Position in WTS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$206,186,891
+$54,862,781 QoQ
Shares Held
526,726
+1.0% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 578 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 7%
None 5%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,101,128,960 across 54 Specialty Industrial Machinery names. WTS ranks #18 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in WTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,186,891 | 526,726 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $151,324,110 | 521,286 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $144,254,673 | 522,624 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $145,562,410 | 521,206 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $131,358,863 | 534,218 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $114,645,249 | 562,207 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $117,760,100 | 579,243 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $120,437,265 | 581,289 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $107,736,840 | 587,538 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $123,448,188 | 580,796 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $123,693,746 | 593,711 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $107,419,380 | 621,568 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $114,764,003 | 624,634 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $106,588,974 | 633,252 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $93,408,797 | 638,780 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $81,010,477 | 644,321 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $81,227,948 | 661,250 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $95,986,411 | 687,631 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $134,956,693 | 695,044 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $119,144,040 | 708,811 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $103,145,821 | 706,914 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $86,982,107 | 732,111 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $90,583,257 | 744,316 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $76,445,897 | 763,314 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $63,391,653 | 782,613 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $68,456,116 | 808,696 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||