Position in BKD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$80,604,478
+$9,537,688 QoQ
Shares Held
5,009,601
-3.6% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 291 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 5%
None 4%
Common Shares in BKD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,940,406,674 across 40 Medical Care Facilities names. BKD ranks #17 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHS |
Universal Health Services Inc
|
2,210,595 | $328,693,368 | |
| 2 | THC |
Tenet Healthcare Corp
|
1,450,408 | $271,342,326 | |
| 3 | DVA |
Davita Inc.
|
1,137,814 | $253,140,856 | |
| 4 | NHC |
National Healthcare Corp
|
929,692 | $196,499,699 | |
| 5 | EHC |
Encompass Health Corp
|
1,743,028 | $176,185,268 | |
| 6 | HCA |
HCA Healthcare, Inc.
|
441,313 | $172,063,523 | |
| 7 | ENSG |
Ensign Group, Inc
|
963,826 | $154,501,305 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
11,427,602 | $122,389,615 |
All Filings in BKD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,604,478 | 5,009,601 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $71,066,790 | 5,194,941 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $54,181,842 | 5,021,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $43,023,863 | 5,079,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,242,260 | 5,494,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,400,568 | 7,092,743 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,917,221 | 7,140,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,369,494 | 6,976,362 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $55,607,973 | 8,141,724 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $63,809,580 | 9,653,492 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,188,772 | 9,310,786 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,471,368 | 8,567,964 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $35,083,914 | 8,313,724 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,805,162 | 8,747,514 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,744,417 | 9,063,890 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,114,115 | 9,628,599 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $47,020,555 | 10,356,951 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $72,427,702 | 10,273,433 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $52,764,539 | 10,225,686 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $69,297,039 | 10,999,530 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $92,813,750 | 11,748,576 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $69,405,745 | 11,472,024 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $49,348,100 | 11,139,526 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $29,452,097 | 11,595,314 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $38,282,863 | 12,977,242 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,382,464 | 14,225,149 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||