Position in MUSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$163,203,244
+$16,343,002 QoQ
Shares Held
302,862
+1.9% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 7%
None 5%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,625,589,696 across 27 Specialty Retail names. MUSA ranks #9 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
1,519,215 | $354,129,015 | |
| 2 | CASY |
Caseys General Stores Inc
|
335,571 | $266,708,472 | |
| 3 | BBY |
Best Buy Co Inc
|
3,413,456 | $259,013,039 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
518,078 | $233,642,814 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
981,733 | $222,666,859 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
4,089,118 | $192,720,129 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
5,466,023 | $172,780,985 | |
| 8 | FIVE |
Five Below, Inc
|
913,892 | $164,308,640 |
All Filings in MUSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,203,244 | 302,862 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $146,860,242 | 297,306 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $121,361,865 | 300,758 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $116,022,957 | 298,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $121,116,969 | 297,731 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $126,084,317 | 268,373 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $111,235,965 | 221,696 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $114,014,137 | 231,327 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $137,682,756 | 293,279 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $165,273,370 | 394,259 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $176,750,355 | 495,710 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $177,777,170 | 520,227 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $174,550,751 | 561,058 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $154,519,822 | 598,798 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $176,083,920 | 629,906 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $195,559,151 | 711,357 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $174,882,573 | 750,988 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $150,385,916 | 752,080 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $148,160,841 | 743,630 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $127,916,433 | 764,776 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $102,724,908 | 770,225 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $118,765,291 | 821,564 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $110,403,895 | 843,615 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $115,036,255 | 896,829 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $110,514,065 | 981,562 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $88,731,450 | 1,051,819 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||