DIMENSIONAL FUND ADVISORS LP

Position in LAD — Lithia Motors Inc

CIK 354204 AUSTIN, TX

Back to LAD Full portfolio

Position in LAD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$409,557,491

+$62,479,158 QoQ

Shares Held

1,409,885

+1.4% QoQ

Ownership

6.41%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

of 440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 5% None 2%

Common Shares in LAD Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $2,501,198,388 across 16 Auto & Truck Dealerships names. LAD ranks #1 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAD	Lithia Motors Inc This page	1,409,885	$409,557,491
2	PAG	Penske Automotive Group, Inc.	1,648,081	$294,924,093
3	AN	Autonation, Inc.	1,506,865	$279,960,446
4	OPLN	OPENLANE, Inc.	6,534,272	$269,473,375
5	KMX	Carmax Inc	4,974,772	$263,115,689
6	ABG	Asbury Automotive Group Inc	1,180,723	$237,419,778
7	GPI	Group 1 Automotive Inc	708,280	$206,229,885
8	CVNA	Carvana Co.	3,075,680	$202,441,256

All Filings in LAD

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,557,493	1,409,885	+6.3%	Shares	Sole	2026-07-14
2026-06-30	$409,557,491	1,409,885	+1.4%	Shares	Sole	2026-08-11
2026-03-31	$347,078,333	1,389,870	+3.2%	Shares	Sole	2026-05-07
2025-12-31	$447,576,391	1,346,783	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$423,651,720	1,340,670	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$448,170,590	1,326,655	+4.7%	Shares	Sole	2025-08-12
2025-06-30	$448,170,592	1,326,655	—	Shares	Sole	2025-07-15
2025-03-31	$372,067,525	1,267,519	+6.1%	Shares	Sole	2025-05-13
2024-12-31	$426,964,072	1,194,539	+2.3%	Shares	Sole	2025-02-13
2024-09-30	$370,845,968	1,167,504	+14.9%	Shares	Sole	2024-11-07
2024-06-30	$256,620,473	1,016,520	+25.0%	Shares	Sole	2024-08-09
2024-03-31	$244,592,258	812,977	+4.4%	Shares	Sole	2024-05-10
2023-12-31	$256,335,915	778,474	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$232,437,111	787,042	-6.2%	Shares	Sole	2023-11-09
2023-06-30	$255,151,025	839,009	+6.1%	Shares	Sole	2023-08-09
2023-03-31	$181,083,398	790,999	+2.2%	Shares	Sole	2023-05-12
2022-12-31	$158,472,852	774,020	+1.6%	Shares	Sole	2023-02-09
2022-09-30	$163,460,493	761,876	-1.2%	Shares	Sole	2022-11-10
2022-06-30	$211,930,447	771,189	-0.2%	Shares	Sole	2022-08-12
2022-03-31	$231,848,102	772,518	+2.2%	Shares	Defined	2022-05-13
2021-12-31	$224,380,171	755,616	-6.8%	Shares	Defined	2022-02-09
2021-09-30	$257,101,051	810,942	+0.9%	Shares	Defined	2021-11-12
2021-06-30	$276,115,083	803,501	-14.1%	Shares	Defined	2021-08-12
2021-03-31	$364,823,870	935,230	-23.6%	Shares	Defined	2021-05-14
2020-12-31	$358,051,307	1,223,396	-0.8%	Shares	Defined	2021-03-08
2020-09-30	$281,039,990	1,232,956	-0.9%	Shares	Defined	2020-11-12
2020-06-30	$188,192,474	1,243,590	+2.6%	Shares	Defined	2020-08-13
2020-03-31	$99,170,456	1,212,501	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.