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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

AMK holding history

AssetMark Financial Holdings, Inc. in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMK overviewAll 13F holders of AMKFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AMK by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,135,506−100.0%Sold outHolders
Q2 20241,135,506$39.2M<0.1%+67,339+6.3%AddedHolders
Q1 20241,068,167$37.8M<0.1%+124,771+13.2%AddedHolders
Q4 2023943,396$28.3M<0.1%+98,444+11.7%AddedHolders
Q3 2023844,952$21.2M<0.1%+91,919+12.2%AddedHolders
Q2 2023753,033$22.3M<0.1%+167,168+28.5%AddedHolders
Q1 2023585,865$18.4M<0.1%+189,590+47.8%AddedHolders
Q4 2022396,275$9.12M<0.1%+24,733+6.7%AddedHolders
Q3 2022371,542$6.80M<0.1%+63,687+20.7%AddedHolders
Q2 2022307,855$5.78M<0.1%+72,328+30.7%AddedHolders
Q1 2022235,527$5.24M<0.1%+27,346+13.1%AddedHolders
Q4 2021208,181$5.45M<0.1%+38,922+23.0%AddedHolders
Q3 2021169,259$4.21M<0.1%+62,447+58.5%AddedHolders
Q2 2021106,812$2.68M<0.1%+30,878+40.7%AddedHolders
Q1 202175,934$1.77M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.