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DIMENSIONAL FUND ADVISORS LP: SGA position timeline

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

DIMENSIONAL FUND ADVISORS LP held 330,263 SGA shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 301,141 shares, 4.7%, in a 13G/A filed 2026-10-08.

Estimated current stake: 301,141 shares, 4.7% of the class

Estimated from 13G/A of 2026-10-08. As of 2026-09-30, 13G/A 0000354204-26-001032.

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 301,141 shares
    Share basis changed not comparable

    4.7% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0000354204-26-001032 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 330,263 shares
    Change vs previous 13F -20,392 shares

    <0.01% of the 13F portfolio, value $2,995,310.

    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 350,655 shares
    Change vs previous 13F +1,393 shares

    <0.01% of the 13F portfolio, value $4,102,722.

    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 349,262 shares
    Change vs previous 13F -8,175 shares

    <0.01% of the 13F portfolio, value $3,985,074.

    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 357,437 shares
    Change vs previous 13F -1,110 shares

    <0.01% of the 13F portfolio, value $4,446,516.

    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 358,547 shares
    Change vs previous 13F +3,716 shares

    <0.01% of the 13F portfolio, value $4,661,047.

    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 354,831 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,424,593.

    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 354,831 shares
    Change vs previous 13F +1,770 shares

    <0.01% of the 13F portfolio, value $3,913,765.

    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 353,061 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,070,094.

    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).