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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

FORTY holding history

Formula Systems (1985) Ltd 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.

FORTY overviewAll 13F holders of FORTYFull Q2 2026 holdings

Shares (Q2 2026)
3,315
Value
$344.6K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of FORTY by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,315$344.6K<0.1%00.0%UnchangedHolders
Q1 20263,315$391.2K<0.1%+86+2.7%AddedHolders
Q4 20253,229$566.8K<0.1%−7−0.2%ReducedHolders
Q3 20253,236$459.5K<0.1%−327−9.2%ReducedHolders
Q2 20253,563$456.1K<0.1%−91−2.5%ReducedHolders
Q1 20253,654$317.9K<0.1%+16+0.4%AddedHolders
Q4 20243,638$304.8K<0.1%−321−8.1%ReducedHolders
Q3 20243,959$316.7K<0.1%−118−2.9%ReducedHolders
Q2 20244,077$290.5K<0.1%−49−1.2%ReducedHolders
Q1 20244,126$319.8K<0.1%00.0%UnchangedHolders
Q4 20234,126$267.8K<0.1%00.0%UnchangedHolders
Q3 20234,126$300.2K<0.1%−177−4.1%ReducedHolders
Q2 20234,303$316.0K<0.1%00.0%UnchangedHolders
Q1 20234,303$282.8K<0.1%00.0%UnchangedHolders
Q4 20224,303$305.0K<0.1%+286+7.1%AddedHolders
Q3 20224,017$325.0K<0.1%+19+0.5%AddedHolders
Q2 20223,998$371.0K<0.1%00.0%UnchangedHolders
Q1 20223,998$392.0K<0.1%+1,219+43.9%AddedHolders
Q4 20212,779$340.0K<0.1%+2,779NewHolders