Position in MKTX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$95,933,228
+$417,924 QoQ
Shares Held
581,484
+10.3% QoQ
Ownership
1.64%
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 88.04042759560022.ToString("F0")%
Shared 7.143102819682055.ToString("F0")%
None 4.816469584717723.ToString("F0")%
Common Shares in MKTX 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. MKTX ranks #12 (1.7% 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 MKTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,933,228 | 581,484 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $95,515,304 | 526,981 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,806,726 | 521,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $114,220,987 | 511,422 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $101,848,924 | 470,760 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $89,933,854 | 397,867 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $95,333,043 | 372,104 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $64,784,021 | 323,064 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $47,302,966 | 215,749 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $59,224,226 | 202,234 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,035,591 | 196,759 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $50,467,129 | 193,050 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $73,506,171 | 187,856 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,372,750 | 187,790 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $40,411,746 | 181,634 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $45,832,188 | 179,025 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $57,048,818 | 167,692 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $70,754,068 | 172,038 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $75,554,241 | 179,596 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $83,656,206 | 180,453 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $89,589,251 | 179,927 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $103,276,495 | 181,009 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $89,245,850 | 185,315 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $91,689,398 | 183,042 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $62,447,334 | 187,772 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||