Position in SGRY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$83,054,376
+$19,921,159 QoQ
Shares Held
4,943,713
-6.7% QoQ
Ownership
3.78%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 2%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,940,406,674 across 40 Medical Care Facilities names. SGRY ranks #16 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHS |
Universal Health Services Inc
|
2,210,595 | $328,693,368 | |
| 2 | THC |
Tenet Healthcare Corp
|
1,450,408 | $271,342,326 | |
| 3 | DVA |
Davita Inc.
|
1,137,814 | $253,140,856 | |
| 4 | NHC |
National Healthcare Corp
|
929,692 | $196,499,699 | |
| 5 | EHC |
Encompass Health Corp
|
1,743,028 | $176,185,268 | |
| 6 | HCA |
HCA Healthcare, Inc.
|
441,313 | $172,063,523 | |
| 7 | ENSG |
Ensign Group, Inc
|
963,826 | $154,501,305 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
11,427,602 | $122,389,615 |
All Filings in SGRY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,054,376 | 4,943,713 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $63,133,217 | 5,296,411 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $75,806,658 | 4,906,580 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $105,175,051 | 4,860,215 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,058,086 | 3,871,259 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $86,441,827 | 3,639,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,743,315 | 3,577,861 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $97,172,936 | 3,014,049 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $66,637,952 | 2,801,091 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $65,971,786 | 2,211,592 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $58,868,379 | 1,840,212 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $49,463,679 | 1,691,066 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,342,491 | 1,430,151 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,352,570 | 1,141,647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,840,181 | 1,250,545 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,082,873 | 1,328,328 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,949,544 | 1,312,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,984,074 | 1,271,282 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $70,474,174 | 1,319,494 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $60,975,358 | 1,440,136 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $101,000,916 | 1,516,075 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $58,913,423 | 1,331,076 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,822,015 | 1,269,287 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $26,519,980 | 1,210,958 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,953,387 | 1,378,858 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,035,687 | 1,230,580 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||