Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$86,535,883
+$13,287,393 QoQ
Shares Held
2,272,476
-1.5% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in HRB 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. HRB ranks #5 (13.0% 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
This page
|
2,272,476 | $86,535,883 | |
| 6 | CSV |
Carriage Services Inc
|
633,970 | $24,306,408 | |
| 7 | MED |
Medifast Inc
|
363,394 | $3,855,608 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,535,883 | 2,272,476 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $73,248,490 | 2,307,766 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $109,816,455 | 2,519,882 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $117,140,547 | 2,316,404 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $124,065,504 | 2,260,257 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $125,329,436 | 2,282,452 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $123,400,050 | 2,335,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $146,489,675 | 2,305,109 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $134,729,931 | 2,484,417 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $120,841,292 | 2,460,625 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $119,459,290 | 2,469,698 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $102,910,770 | 2,389,939 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $71,098,494 | 2,230,891 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $76,507,619 | 2,170,429 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $76,398,342 | 2,092,532 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $91,388,168 | 2,148,288 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $70,674,894 | 2,000,988 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,165,993 | 1,888,095 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,863,348 | 1,861,772 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $46,442,250 | 1,857,690 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,814,912 | 1,525,337 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $35,600,424 | 1,633,047 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $25,804,045 | 1,626,989 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $26,569,364 | 1,631,023 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $27,736,115 | 1,942,305 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,265,327 | 1,652,367 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||