DIMENSIONAL FUND ADVISORS LP

Position in IX — Orix Corp

CIK 354204 AUSTIN, TX

Position in IX

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$976,384

+$25,098 QoQ

Shares Held

32,557

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $291,275,919 across 4 Financial Conglomerates names. IX ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	2,699,676	$184,441,861
2	HTH	Hilltop Holdings Inc.	2,623,176	$93,962,163
3	TREE	LendingTree, Inc.	277,414	$11,895,511
4	IX	Orix Corp This page	32,557	$976,384

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$976,384	32,557	+0.0%	Shares	Sole	2026-05-07
2025-12-31	$951,286	32,556	-39.5%	Shares	Sole	2026-02-12
2025-09-30	$1,406,692	53,855	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,212,814	53,855	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$1,126,702	53,935	+400.7%	Shares	Sole	2025-05-13
2024-12-31	$1,144,203	10,771	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,249,974	10,771	-16.5%	Shares	Sole	2024-11-07
2024-06-30	$1,436,215	12,904	-6.6%	Shares	Sole	2024-08-09
2024-03-31	$1,521,862	13,810	0.0%	Shares	Sole	2024-05-10
2023-12-31	$1,289,715	13,810	+2.1%	Shares	Sole	2024-02-07
2023-09-30	$1,270,196	13,530	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,234,071	13,530	-5.3%	Shares	Sole	2023-08-09
2023-03-31	$1,172,348	14,283	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,150,066	14,283	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,009,379	14,283	0.0%	Shares	Sole	2022-11-10
2022-06-30	$1,202,056	14,283	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,426,157	14,283	-2.8%	Shares	Sole	2022-05-13
2021-12-31	$1,495,351	14,692	+2.9%	Shares	Sole	2022-02-09
2021-09-30	$1,350,029	14,283	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,209,198	14,283	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,211,055	14,283	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,104,504	14,283	-4.7%	Shares	Sole	2021-03-08
2020-09-30	$937,486	14,983	0.0%	Shares	Sole	2020-11-12
2020-06-30	$922,952	14,983	-37.7%	Shares	Sole	2020-08-13
2020-03-31	$1,421,000	24,044	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.