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DIMENSIONAL FUND ADVISORS LP: TAK position timeline

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

DIMENSIONAL FUND ADVISORS LP held 157,965 TAK 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 157,965 shares
    Change vs previous 13F +22,286 shares

    <0.01% of the 13F portfolio, value $2,532,181.

    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 135,679 shares
    Change vs previous 13F -27,607 shares

    <0.01% of the 13F portfolio, value $2,512,778.

    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 163,286 shares
    Change vs previous 13F -5,270 shares

    <0.01% of the 13F portfolio, value $2,545,619.

    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 168,556 shares
    Change vs previous 13F +8,840 shares

    <0.01% of the 13F portfolio, value $2,467,651.

    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 159,716 shares
    Change vs previous 13F -17,290 shares

    <0.01% of the 13F portfolio, value $2,469,200.

    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 177,006 shares
    Change vs previous 13F -4,923 shares

    <0.01% of the 13F portfolio, value $2,632,073.

    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 181,929 shares
    Change vs previous 13F +68,200 shares

    <0.01% of the 13F portfolio, value $2,408,735.

    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 113,729 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,617,226.

    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).