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DIMENSIONAL FUND ADVISORS LP: SRI position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,066,041 SRI 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 1,066,041 shares
    Change vs previous 13F -151,933 shares

    <0.01% of the 13F portfolio, value $7,803,917.

    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 1,217,974 shares
    Change vs previous 13F -42,636 shares

    <0.01% of the 13F portfolio, value $5,882,738.

    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 1,260,610 shares
    Change vs previous 13F -83,525 shares

    <0.01% of the 13F portfolio, value $7,299,152.

    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 1,344,135 shares
    Change vs previous 13F -52,641 shares

    <0.01% of the 13F portfolio, value $10,242,266.

    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 1,396,776 shares
    Change vs previous 13F -41,029 shares

    <0.01% of the 13F portfolio, value $9,832,654.

    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 1,437,805 shares
    Change vs previous 13F -49,492 shares

    <0.01% of the 13F portfolio, value $6,599,462.

    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 1,487,297 shares
    Change vs previous 13F -76,106 shares

    <0.01% of the 13F portfolio, value $9,325,458.

    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 1,563,403 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,494,767.

    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).