Position in NMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$27,935,552
+$3,077,439 QoQ
Shares Held
3,181,726
+1.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. NMR ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in NMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,935,552 | 3,181,726 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,858,113 | 3,150,585 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $26,577,571 | 3,167,768 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,092,368 | 3,176,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,938,696 | 3,182,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,591,808 | 3,185,660 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,686,654 | 3,227,402 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,571,729 | 3,174,661 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,287,542 | 3,163,935 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,645,146 | 3,215,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,308,357 | 3,616,044 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,540,652 | 3,617,078 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,171,768 | 3,700,201 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,107,008 | 3,712,371 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,084,299 | 3,755,814 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,152,982 | 3,076,662 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,019,429 | 2,519,394 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,428,854 | 1,760,392 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,544,660 | 1,511,469 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,433,501 | 897,470 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,373,333 | 859,201 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,666,801 | 870,672 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,805,751 | 901,642 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $4,061,873 | 886,872 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,921,234 | 883,161 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,805,919 | 891,316 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||