Position in IR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$274,771,526
+$18,038,686 QoQ
Shares Held
3,351,281
+4.6% QoQ
Ownership
0.864%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#26
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 18%
None 7%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,217,705,000 across 55 Specialty Industrial Machinery names. IR ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,240,206 | $884,527,319 | |
| 2 | GEV |
GE Vernova Inc.
|
616,399 | $724,182,527 | |
| 3 | EMR |
Emerson Electric Co
|
4,270,506 | $611,322,932 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,228,668 | $602,787,832 | |
| 5 | ETN |
Eaton Corp plc
|
1,200,251 | $511,450,953 | |
| 6 | AME |
Ametek Inc/
|
2,110,807 | $510,688,644 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,018,711 | $480,836,771 | |
| 8 | PH |
Parker-Hannifin Corp
|
467,373 | $457,146,875 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,771,526 | 3,351,281 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $256,732,840 | 3,204,354 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $251,135,478 | 3,170,102 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $272,139,124 | 3,293,865 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $280,968,479 | 3,377,837 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $288,187,948 | 3,600,999 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $324,454,417 | 3,586,717 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $344,830,680 | 3,512,945 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $314,538,766 | 3,462,558 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $307,457,117 | 3,238,095 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $253,509,072 | 3,277,852 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $198,111,022 | 3,109,087 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $204,780,851 | 3,133,122 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $191,110,360 | 3,284,812 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $169,520,420 | 3,244,410 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $142,360,740 | 3,290,817 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $137,715,717 | 3,272,712 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $164,259,674 | 3,262,357 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $201,342,984 | 3,254,291 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $166,081,794 | 3,294,620 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $161,927,370 | 3,317,504 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $161,807,647 | 3,288,105 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $149,567,648 | 3,282,872 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $116,146,495 | 3,262,542 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $88,065,850 | 3,131,787 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $79,911,502 | 3,222,238 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||