Position in CHE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$121,353,678
+$27,730,821 QoQ
Shares Held
260,561
+5.1% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 530 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 7%
None 4%
Common Shares in CHE 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. CHE ranks #9 (4.1% 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 CHE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,353,678 | 260,561 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $93,622,857 | 247,850 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $105,882,083 | 247,469 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $107,538,191 | 240,180 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $110,713,271 | 227,370 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $134,555,099 | 218,675 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $105,564,768 | 199,254 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $108,577,247 | 180,670 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $83,533,987 | 153,957 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $82,960,463 | 129,236 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $78,879,849 | 134,895 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $72,316,772 | 139,151 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $78,671,607 | 145,239 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $77,809,733 | 144,695 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,680,807 | 152,187 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $66,433,516 | 152,175 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $71,539,728 | 152,410 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,711,791 | 155,388 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $77,793,744 | 147,047 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $61,284,676 | 131,761 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $61,148,815 | 128,870 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $59,568,301 | 129,547 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $68,264,091 | 128,169 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $61,415,629 | 127,856 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,942,647 | 128,456 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $55,637,608 | 128,434 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||