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DIMENSIONAL FUND ADVISORS LP: SHEN position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,613,975 SHEN shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 2,868,476 shares, 5.2%, in a 13G filed 2026-10-08.

Estimated current stake: 2,868,476 shares, 5.2% of the class

Estimated from 13G of 2026-10-08. As of 2026-09-30, 13G 0000354204-26-001061.

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 2,868,476 shares
    Share basis changed not comparable

    5.2% of the class. Different basis (group aggregate from 13G).

    13G 0000354204-26-001061 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 2,613,975 shares
    Change vs previous 13F +142,761 shares

    0.01% of the 13F portfolio, value $39,421,432.

    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 2,471,214 shares
    Change vs previous 13F -15,696 shares

    0.01% of the 13F portfolio, value $38,104,795.

    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 2,486,910 shares
    Change vs previous 13F -152,203 shares

    0.01% of the 13F portfolio, value $28,748,878.

    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 2,639,113 shares
    Change vs previous 13F +39,653 shares

    0.01% of the 13F portfolio, value $35,416,148.

    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 2,599,460 shares
    Change vs previous 13F +114,121 shares

    0.01% of the 13F portfolio, value $35,508,806.

    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 2,485,339 shares
    Change vs previous 13F -48,622 shares

    0.01% of the 13F portfolio, value $31,240,866.

    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 2,533,961 shares
    Change vs previous 13F -62,736 shares

    0.01% of the 13F portfolio, value $31,952,808.

    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 2,596,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $36,640,763.

    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).