Position in WRLD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$30,330,252
-$3,065,578 QoQ
Shares Held
224,602
-5.6% QoQ
Ownership
4.84%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 7%
None 3%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $9,553,101,085 across 40 Credit Services names. WRLD ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,842,842 | $2,672,660,564 | |
| 2 | MA |
Mastercard Inc
|
4,225,359 | $2,111,242,876 | |
| 3 | AXP |
American Express Co
|
2,711,602 | $820,205,371 | |
| 4 | COF |
Capital One Financial Corp
|
3,695,975 | $674,256,717 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
9,179,771 | $415,201,040 | |
| 6 | SYF |
Synchrony Financial
|
6,039,753 | $410,823,997 | |
| 7 | ALLY |
Ally Financial Inc.
|
9,018,580 | $353,798,891 | |
| 8 | NNI |
Nelnet Inc
|
1,847,699 | $238,279,261 |
All Filings in WRLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,330,252 | 224,602 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $33,395,830 | 237,879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,021,691 | 242,531 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,995,133 | 254,331 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,778,726 | 259,018 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,739,070 | 273,382 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,520,712 | 275,646 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $34,208,549 | 276,813 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $40,680,515 | 280,594 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $37,407,024 | 286,578 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,174,870 | 284,707 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,225,966 | 277,785 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,564,694 | 258,911 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,184,441 | 245,442 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,191,055 | 249,856 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,302,661 | 252,162 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,395,730 | 257,484 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $63,921,261 | 260,446 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $50,313,584 | 265,395 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $42,815,326 | 267,195 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $38,417,134 | 296,063 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $34,338,866 | 335,931 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $38,137,009 | 361,317 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,482,790 | 404,194 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,063,932 | 422,339 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||