DIMENSIONAL FUND ADVISORS LP

Position in NOAH — Noah Holdings Ltd

CIK 354204 AUSTIN, TX

Position in NOAH

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

Position Value

$3,822,801

-$815,446 QoQ

Shares Held

382,663

-18.3% QoQ

Ownership

0.557%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#11

of 88 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 19% None 9%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $6,497,436,121 across 43 Asset Management names. NOAH ranks #35 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	21,716,982	$573,111,152
2	STT	State Street Corp	3,129,977	$530,844,098
3	AMP	Ameriprise Financial Inc	1,076,218	$493,725,766
4	BLK	BlackRock, Inc.	463,304	$445,494,592
5	NTRS	Northern Trust Corp	2,497,902	$434,235,282
6	PFG	Principal Financial Group Inc	3,923,279	$422,851,009
7	RJF	Raymond James Financial Inc	2,449,646	$372,419,678
8	BEN	Franklin Resources Inc	10,224,825	$340,179,925

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,822,801	382,663	-18.3%	Shares	Sole	2026-08-11
2026-03-31	$4,638,247	468,510	+9.4%	Shares	Sole	2026-05-07
2025-12-31	$4,298,906	428,178	+1.1%	Shares	Sole	2026-02-12
2025-09-30	$4,910,576	423,691	-1.0%	Shares	Sole	2025-11-12
2025-06-30	$5,109,912	427,966	+4.6%	Shares	Sole	2025-08-12
2025-03-31	$3,865,340	409,031	+4.6%	Shares	Sole	2025-05-13
2024-12-31	$4,580,470	391,159	+9.6%	Shares	Sole	2025-02-13
2024-09-30	$4,399,452	356,809	+39.6%	Shares	Sole	2024-11-07
2024-06-30	$2,466,595	255,606	+50.5%	Shares	Sole	2024-08-09
2024-03-31	$1,941,212	169,835	-30.2%	Shares	Sole	2024-05-10
2023-12-31	$3,361,739	243,428	-8.1%	Shares	Sole	2024-02-07
2023-09-30	$3,303,251	264,896	-18.4%	Shares	Sole	2023-11-09
2023-06-30	$4,568,620	324,476	-3.7%	Shares	Sole	2023-08-09
2023-03-31	$5,576,818	336,968	-0.7%	Shares	Sole	2023-05-12
2022-12-31	$5,261,799	339,471	-0.1%	Shares	Sole	2023-02-09
2022-09-30	$4,486,840	339,655	+12.6%	Shares	Sole	2022-11-10
2022-06-30	$6,102,398	301,651	+21.2%	Shares	Sole	2022-08-12
2022-03-31	$5,858,169	248,966	0.0%	Shares	Defined	2022-05-13
2021-12-31	$7,640,766	248,966	+0.3%	Shares	Defined	2022-02-09
2021-09-30	$9,220,641	248,334	-2.6%	Shares	Defined	2021-11-12
2021-06-30	$12,039,823	255,081	-2.6%	Shares	Defined	2021-08-12
2021-03-31	$11,633,244	262,010	-12.6%	Shares	Defined	2021-05-14
2020-12-31	$14,334,155	299,815	0.0%	Shares	Defined	2021-03-08
2020-09-30	$7,816,177	299,815	-0.4%	Shares	Defined	2020-11-12
2020-06-30	$7,665,069	300,945	-1.9%	Shares	Defined	2020-08-13
2020-03-31	$7,934,003	306,806	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.