Dimensional Fund Advisors Lp

13F Holdings History for LITHIA MOTORS INC - Common Stock (LAD)

Symbol: LAD on NYSE
Investment type: Equity / Common Stock
Latest Disclosed Ownership: 1.33M shares
Security Ownership: 5.1%

Shares, Excluding Options vs Price

Value, Excluding Options

Dimensional Fund Advisors LP ownership in LITHIA MOTORS INC Common Stock (LAD)

2025-07-15 - Dimensional Fund Advisors LP has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 1.33M shares of LITHIA MOTORS INC Common Stock (LAD). This represents 5.1% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Dimensional Fund Advisors LP	5.1%		$427M	1.33M			$321.79	13G	6/30/2025	15 Jul 2025 16:03:17

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0.1%	+0%	$448M	1.33M	+59,136	+4.67%	$337.82	Q2 2025
3/31/2025	0.09%	+0.01%	$372M	1.27M	+72,980		$293.53	Q1 2025
12/31/2024	0.1%	+0%	$427M	1.19M	+27,035	+2.32%	$357.43	Q4 2024
9/30/2024	0.09%	+0.01%	$371M	1.17M	+150,984	+14.9%	$317.64	Q3 2024
6/30/2024	0.07%	+0.01%	$257M	1.02M	+203,543	+25%	$252.45	Q2 2024
3/31/2024	0.07%	+0%	$245M	813K	+34,503	+4.43%	$300.86	Q1 2024
12/31/2023	0.07%	0%	$256M	778K	-8,568	-1.09%	$329.28	Q4 2023
9/30/2023	0.08%	-0.01%	$232M	787K	-51,967	-6.19%	$295.34	Q3 2023
6/30/2023	0.08%	+0%	$255M	839K	+48,010	+6.07%	$304.11	Q2 2023
3/31/2023	0.06%	+0%	$181M	791K	+16,979	+2.19%	$228.93	Q1 2023
12/31/2022	0.05%	+0%	$158M	774K	+12,144	+1.59%	$204.74	Q4 2022
9/30/2022	0.06%	0%	$163M	762K	-9,313	-1.21%	$214.55	Q3 2022
6/30/2022	0.08%	0%	$212M	771K	-1,329	-0.17%	$274.83	Q2 2022
3/31/2022	0.07%	+0%	$232M	773K	+16,902	+2.24%	$300.16	Q1 2022
12/31/2021	0.07%	0%	$224M	756K	-55,326	-6.82%	$296.95	Q4 2021
9/30/2021	0.08%	+0%	$257M	811K	+7,441	+0.93%	$317.09	Q3 2021
6/30/2021	0.09%	-0.01%	$276M	804K	-131,729	-14.1%	$343.63	Q2 2021
3/31/2021	0.12%	-0.04%	$365M	935K	-288,166	-23.6%	$390.10	Q1 2021
12/31/2020	0.13%	0%	$358M	1.22M	-9,560	-0.78%	$292.67	Q4 2020
9/30/2020	0.12%	0%	$281M	1.23M	-10,634	-0.86%	$227.93	Q3 2020
6/30/2020	0.08%	+0%	$188M	1.24M	+31,089	+2.56%	$151.33	Q2 2020
3/31/2020	0.05%	0%	$99.2M	1.21M	-90,166	-6.92%	$81.79	Q1 2020
12/31/2019	0.07%	0%	$191M	1.3M	-20,314	-1.54%	$147.00	Q4 2019
9/30/2019	0.07%	+0%	$175M	1.32M	+16,564	+1.27%	$132.38	Q3 2019
6/30/2019	0.06%	0%	$155M	1.31M	-49,079	-3.62%	$118.78	Q2 2019
3/31/2019	0.05%	+0%	$126M	1.36M	+31,813	+2.4%	$92.75	Q1 2019
12/31/2018	0.05%	+0.01%	$101M	1.32M	+200,381	+17.8%	$76.33	Q4 2018
9/30/2018	0.03%	+0%	$91.7M	1.12M	+91,258	+8.84%	$81.66	Q3 2018
6/30/2018	0.04%	+0%	$97.6M	1.03M	+43,537	+4.4%	$94.57	Q2 2018
3/31/2018	0.04%	+0%	$99.4M	989K	+779	+0.08%	$100.52	Q1 2018
12/31/2017	0.05%	+0%	$112M	988K	+9,979	+1.02%	$113.59	Q4 2017
9/30/2017	0.05%	+0%	$118M	978K	+42,944	+4.59%	$120.31	Q3 2017
6/30/2017	0.04%	+0%	$88.1M	935K	+12,244	+1.33%	$94.23	Q2 2017
3/31/2017	0.04%	+0%	$79M	923K	+113,357	+14%	$85.65	Q1 2017
12/31/2016	0.04%	+0%	$78.4M	809K	+54,785	+7.26%	$96.83	Q4 2016
9/30/2016	0.04%	+0%	$72.1M	754K	+21,985	+3%	$95.52	Q3 2016
6/30/2016	0.03%	+0%	$52.1M	732K	+12,935	+1.8%	$71.07	Q2 2016
3/31/2016	0.04%	0%	$62.8M	719K	-819	-0.11%	$87.34	Q1 2016
12/31/2015	0.05%	+0%	$76.8M	720K	+34,754	+5.07%	$106.67	Q4 2015
9/30/2015	0.05%	+0%	$74.1M	686K	+17,957	+2.69%	$108.11	Q3 2015
6/30/2015	0.05%	+0%	$75.5M	668K	+28,407	+4.44%	$113.16	Q2 2015
3/31/2015	0.04%	-0.01%	$63.5M	639K	-222,555	-25.8%	$99.41	Q1 2015
12/31/2014	0.05%	-0.01%	$74.7M	862K	-120,124	-12.2%	$86.69	Q4 2014
9/30/2014	0.05%	0%	$74.3M	982K	-123	-0.01%	$75.69	Q3 2014
6/30/2014	0.06%	-0.01%	$92.4M	982K	-83,638	-7.85%	$94.07	Q2 2014
3/31/2014	0.05%	-0.01%	$70.8M	1.07M	-181,384	-14.5%	$66.46	Q1 2014
12/31/2013	0.07%		$86.6M	1.25M			$69.42	Q4 2013

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.