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DIMENSIONAL FUND ADVISORS LP: VRTS position timeline

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

DIMENSIONAL FUND ADVISORS LP held 315,715 VRTS shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 369,858 shares, 5.6%, in a 13G filed 2026-10-08.

Estimated current stake: 369,858 shares, 5.6% of the class

Estimated from 13G of 2026-10-08. As of 2026-09-30, 13G 0000354204-26-001068.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G 369,858 shares
    Share basis changed not comparable

    5.6% of the class. Different basis (group aggregate from 13G).

    13G 0000354204-26-001068 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 315,715 shares
    Change vs previous 13F +10,600 shares

    0.01% of the 13F portfolio, value $45,305,761.

    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).

  3. period ended2026-03-31
    13F 305,115 shares
    Change vs previous 13F +7,987 shares

    0.01% of the 13F portfolio, value $40,990,316.

    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).

  4. period ended2025-12-31
    13F 297,128 shares
    Change vs previous 13F +6,885 shares

    0.01% of the 13F portfolio, value $48,476,877.

    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).

  5. period ended2025-09-30
    13F 290,243 shares
    Change vs previous 13F -10,580 shares

    0.01% of the 13F portfolio, value $55,155,521.

    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).

  6. period ended2025-06-30
    13F 300,823 shares
    Change vs previous 13F -4,878 shares

    0.01% of the 13F portfolio, value $54,571,079.

    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).

  7. period ended2025-03-31
    13F 305,701 shares
    Change vs previous 13F -15,192 shares

    0.01% of the 13F portfolio, value $52,690,230.

    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).

  8. period ended2024-12-31
    13F 320,893 shares
    Change vs previous 13F -3,912 shares

    0.02% of the 13F portfolio, value $70,783,048.

    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).

  9. period ended2024-09-30
    13F 324,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $68,029,711.

    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).