Position in IOT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$25,841,778
+$5,172,960 QoQ
Shares Held
796,848
+22.2% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 542 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 73%
Shared 22%
None 5%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $20,001,956,160 across 85 Software - Infrastructure names. IOT ranks #51 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,610,857 | $11,418,461,876 | |
| 2 | ORCL |
Oracle Corp
|
8,911,911 | $1,306,040,554 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,285,254 | $658,300,717 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,960,053 | $462,019,381 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,310,622 | $446,948,312 | |
| 6 | NTAP |
NetApp, Inc.
|
2,220,548 | $343,652,007 | |
| 7 | AKAM |
Akamai Technologies Inc
|
2,597,753 | $307,080,379 | |
| 8 | TWLO |
Twilio Inc
|
1,435,153 | $296,115,117 |
All Filings in IOT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,841,778 | 796,848 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $20,668,818 | 652,219 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,630,258 | 666,580 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,452,300 | 629,592 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,687,567 | 469,773 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,361,435 | 400,768 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,681,212 | 358,920 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,596,411 | 324,115 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,167,455 | 301,705 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,864,244 | 287,490 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,428,816 | 252,511 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,681,878 | 225,382 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,776,840 | 208,475 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $533,603 | 27,059 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $220,968 | 17,777 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $208,967 | 17,313 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||