Skip to content
Disclosery

DIMENSIONAL FUND ADVISORS LP: NAVI position timeline

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

DIMENSIONAL FUND ADVISORS LP held 5,310,075 NAVI shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 4,506,577 shares, 4.8%, in a 13G/A filed 2026-10-08.

Estimated current stake: 4,506,577 shares, 4.8% of the class

Estimated from 13G/A of 2026-10-08. As of 2026-09-30, 13G/A 0000354204-26-001041.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 4,506,577 shares
    Share basis changed not comparable

    4.8% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0000354204-26-001041 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 5,310,075 shares
    Change vs previous 13F -1,073,458 shares

    0.01% of the 13F portfolio, value $45,189,205.

    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).

  3. period ended2026-03-31
    13F 6,383,533 shares
    Change vs previous 13F -957,534 shares

    0.01% of the 13F portfolio, value $52,217,243.

    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).

  4. period ended2025-12-31
    13F 7,341,067 shares
    Change vs previous 13F -617,576 shares

    0.02% of the 13F portfolio, value $95,432,935.

    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).

  5. period ended2025-09-30
    13F 7,958,643 shares
    Change vs previous 13F -358,339 shares

    0.02% of the 13F portfolio, value $104,655,512.

    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).

  6. period ended2025-06-30
    13F 8,316,982 shares
    Change vs previous 13F -500,989 shares

    0.03% of the 13F portfolio, value $117,269,664.

    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).

  7. period ended2025-03-31
    13F 8,817,971 shares
    Change vs previous 13F -226,557 shares

    0.03% of the 13F portfolio, value $111,371,342.

    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).

  8. period ended2024-12-31
    13F 9,044,528 shares
    Change vs previous 13F -45,197 shares

    0.03% of the 13F portfolio, value $120,199,826.

    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).

  9. period ended2024-09-30
    13F 9,089,725 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $141,706,842.

    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).