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DIMENSIONAL FUND ADVISORS LP: OTIS position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,963,270 OTIS 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 1,963,270 shares
    Change vs previous 13F -6,102 shares

    0.03% of the 13F portfolio, value $140,593,215.

    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 1,969,372 shares
    Change vs previous 13F +83,896 shares

    0.03% of the 13F portfolio, value $151,789,758.

    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 1,885,476 shares
    Change vs previous 13F +10,843 shares

    0.03% of the 13F portfolio, value $164,706,458.

    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 1,874,633 shares
    Change vs previous 13F -60,568 shares

    0.04% of the 13F portfolio, value $171,392,960.

    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 1,935,201 shares
    Change vs previous 13F -5,248 shares

    0.04% of the 13F portfolio, value $191,598,461.

    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 1,940,449 shares
    Change vs previous 13F -155,220 shares

    0.05% of the 13F portfolio, value $200,231,182.

    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 2,095,669 shares
    Change vs previous 13F -428,581 shares

    0.05% of the 13F portfolio, value $194,082,978.

    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 2,524,250 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $262,376,249.

    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).