Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$92,938,138
+$4,393,682 QoQ
Shares Held
692,896
+12.4% QoQ
Ownership
0.991%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 10%
None 5%
Common Shares in HLI 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. HLI ranks #15 (1.4% 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 HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,938,138 | 692,896 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $88,544,456 | 616,519 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $93,250,349 | 535,337 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $107,154,863 | 521,892 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $99,830,859 | 554,770 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $90,084,538 | 557,799 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $95,350,798 | 549,066 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $91,688,574 | 580,234 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $84,399,700 | 625,832 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $80,649,454 | 629,140 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $75,837,197 | 632,451 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $71,209,625 | 664,765 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $68,397,902 | 695,737 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,542,202 | 691,990 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $69,891,508 | 801,876 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $63,435,283 | 841,540 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $64,690,552 | 819,594 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $70,450,193 | 802,394 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $78,941,349 | 762,571 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $69,656,243 | 756,311 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $61,325,160 | 749,788 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $50,089,878 | 753,118 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $48,964,550 | 728,314 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $42,909,036 | 726,656 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,632,761 | 712,307 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $35,427,892 | 679,737 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||