Position in CSV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$24,306,408
-$3,561,988 QoQ
Shares Held
633,970
+3.9% QoQ
Ownership
3.99%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 8%
None 3%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $667,841,092 across 7 Personal Services names. CSV ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
2,512,334 | $190,836,888 | |
| 2 | ROL |
Rollins Inc
|
3,371,553 | $140,728,619 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,685,199 | $119,446,902 | |
| 4 | FTDR |
Frontdoor, Inc.
|
1,316,288 | $102,130,784 | |
| 5 | HRB |
H&R Block Inc
|
2,272,476 | $86,535,883 | |
| 6 | CSV |
Carriage Services Inc
This page
|
633,970 | $24,306,408 | |
| 7 | MED |
Medifast Inc
|
363,394 | $3,855,608 |
All Filings in CSV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,306,408 | 633,970 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,868,396 | 610,346 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $25,668,738 | 606,826 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,072,390 | 607,822 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,349,742 | 619,802 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,778,668 | 665,256 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,282,893 | 734,828 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,826,305 | 725,748 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,105,033 | 711,812 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,312,723 | 714,228 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,262,224 | 730,197 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,084,894 | 746,368 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $24,967,772 | 768,949 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,721,594 | 810,013 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,257,537 | 917,122 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,495,862 | 979,349 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $42,704,079 | 1,077,026 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $64,650,412 | 1,212,271 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $80,313,311 | 1,246,327 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $57,170,042 | 1,282,127 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $47,628,081 | 1,288,290 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $48,051,663 | 1,365,492 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $45,035,247 | 1,437,907 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $33,049,387 | 1,481,371 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $27,262,645 | 1,504,561 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,704,550 | 1,467,774 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||