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DIMENSIONAL FUND ADVISORS LP: SWBI position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,678,761 SWBI 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 2,678,761 shares
    Change vs previous 13F +62,442 shares

    0.01% of the 13F portfolio, value $40,289,816.

    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 2,616,319 shares
    Change vs previous 13F +143,069 shares

    0.01% of the 13F portfolio, value $37,492,060.

    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 2,473,250 shares
    Change vs previous 13F -61,118 shares

    0.01% of the 13F portfolio, value $24,411,151.

    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 2,534,368 shares
    Change vs previous 13F -252,819 shares

    0.01% of the 13F portfolio, value $24,912,351.

    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 2,787,187 shares
    Change vs previous 13F -96,638 shares

    0.01% of the 13F portfolio, value $24,192,714.

    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 2,883,825 shares
    Change vs previous 13F -180,148 shares

    0.01% of the 13F portfolio, value $26,877,354.

    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 3,063,973 shares
    Change vs previous 13F +104,128 shares

    0.01% of the 13F portfolio, value $30,960,352.

    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 2,959,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $38,418,962.

    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).