DIMENSIONAL FUND ADVISORS LP

Position in SYM — Symbotic Inc.

CIK 354204 AUSTIN, TX

Position in SYM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,916,853

-$882,743 QoQ

Shares Held

109,385

+0.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#68

of 414 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 78% Shared 14% None 8%

Industrials · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $10,217,705,000 across 55 Specialty Industrial Machinery names. SYM ranks #48 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	1,240,206	$884,527,319
2	GEV	GE Vernova Inc.	616,399	$724,182,527
3	EMR	Emerson Electric Co	4,270,506	$611,322,932
4	ITW	Illinois Tool Works Inc	2,228,668	$602,787,832
5	ETN	Eaton Corp plc	1,200,251	$511,450,953
6	AME	Ametek Inc/	2,110,807	$510,688,644
7	RRX	Regal Rexnord Corp	2,018,711	$480,836,771
8	PH	Parker-Hannifin Corp	467,373	$457,146,875

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,916,853	109,385	+0.3%	Shares	Sole	2026-08-11
2026-03-31	$5,799,596	109,015	+26.6%	Shares	Sole	2026-05-07
2025-12-31	$5,124,138	86,120	+16.2%	Shares	Sole	2026-02-12
2025-09-30	$3,994,797	74,115	+24.2%	Shares	Sole	2025-11-12
2025-06-30	$2,319,187	59,696	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$1,190,468	58,905	+18.3%	Shares	Sole	2025-05-13
2024-12-31	$1,180,304	49,781	-18.6%	Shares	Sole	2025-02-13
2024-09-30	$1,492,301	61,185	+41.1%	Shares	Sole	2024-11-07
2024-06-30	$1,524,782	43,367	+24.1%	Shares	Sole	2024-08-09
2024-03-31	$1,572,840	34,952	+36.1%	Shares	Sole	2024-05-10
2023-12-31	$1,318,616	25,689	+20.6%	Shares	Sole	2024-02-07
2023-09-30	$712,159	21,303	+65.6%	Shares	Sole	2023-11-09
2023-06-30	$550,665	12,863	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.