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DIMENSIONAL FUND ADVISORS LP: SGRY position timeline

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

DIMENSIONAL FUND ADVISORS LP held 4,943,713 SGRY 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 4,943,713 shares
    Change vs previous 13F -352,698 shares

    0.02% of the 13F portfolio, value $83,052,442.

    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 5,296,411 shares
    Change vs previous 13F +389,831 shares

    0.01% of the 13F portfolio, value $63,130,850.

    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 4,906,580 shares
    Change vs previous 13F +46,365 shares

    0.02% of the 13F portfolio, value $75,808,355.

    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 4,860,215 shares
    Change vs previous 13F +988,956 shares

    0.02% of the 13F portfolio, value $105,177,350.

    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 3,871,259 shares
    Change vs previous 13F +231,603 shares

    0.02% of the 13F portfolio, value $86,056,398.

    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 3,639,656 shares
    Change vs previous 13F +61,795 shares

    0.02% of the 13F portfolio, value $86,441,918.

    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 3,577,861 shares
    Change vs previous 13F +563,812 shares

    0.02% of the 13F portfolio, value $75,739,377.

    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 3,014,049 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $97,170,058.

    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).