Position in HAE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$118,891,650
+$44,155,080 QoQ
Shares Held
1,585,222
+19.5% QoQ
Ownership
3.48%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 8%
None 3%
Common Shares in HAE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,408,783,515 across 70 Medical Devices names. HAE ranks #15 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
8,504,623 | $771,709,489 | |
| 2 | MDT |
Medtronic plc
|
7,411,228 | $579,780,363 | |
| 3 | SYK |
Stryker Corp
|
1,382,171 | $435,162,715 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
5,401,410 | $345,744,251 | |
| 5 | EW |
Edwards Lifesciences Corp
|
3,702,299 | $334,909,965 | |
| 6 | BIO |
Bio-Rad Laboratories, Inc.
|
944,548 | $277,328,737 | |
| 7 | STE |
STERIS plc
|
1,199,619 | $252,603,771 | |
| 8 | BSX |
Boston Scientific Corp
|
5,824,298 | $248,581,035 |
All Filings in HAE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,891,650 | 1,585,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $74,736,570 | 1,326,057 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $87,598,978 | 1,092,938 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,590,554 | 1,099,519 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,038,323 | 1,072,756 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $67,598,261 | 1,063,702 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $77,473,238 | 992,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $78,871,990 | 981,239 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $80,970,744 | 978,735 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $78,613,323 | 921,070 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $70,693,766 | 826,731 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $68,713,322 | 767,061 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $59,824,385 | 702,659 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $58,028,021 | 701,245 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,904,407 | 736,229 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $53,164,716 | 718,151 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $44,591,722 | 684,132 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $39,392,192 | 623,097 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,381,826 | 553,956 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $31,206,286 | 442,078 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $34,202,913 | 513,249 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $55,960,696 | 504,105 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $57,487,231 | 484,103 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $40,730,394 | 466,824 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $37,729,657 | 421,278 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $42,053,530 | 421,970 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||