Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 05-10-2024 | 03-31-2024 | 3350 | 369,363,962,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NBT BANCORP INC | COM | 1401 | $82,560,629 | 2,250,835 | 0.00 | 0.00 | 77,538 | 3.57 | 03-31-2024 |
| AGREE RLTY CORP | COM | 1402 | $82,549,596 | 1,445,196 | 0.00 | 0.00 | 35,943 | 2.55 | 03-31-2024 |
| MORNINGSTAR INC | COM | 1403 | $82,443,672 | 267,353 | 0.00 | 0.00 | -28,662 | -9.68 | 03-31-2024 |
| TRIUMPH FINANCIAL INC | COM | 1404 | $82,389,605 | 1,038,699 | 0.00 | 0.00 | -3,834 | -0.37 | 03-31-2024 |
