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DIMENSIONAL FUND ADVISORS LP: SRE position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,147,234 SRE 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 2,147,234 shares
    Change vs previous 13F +50,852 shares

    0.04% of the 13F portfolio, value $199,095,716.

    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 2,096,382 shares
    Change vs previous 13F +52,107 shares

    0.04% of the 13F portfolio, value $203,701,213.

    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 2,044,275 shares
    Change vs previous 13F +15,640 shares

    0.04% of the 13F portfolio, value $180,502,387.

    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 2,028,635 shares
    Change vs previous 13F +81,483 shares

    0.04% of the 13F portfolio, value $182,530,344.

    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 1,947,152 shares
    Change vs previous 13F +15,345 shares

    0.03% of the 13F portfolio, value $147,531,788.

    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 1,931,807 shares
    Change vs previous 13F +8,680 shares

    0.03% of the 13F portfolio, value $137,824,778.

    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 1,923,127 shares
    Change vs previous 13F +93,131 shares

    0.04% of the 13F portfolio, value $168,691,898.

    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 1,829,996 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $153,036,007.

    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).