Surgery Partners shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Surgery Partners
Tip: Access up to 7 years of quarterly data
All positions including Surgery Partners held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Surgery Partners by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105M | 4.9M | 21.64 |
| 2025-06-30 | $86M | 3.9M | 22.23 |
| 2025-03-31 | $86M | 3.6M | 23.75 |
| 2024-12-31 | $76M | 3.6M | 21.17 |
| 2024-09-30 | $97M | 3.0M | 32.24 |
| 2024-06-30 | $67M | 2.8M | 23.79 |
| 2024-03-31 | $66M | 2.2M | 29.83 |
| 2023-12-31 | $59M | 1.8M | 31.99 |
| 2023-09-30 | $50M | 1.7M | 29.25 |
| 2023-06-30 | $64M | 1.4M | 44.99 |
| 2023-03-31 | $39M | 1.1M | 34.47 |
| 2022-12-31 | $35M | 1.3M | 27.86 |
| 2022-09-30 | $31M | 1.3M | 23.40 |
| 2022-06-30 | $38M | 1.3M | 28.92 |
| 2022-03-31 | $70M | 1.3M | 55.05 |
| 2021-12-31 | $71M | 1.3M | 53.41 |
| 2021-09-30 | $61M | 1.4M | 42.34 |
| 2021-06-30 | $101M | 1.5M | 66.62 |
| 2021-03-31 | $59M | 1.3M | 44.16 |
| 2020-12-31 | $37M | 1.3M | 29.01 |
| 2020-09-30 | $27M | 1.2M | 21.89 |
| 2020-06-30 | $16M | 1.4M | 11.57 |
| 2020-03-31 | $8.0M | 1.2M | 6.53 |
| 2019-12-31 | $17M | 1.1M | 15.65 |
| 2019-09-30 | $6.3M | 854k | 7.38 |
| 2019-06-30 | $6.2M | 766k | 8.14 |
| 2019-03-31 | $6.3M | 563k | 11.28 |
| 2018-12-31 | $5.5M | 565k | 9.79 |
| 2018-09-30 | $9.4M | 567k | 16.50 |
| 2018-06-30 | $8.5M | 571k | 14.90 |
| 2018-03-31 | $9.3M | 542k | 17.15 |
| 2017-12-31 | $6.2M | 510k | 12.10 |
| 2017-09-30 | $3.2M | 306k | 10.35 |
| 2017-06-30 | $3.2M | 139k | 22.76 |