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DIMENSIONAL FUND ADVISORS LP: PFG position timeline

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

DIMENSIONAL FUND ADVISORS LP held 3,923,279 PFG 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 3,923,279 shares
    Change vs previous 13F +36,770 shares

    0.08% of the 13F portfolio, value $422,868,602.

    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 3,886,509 shares
    Change vs previous 13F +119,327 shares

    0.07% of the 13F portfolio, value $350,187,030.

    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 3,767,182 shares
    Change vs previous 13F +820 shares

    0.07% of the 13F portfolio, value $332,314,546.

    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 3,766,362 shares
    Change vs previous 13F +1,624 shares

    0.07% of the 13F portfolio, value $312,256,591.

    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 3,764,738 shares
    Change vs previous 13F +101,082 shares

    0.07% of the 13F portfolio, value $299,033,878.

    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 3,663,656 shares
    Change vs previous 13F -249,408 shares

    0.08% of the 13F portfolio, value $309,070,413.

    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 3,913,064 shares
    Change vs previous 13F -21,457 shares

    0.07% of the 13F portfolio, value $302,908,504.

    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 3,934,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $337,981,608.

    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).