Position in SWIM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$24,533,280
+$6,435,598 QoQ
Shares Held
3,791,852
+12.5% QoQ
Ownership
3.22%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 134 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 90%
Shared 7%
None 3%
Common Shares in SWIM Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,360,067,570 across 29 Building Products & Equipment names. SWIM ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,066,668 | $523,904,652 | |
| 2 | JCI |
Johnson Controls International plc
|
3,580,345 | $523,124,206 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
6,480,398 | $475,337,190 | |
| 4 | OC |
Owens Corning
|
2,951,985 | $469,247,532 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
3,439,279 | $307,746,682 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
4,590,079 | $251,995,335 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
860,168 | $210,887,386 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,277,818 | $200,566,311 |
All Filings in SWIM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,533,280 | 3,791,852 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,097,682 | 3,370,146 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,415,144 | 2,900,023 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,864,479 | 2,741,719 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,736,154 | 2,623,222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,834,278 | 2,462,563 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,581,141 | 2,094,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,127,437 | 1,636,388 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,066,688 | 1,342,142 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,384,557 | 1,107,212 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,756,738 | 1,048,190 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,166,979 | 773,922 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $779,966 | 210,234 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $230,943 | 80,750 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $111,147 | 34,518 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $90,151 | 25,112 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $220,006 | 31,747 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||