Position in TREE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,895,511
-$1,618,919 QoQ
Shares Held
277,414
+9.0% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 5%
None 4%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $291,275,919 across 4 Financial Conglomerates names. TREE ranks #3 (4.1% of the industry book) .
All Filings in TREE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,895,511 | 277,414 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,514,430 | 254,557 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,264,058 | 251,260 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,485,136 | 255,871 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,889,306 | 236,509 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,939,719 | 204,896 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,271,831 | 177,009 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,361,438 | 152,956 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,028,296 | 189,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,799,558 | 290,223 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,978,367 | 321,185 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,343,724 | 332,145 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,531,458 | 244,991 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,018,853 | 141,531 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,397,685 | 142,401 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,975,587 | 182,008 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,648,415 | 155,832 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $18,250,113 | 148,859 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,652,891 | 147,700 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,794,012 | 159,496 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $35,657,478 | 167,406 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $55,628,925 | 203,181 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $68,411,305 | 222,918 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $65,185,942 | 225,144 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,125,390 | 224,251 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||