Position in RKT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,604,768
+$3,026,940 QoQ
Shares Held
3,911,414
-4.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 790 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 86%
Shared 13%
None 1%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $364,343,304 across 7 Mortgage Finance names. RKT ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
2,130,571 | $185,572,732 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,458,560 | $79,783,230 | |
| 3 | RKT |
Rocket Companies, Inc.
This page
|
3,911,414 | $61,604,768 | |
| 4 | ONIT |
Onity Group Inc.
|
482,648 | $19,185,257 | |
| 5 | VEL |
Velocity Financial, Inc.
|
656,725 | $12,123,141 | |
| 6 | UWMC |
UWM Holdings Corp
|
2,522,552 | $5,776,643 | |
| 7 | LDI |
loanDepot, Inc.
|
238,028 | $297,533 |
All Filings in RKT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,604,768 | 3,911,414 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $58,577,828 | 4,110,725 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $89,296,932 | 4,612,445 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,334,331 | 326,849 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,397,682 | 239,611 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,659,297 | 220,323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,789,977 | 247,778 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,406,195 | 229,609 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,228,540 | 235,660 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,524,181 | 242,212 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,376,850 | 233,208 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,732,433 | 211,789 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,228,628 | 248,731 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,399,412 | 264,836 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,767,927 | 252,561 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,828,299 | 289,288 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,401,611 | 326,306 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $939,195 | 84,460 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||