Position in WTS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$151,324,110
+$7,069,437 QoQ
Shares Held
521,286
-0.3% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 7%
None 5%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $8,696,278,066 across 55 Specialty Industrial Machinery names. WTS ranks #21 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,397,602 | $751,937,826 | |
| 2 | GEV |
GE Vernova Inc.
|
632,570 | $552,170,351 | |
| 3 | ITW |
Illinois Tool Works Inc
|
2,045,009 | $532,295,390 | |
| 4 | EMR |
Emerson Electric Co
|
4,014,569 | $525,988,829 | |
| 5 | ETN |
Eaton Corp plc
|
1,260,926 | $450,995,400 | |
| 6 | AME |
Ametek Inc/
|
2,075,229 | $444,846,086 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,231,415 | $417,854,770 | |
| 8 | PH |
Parker-Hannifin Corp
|
461,024 | $412,727,122 |
All Filings in WTS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||