DIMENSIONAL FUND ADVISORS LP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 354204
AUSTIN, TX
Position in IBKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$70,449,320
+$5,980,091 QoQ
Shares Held
1,050,385
+4.8% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.91801577516814.ToString("F0")%
Shared 10.142185960385953.ToString("F0")%
None 10.939798264445894.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,431,131,035 across 33 Capital Markets names. IBKR ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 6 | SF |
Stifel Financial Corp
|
2,616,616 | $193,420,252 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,107,795 | $169,993,665 | |
| 8 | EVR |
Evercore Inc.
|
548,530 | $163,741,687 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,449,320 | 1,050,385 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $64,469,229 | 1,002,476 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $68,994,752 | 1,002,685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,277,814 | 1,033,709 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,412,463 | 251,524 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,362,043 | 257,249 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,874,802 | 283,433 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,246,734 | 301,688 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,654,004 | 274,067 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,723,828 | 276,180 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,896,357 | 272,475 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,623,089 | 270,764 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,852,407 | 283,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,435,960 | 300,537 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,790,707 | 299,841 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,104,074 | 298,424 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,228,030 | 317,283 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,520,898 | 328,426 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,657,604 | 363,016 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,184,700 | 376,370 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,945,007 | 489,869 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,125,427 | 861,814 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $16,301,116 | 1,349,151 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,956,834 | 1,432,304 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,841,620 | 1,467,836 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||