DIMENSIONAL FUND ADVISORS LP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 354204
AUSTIN, TX
Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$93,464,421
+$23,015,101 QoQ
Shares Held
1,073,810
+2.2% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#65
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 9%
None 12%
Common Shares in IBKR 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. IBKR ranks #14 (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 IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,464,421 | 1,073,810 | Shares | Sole | 2026-08-11 | |
| 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 | $41,649,857 | 251,524 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,448,178 | 257,249 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,499,220 | 283,433 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $36,986,947 | 301,688 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,616,023 | 274,067 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,895,320 | 276,180 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $23,585,434 | 272,475 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $22,492,363 | 270,764 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,409,637 | 283,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,743,849 | 300,537 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,162,836 | 299,841 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,416,302 | 298,424 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,912,122 | 317,283 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $26,083,592 | 328,426 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $22,630,417 | 363,016 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $24,738,800 | 376,370 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $35,780,031 | 489,869 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,501,708 | 861,814 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $65,204,467 | 1,349,151 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $59,827,338 | 1,432,304 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $63,366,480 | 1,467,836 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||