Position in TW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$56,203,355
-$355,099 QoQ
Shares Held
563,951
+17.3% QoQ
Ownership
0.241%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 25%
None 8%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. TW ranks #22 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,203,355 | 563,951 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $56,558,454 | 480,694 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $50,938,039 | 473,666 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $47,172,047 | 425,050 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,011,292 | 362,099 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,861,826 | 349,332 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,739,355 | 326,454 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,088,749 | 307,987 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $32,575,178 | 307,313 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $28,333,092 | 271,989 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,835,139 | 273,274 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,528,122 | 231,024 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,228,292 | 207,773 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,224,860 | 192,671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,172,034 | 187,464 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,895,006 | 157,657 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,606,185 | 140,750 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,851,945 | 123,500 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,748,024 | 117,316 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,685,602 | 119,901 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,823,673 | 116,174 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,803,152 | 105,448 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,794,286 | 76,770 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $2,893,272 | 49,884 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $587,155 | 10,099 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $287,343 | 6,835 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||