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DIMENSIONAL FUND ADVISORS LP: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on IVZ, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 21,716,982 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,716,982 shares
    Change vs previous 13F +355,863 shares

    0.1% of the 13F portfolio, value $573,112,452.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,361,119 shares
    Change vs previous 13F +596,434 shares

    0.11% of the 13F portfolio, value $518,835,748.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,764,685 shares
    Change vs previous 13F -565,962 shares

    0.11% of the 13F portfolio, value $545,492,086.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,330,647 shares
    Change vs previous 13F +319,104 shares

    0.11% of the 13F portfolio, value $489,324,889.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,011,543 shares
    Change vs previous 13F +1,264,746 shares

    0.08% of the 13F portfolio, value $331,353,227.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,746,797 shares
    Change vs previous 13F -357,748 shares

    0.07% of the 13F portfolio, value $299,552,540.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,104,545 shares
    Change vs previous 13F +274,134 shares

    0.08% of the 13F portfolio, value $351,430,090.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,830,411 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $348,223,501.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).