Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$189,984,043
+$26,242,356 QoQ
Shares Held
556,420
+1.4% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 10%
None 4%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. EVR ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,984,043 | 556,420 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $163,741,687 | 548,530 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $181,004,831 | 531,976 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $176,855,862 | 524,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $169,238,003 | 626,761 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $112,035,728 | 560,964 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $131,941,882 | 475,998 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $149,945,356 | 591,874 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $166,316,925 | 797,951 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $160,356,596 | 832,632 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $146,904,067 | 858,837 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $123,868,908 | 898,382 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $109,218,705 | 883,718 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $102,379,094 | 887,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $94,842,658 | 869,478 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,216,160 | 865,850 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $80,980,792 | 865,087 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $96,797,749 | 869,545 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $117,982,464 | 868,476 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $120,073,755 | 898,285 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $125,191,547 | 889,334 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $124,602,063 | 945,818 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $105,062,968 | 958,254 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $62,607,973 | 956,431 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $56,771,717 | 963,539 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,600,747 | 903,186 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||