Position in SF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$193,420,252
+$49,349,970 QoQ
Shares Held
2,616,616
+51.6% QoQ
Ownership
0.691%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.75960859369506.ToString("F0")%
Shared 14.008704372364916.ToString("F0")%
None 4.2316870339400205.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. SF ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 6 | SF |
Stifel Financial Corp
This page
|
2,616,616 | $193,420,252 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,107,795 | $169,993,665 | |
| 8 | EVR |
Evercore Inc.
|
548,530 | $163,741,687 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,420,252 | 2,616,616 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $144,070,282 | 1,725,806 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $123,025,815 | 1,626,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117,036,565 | 1,691,605 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $95,270,528 | 1,516,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $116,435,738 | 1,646,433 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $123,360,372 | 1,970,613 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $112,634,099 | 2,007,738 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $104,259,168 | 2,000,625 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $95,859,647 | 2,079,385 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $86,621,263 | 2,114,777 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $78,424,079 | 1,971,445 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $79,659,513 | 2,022,159 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $86,569,171 | 2,224,668 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $77,035,203 | 2,226,020 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $81,838,605 | 2,191,321 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $100,963,617 | 2,230,417 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $109,299,710 | 2,328,166 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $117,438,409 | 2,592,076 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $131,417,775 | 3,039,264 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $151,992,461 | 3,558,984 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $138,621,592 | 4,120,737 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $65,689,811 | 2,923,302 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $61,723,230 | 2,928,047 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $52,674,421 | 2,871,057 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||