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Equibles

DIMENSIONAL FUND ADVISORS LP

Position in IX — Orix Corp

CIK 354204 AUSTIN, TX
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$286,060
-$690,324 QoQ
Shares Held
7,520
-76.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 319 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $357,569,893 across 4 Financial Conglomerates names. IX ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VOYA
Voya Financial, Inc.
 2,819,663 $255,264,089
2 HTH
Hilltop Holdings Inc.
 2,615,508 $101,429,399
3 RILY
BRC Group Holdings, Inc.
 73,426 $590,345
4 IX
Orix Corp
This page 		7,520 $286,060

All Filings in IX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $286,060 7,520
2026-03-31 $976,384 32,557
2025-12-31 $951,286 32,556
2025-09-30 $1,406,692 53,855
2025-06-30 $1,212,814 53,855
2025-03-31 $1,126,702 53,935
2024-12-31 $1,144,203 10,771
2024-09-30 $1,249,974 10,771
2024-06-30 $1,436,215 12,904
2024-03-31 $1,521,862 13,810
2023-12-31 $1,289,715 13,810
2023-09-30 $1,270,196 13,530
2023-06-30 $1,234,071 13,530
2023-03-31 $1,172,348 14,283
2022-12-31 $1,150,066 14,283
2022-09-30 $1,009,379 14,283
2022-06-30 $1,202,056 14,283
2022-03-31 $1,426,157 14,283
2021-12-31 $1,495,351 14,692
2021-09-30 $1,350,029 14,283
2021-06-30 $1,209,198 14,283
2021-03-31 $1,211,055 14,283
2020-12-31 $1,104,504 14,283
2020-09-30 $937,486 14,983
2020-06-30 $922,952 14,983
2020-03-31 $1,421,000 24,044