DIMENSIONAL FUND ADVISORS LP

Position in PWP — Perella Weinberg Partners

CIK 354204 AUSTIN, TX

Position in PWP

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

Position Value

$15,659,598

+$169,356 QoQ

Shares Held

981,178

+15.0% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#23

of 163 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 92% Shared 5% None 3%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. PWP ranks #27 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,659,598	981,178	+15.0%	Shares	Sole	2026-08-11
2026-03-31	$15,490,242	852,987	+45.8%	Shares	Sole	2026-05-07
2025-12-31	$10,122,713	585,128	+38.6%	Shares	Sole	2026-02-12
2025-09-30	$9,000,108	422,144	+171.0%	Shares	Sole	2025-11-12
2025-06-30	$3,024,839	155,759	+1186.1%	Shares	Sole	2025-08-12
2025-03-31	$222,842	12,111	-81.2%	Shares	Sole	2025-05-13
2024-12-31	$1,536,535	64,452	-50.2%	Shares	Sole	2025-02-13
2024-09-30	$2,499,969	129,465	-44.1%	Shares	Sole	2024-11-07
2024-06-30	$3,765,595	231,729	-33.3%	Shares	Sole	2024-08-09
2024-03-31	$4,910,117	347,496	+16.9%	Shares	Sole	2024-05-10
2023-12-31	$3,634,939	297,215	+79.6%	Shares	Sole	2024-02-07
2023-09-30	$1,685,044	165,525	+398.7%	Shares	Sole	2023-11-09
2023-06-30	$276,480	33,191	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.