Position in FDS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$78,689,686
-$27,113,296 QoQ
Shares Held
362,642
-0.5% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 10%
None 5%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,473,115,100 across 12 Financial Data & Stock Exchanges names. FDS ranks #11 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
882,973 | $385,196,969 | |
| 2 | SPGI |
S&P Global Inc.
|
837,283 | $356,129,923 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,257,040 | $354,987,249 | |
| 4 | CME |
Cme Group Inc.
|
1,159,966 | $342,595,955 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
2,671,609 | $226,792,886 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
672,704 | $189,076,911 | |
| 7 | TRU |
TransUnion
|
2,498,573 | $172,876,263 | |
| 8 | MSCI |
MSCI Inc.
|
280,912 | $151,414,374 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,689,686 | 362,642 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $105,802,982 | 364,599 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $84,296,814 | 294,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $127,942,653 | 286,046 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $122,540,935 | 269,534 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $126,551,376 | 263,495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116,419,761 | 253,169 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $96,101,448 | 235,387 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $88,001,710 | 193,670 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $91,825,444 | 192,486 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $94,170,498 | 215,365 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $86,129,331 | 214,974 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $87,728,853 | 211,349 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $88,947,050 | 221,697 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $93,437,286 | 233,529 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $89,850,163 | 233,638 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $108,185,838 | 249,190 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $125,828,475 | 258,901 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $98,368,911 | 249,174 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $82,757,734 | 246,589 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $74,160,657 | 240,321 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $79,007,985 | 237,618 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $75,919,640 | 226,707 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $73,057,640 | 222,418 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $59,417,313 | 227,932 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||