INTA · Intapp, Inc. · Shareholders & Ownership

$35.80 -7.15 (-16.65%) Q1 2027 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$3.29B

76.51M

Volume · Oct 27 1.29M Avg daily vol (3M) 662K

Every disclosed holder of INTA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns INTA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	256	67,843,682	88.67%	Yes
Insiders (Forms 3, 4, 5)	14	8,543,277	11.17%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	124,189	0.16%	Rest
Registered funds (N-PORT, not summed)	217	24,972,439	32.64%	No

Shares outstanding: 76,511,148, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of INTA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Temasek Holdings (Private) Ltd 13F CIK 1021944 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	17,146,805	22.41%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	HALL JOHN T Insider CIK 1106566 · Oct 19, 2026 Director, Chief Executive Officer, issuer-wide	5,814,808	7.60%	0	Oct 19, 2026	Director, Chief Executive Officer, issuer-wide
2.1	John Hall 13G CIK 1106566 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor, not summed	6,579,790	8.60%	-338,045	Mar 31, 2025	Rule 13d-1(d), exempt investor, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,301,853	6.93%	+231,853	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,469,046	1.92%	+68,133	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	518,351	0.68%	+51,507	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	271,533	0.35%	+25,218	Jun 30, 2026	iShares Trust, not summed
3.4	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	131,394	0.17%	+12,442	Jul 31, 2026	iShares Trust, not summed
3.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	104,976	0.14%	+10,938	Jun 30, 2026	Quantitative Master Series LLC, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,054,981	6.61%	+663,151	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,054,981	6.61%	+663,152	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,717,252	3.55%	+1,314,983	Jul 31, 2026	Fidelity Securities Fund, not summed
4.3	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,411,810	1.85%	+699,257	Jul 31, 2026	Fidelity Securities Fund, not summed
4.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	614,368	0.80%	+48,818	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.5	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	578,948	0.76%	+158,600	Jul 31, 2026	Fidelity Capital Trust, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,057,276	5.30%	+177,934	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,110,408	5.37%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,307,038	3.02%	-233,722	Jun 30, 2026	carried, not yet filed for the newest quarter
7	CADIAN CAPITAL MANAGEMENT, LP 13F CIK 1423686 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,180,252	2.85%	+931,880	Jun 30, 2026	carried, not yet filed for the newest quarter
8	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,046,759	2.68%	+112,735	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,999,330	2.61%	+781,381	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,990,657	2.60%	-153,613	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	1,675,000	2.19%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,593,999	2.08%	-229,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,508,248	1.97%	+70,723	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,505,899	1.97%	+350,145	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,794	1.96%	+122,776	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	67,632	0.09%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	39,297	0.05%	+36,771	Jul 31, 2026	Goldman Sachs Trust, not summed
14.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	18,400	0.02%	-1,417	Jul 31, 2026	Goldman Sachs Trust II, not summed
14.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,328	0.01%	-3,511	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
14.5	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	6,156	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,497,089	1.96%	+85,426	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	123,265	0.16%	+7,032	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,000	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.3	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,188	0.02%	-105	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	2,562	0.00%	+306	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
15.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,449	0.00%	+99	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,489,906	1.95%	-518,920	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,424,762	1.86%	+5,028	May 31, 2026	VANGUARD WORLD FUND, not summed
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,147,890	1.50%	-149,811	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Coleman Donald F. Insider CIK 1869695 · Aug 20, 2026 Chief Operating Officer, issuer-wide	1,118,677	1.46%	+23,443	Aug 20, 2026	Chief Operating Officer, issuer-wide
20	Jampol Thad Insider CIK 1869575 · Oct 13, 2026 Chief Product Officer, issuer-wide	963,557	1.26%	-5,000	Oct 13, 2026	Chief Product Officer, issuer-wide
21	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	956,337	1.25%	+93,266	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	931,064	1.22%	+20,197	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	871,142	1.14%	+76,404	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	699,438	0.91%	+200,300	Jul 31, 2026	Franklin Strategic Series, not summed
24	Praesidium Investment Management Company, LLC 13F CIK 1320769 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	783,868	1.02%	-1,228,095	Jun 30, 2026	carried, not yet filed for the newest quarter
25	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	782,196	1.02%	+99,729	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	423,319	0.55%	+194,928	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	658,942	0.86%	-66,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	647,601	0.85%	-80,110	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	611,548	0.80%	-8,017	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	551,043	0.72%	-139,737	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	543,717	0.71%	+79,921	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	243,560	0.32%	-4,830	Jul 31, 2026	TIAA-CREF Funds, not summed
30.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	74,291	0.10%	+4,822	Jul 31, 2026	TIAA-CREF Funds, not summed
30.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	54,775	0.07%	-4,435	Jul 31, 2026	NuShares ETF Trust, not summed
30.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	41,970	0.05%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
30.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	40,889	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	541,000	0.71%	+20,860	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,295	0.04%	+2,284	Jun 30, 2026	Northern Funds, not summed
31.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,438	0.01%	-212	Jun 30, 2026	Northern Funds, not summed
31.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,740	0.01%	+2,738	Jul 31, 2026	FlexShares Trust, not summed
32	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,786	0.66%	-41,666	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	489,657	0.64%	-106,093	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VOLORIDGE INVESTMENT MANAGEMENT, LLC 13F CIK 1556921 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,204	0.64%	-435,460	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,142	0.64%	-4,250	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	254,241	0.33%	-14,428	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	136,717	0.18%	+12,284	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,312	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,598	0.05%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,517	0.02%	-5,411	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	478,939	0.63%	+478,939	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	447,176	0.58%	+198,831	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	36	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
38	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,029	0.55%	-28,298	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	24,582	0.03%	—	Jun 30, 2026	AQR Funds, not summed
39	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	419,258	0.55%	-29,600	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	380,934	0.50%	-7,026	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	336,400	0.44%	-46,200	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	321,332	0.42%	+187,570	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	309,218	0.40%	-77,303	Jun 30, 2026	carried, not yet filed for the newest quarter
44	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,360	0.39%	+297,360	Jun 30, 2026	carried, not yet filed for the newest quarter
45	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,637	0.39%	+187,243	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	293,648	0.38%	+10,551	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	280,792	0.37%	-32,945	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	279,898	0.37%	-421,871	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	273,991	0.36%	-59,263	Jun 30, 2026	carried, not yet filed for the newest quarter
50	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,336	0.34%	-356,493	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	130,411	0.17%	+14,299	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
50.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	10,700	0.01%	-122,586	Jul 31, 2026	Dimensional ETF Trust, not summed
50.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	9,928	0.01%	-181,247	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
50.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	9,421	0.01%	-1,444	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
50.5	U.S. Social Core Equity 2 Portfolio Fund S000018154 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,191	0.00%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed

39 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1565687 CUSIP 45827U109 13F (30d) 50 filings 50 filers Visit website Investor relations