DIMENSIONAL FUND ADVISORS LP

Position in JEF — Jefferies Financial Group Inc.

CIK 354204 AUSTIN, TX

Back to JEF Full portfolio

Position in JEF

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

Position Value

$110,029,821

-$51,557,695 QoQ

Shares Held

2,666,097

+2.2% QoQ

Ownership

1.30%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85.05534494806453.ToString("F0")% Shared 10.352098967141856.ToString("F0")% None 4.592556084793614.ToString("F0")%

Common Shares in JEF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,431,131,035 across 33 Capital Markets names. JEF ranks #10 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,840,675	$1,557,192,641
2	MS	Morgan Stanley	7,235,756	$1,190,788,362
3	SCHW	Schwab Charles Corp	5,742,934	$539,720,934
4	LPLA	LPL Financial Holdings Inc.	816,367	$245,587,682
5	HOOD	Robinhood Markets, Inc.	3,221,865	$223,275,242
6	SF	Stifel Financial Corp	2,616,616	$193,420,252
7	SNEX	StoneX Group Inc.	2,107,795	$169,993,665
8	EVR	Evercore Inc.	548,530	$163,741,687

All Filings in JEF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$110,029,821	2,666,097	+2.2%	Shares	Sole	2026-05-07
2025-12-31	$161,587,516	2,607,512	+1.1%	Shares	Sole	2026-02-12
2025-09-30	$168,680,235	2,578,420	-12.1%	Shares	Sole	2025-11-12
2025-06-30	$160,391,658	2,932,742	+12.2%	Shares	Sole	2025-08-12
2025-03-31	$140,006,050	2,613,516	-16.7%	Shares	Sole	2025-05-13
2024-12-31	$245,976,626	3,137,457	-15.8%	Shares	Sole	2025-02-13
2024-09-30	$229,266,301	3,724,879	-12.0%	Shares	Sole	2024-11-07
2024-06-30	$210,598,250	4,232,280	+1.8%	Shares	Sole	2024-08-09
2024-03-31	$183,277,525	4,155,953	-5.7%	Shares	Sole	2024-05-10
2023-12-31	$178,041,042	4,405,866	+1.2%	Shares	Sole	2024-02-07
2023-09-30	$159,495,553	4,354,233	+1.0%	Shares	Sole	2023-11-09
2023-06-30	$143,002,866	4,311,211	+0.3%	Shares	Sole	2023-08-09
2023-03-31	$136,401,632	4,297,468	-0.9%	Shares	Sole	2023-05-12
2022-12-31	$142,165,628	4,337,955	+3.5%	Shares	Sole	2023-02-09
2022-09-30	$118,215,816	4,191,649	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$109,337,761	4,140,735	+6.0%	Shares	Sole	2022-08-12
2022-03-31	$122,732,523	3,908,007	+4.2%	Shares	Defined	2022-05-13
2021-12-31	$139,171,148	3,751,881	+1.0%	Shares	Defined	2022-02-09
2021-09-30	$131,876,447	3,715,133	-1.1%	Shares	Defined	2021-11-12
2021-06-30	$122,865,617	3,757,818	-0.1%	Shares	Defined	2021-08-12
2021-03-31	$108,281,303	3,762,864	-2.4%	Shares	Defined	2021-05-14
2020-12-31	$90,682,463	3,855,842	+5.5%	Shares	Defined	2021-03-08
2020-09-30	$62,914,788	3,656,051	+6.9%	Shares	Defined	2020-11-12
2020-06-30	$50,845,302	3,420,195	-5.7%	Shares	Defined	2020-08-13
2020-03-31	$47,394,931	3,626,571	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.