Position in SRTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,162,541
+$2,403,049 QoQ
Shares Held
1,738,623
+7.5% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 138 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 90%
Shared 6%
None 4%
Common Shares in SRTA 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. SRTA ranks #27 (0.3% 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 SRTA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,162,541 | 1,738,623 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,759,492 | 1,617,104 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,950,208 | 1,444,950 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,237,357 | 1,825,565 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,744,784 | 1,921,783 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,179,597 | 1,897,289 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,471,856 | 1,522,790 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,833,186 | 1,303,805 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,263,738 | 937,856 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,155,243 | 756,226 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,053,664 | 581,775 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $716,103 | 276,488 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||