Position in SF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$202,502,398
+$9,082,146 QoQ
Shares Held
2,902,428
+10.9% QoQ
Ownership
0.772%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#10
of 595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 13%
None 4%
Common Shares in SF 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. SF ranks #6 (3.1% 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
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|
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 SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,502,398 | 2,902,428 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $193,420,252 | 2,616,616 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $216,105,425 | 1,725,806 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $184,538,722 | 1,626,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $175,554,849 | 1,691,605 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $142,905,792 | 1,516,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $174,653,609 | 1,646,433 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $185,040,559 | 1,970,613 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $168,951,150 | 2,007,738 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $156,388,753 | 2,000,625 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $143,789,470 | 2,079,385 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $129,931,897 | 2,114,777 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $117,636,120 | 1,971,445 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $119,489,271 | 2,022,159 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $129,853,757 | 2,224,668 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $115,552,807 | 2,226,020 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $122,757,909 | 2,191,321 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $151,445,425 | 2,230,417 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $163,949,566 | 2,328,166 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $176,157,614 | 2,592,076 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $197,126,663 | 3,039,264 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $227,988,692 | 3,558,984 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $207,932,389 | 4,120,737 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $147,802,076 | 2,923,302 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $138,877,269 | 2,928,047 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $118,517,448 | 2,871,057 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||