DIMENSIONAL FUND ADVISORS LP

Position in AAMI — Acadian Asset Management Inc.

CIK 354204 AUSTIN, TX

Back to AAMI Full portfolio

Position in AAMI

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$49,225,555

+$6,492,544 QoQ

Shares Held

904,549

-0.5% QoQ

Ownership

2.54%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.87760751490522.ToString("F0")% Shared 5.664922519399171.ToString("F0")% None 4.457469965695612.ToString("F0")%

Common Shares in AAMI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,759,240,503 across 42 Asset Management names. AAMI ranks #27 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	21,361,119	$518,861,577
2	AMP	Ameriprise Financial Inc	1,024,758	$455,402,454
3	BLK	BlackRock, Inc.	451,432	$434,146,666
4	STT	State Street Corp	3,101,952	$392,583,043
5	PFG	Principal Financial Group Inc	3,886,509	$350,213,324
6	RJF	Raymond James Financial Inc	2,399,638	$347,443,583
7	NTRS	Northern Trust Corp	2,455,996	$342,783,359
8	BEN	Franklin Resources Inc	10,860,325	$256,520,874

All Filings in AAMI

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,225,555	904,549	-0.5%	Shares	Sole	2026-05-07
2025-12-31	$42,733,011	909,213	-4.6%	Shares	Sole	2026-02-12
2025-09-30	$45,914,875	953,382	-2.4%	Shares	Sole	2025-11-12
2025-06-30	$34,421,689	976,779	-8.0%	Shares	Sole	2025-08-12
2025-03-31	$27,463,810	1,062,019	-4.5%	Shares	Sole	2025-05-13
2024-12-31	$29,291,711	1,112,062	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$28,289,451	1,113,758	-1.2%	Shares	Sole	2024-11-07
2024-06-30	$24,980,533	1,126,772	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$25,634,997	1,122,373	+0.6%	Shares	Sole	2024-05-10
2023-12-31	$21,382,193	1,115,981	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$21,668,749	1,117,522	-3.7%	Shares	Sole	2023-11-09
2023-06-30	$24,323,681	1,161,035	+1.3%	Shares	Sole	2023-08-09
2023-03-31	$27,038,594	1,146,675	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$23,270,915	1,130,754	+0.8%	Shares	Sole	2023-02-09
2022-09-30	$16,730,733	1,122,115	+0.2%	Shares	Sole	2022-11-10
2022-06-30	$20,173,359	1,120,120	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$26,697,698	1,100,936	-7.1%	Shares	Defined	2022-05-13
2021-12-31	$30,326,067	1,184,612	-42.9%	Shares	Defined	2022-02-09
2021-09-30	$54,180,058	2,073,481	-0.4%	Shares	Defined	2021-11-12
2021-06-30	$48,765,046	2,081,308	-2.4%	Shares	Defined	2021-08-12
2021-03-31	$43,448,774	2,131,932	-2.0%	Shares	Defined	2021-05-14
2020-12-31	$41,963,228	2,176,516	-1.3%	Shares	Defined	2021-03-08
2020-09-30	$28,450,176	2,205,440	-0.9%	Shares	Defined	2020-11-12
2020-06-30	$27,732,047	2,225,686	+0.0%	Shares	Defined	2020-08-13
2020-03-31	$14,218,146	2,225,062	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.