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DIMENSIONAL FUND ADVISORS LP

Position in AOS — Smith A O Corp

CIK 354204 AUSTIN, TX

Position in AOS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$127,675,527
-$1,546,825 QoQ
Shares Held
2,035,643
+3.9% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 610 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 88% Shared 8% None 4%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $10,217,705,000 across 55 Specialty Industrial Machinery names. AOS ranks #27 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AOS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $127,675,527 2,035,643
2026-03-31 $129,222,352 1,959,696
2025-12-31 $126,725,761 1,894,823
2025-09-30 $137,401,053 1,871,694
2025-06-30 $120,189,807 1,833,000
2025-03-31 $109,188,257 1,670,567
2024-12-31 $84,053,544 1,232,276
2024-09-30 $107,826,450 1,200,339
2024-06-30 $97,705,098 1,194,731
2024-03-31 $105,101,272 1,174,841
2023-12-31 $99,996,915 1,212,966
2023-09-30 $79,175,330 1,197,268
2023-06-30 $85,661,111 1,176,987
2023-03-31 $79,642,956 1,151,742
2022-12-31 $65,699,898 1,147,797
2022-09-30 $55,799,714 1,148,615
2022-06-30 $63,266,399 1,157,030
2022-03-31 $73,205,098 1,145,799
2021-12-31 $96,596,960 1,125,183
2021-09-30 $68,304,230 1,118,458
2021-06-30 $80,217,480 1,113,204
2021-03-31 $75,182,928 1,112,009
2020-12-31 $59,844,527 1,091,655
2020-09-30 $58,415,596 1,106,356
2020-06-30 $52,106,238 1,105,820
2020-03-31 $39,901,271 1,055,310