Skip to content

DIMENSIONAL FUND ADVISORS LP: VALU position timeline

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

DIMENSIONAL FUND ADVISORS LP held 50,939 VALU 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 50,939 shares
    Change vs previous 13F -3,522 shares

    <0.01% of the 13F portfolio, value $2,062,011.

    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 54,461 shares
    Change vs previous 13F -2,422 shares

    <0.01% of the 13F portfolio, value $1,921,929.

    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 56,883 shares
    Change vs previous 13F -6,367 shares

    <0.01% of the 13F portfolio, value $2,186,013.

    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 63,250 shares
    Change vs previous 13F -8,048 shares

    <0.01% of the 13F portfolio, value $2,471,810.

    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 71,298 shares
    Change vs previous 13F -6,471 shares

    <0.01% of the 13F portfolio, value $2,791,317.

    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 77,769 shares
    Change vs previous 13F -4,785 shares

    <0.01% of the 13F portfolio, value $3,007,327.

    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 82,554 shares
    Change vs previous 13F -9,385 shares

    <0.01% of the 13F portfolio, value $4,358,850.

    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 91,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,275,164.

    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).