Position in MC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$72,833,118
-$10,798,989 QoQ
Shares Held
1,277,774
+5.0% QoQ
Ownership
1.63%
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 88.03739941492002.ToString("F0")%
Shared 7.1002383833134814.ToString("F0")%
None 4.862362201766509.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. MC ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,833,118 | 1,277,774 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $83,632,107 | 1,216,644 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $79,269,253 | 1,111,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,849,878 | 1,040,595 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,617,686 | 644,580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,249,854 | 707,226 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,087,934 | 731,104 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,071,214 | 792,670 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,681,894 | 1,016,063 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $63,085,683 | 1,123,921 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $54,117,592 | 1,199,149 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $55,743,715 | 1,229,460 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,858,049 | 1,036,890 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,982,804 | 1,015,971 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $34,729,833 | 1,027,206 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,690,021 | 1,008,641 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,472,014 | 968,520 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $59,604,160 | 953,514 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $58,511,696 | 945,720 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $52,365,196 | 920,464 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $52,523,233 | 957,056 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $48,929,476 | 1,046,396 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $38,008,829 | 1,081,640 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,315,150 | 1,069,164 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,575,952 | 1,052,525 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||