JHDL Institutional Ownership, Buyers

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in James Halstead plc include FNDC - Schwab Fundamental International Small Company Index ETF, SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares, and PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-06-24	NP	SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	15,541		32
2025-08-29	NP	DDWM - WisdomTree Dynamic Currency Hedged International Equity Fund N/A	45,209	54.96	99	84.91
2025-06-30	NP	PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,956		8
2025-08-29	NP	DFE - WisdomTree Europe SmallCap Dividend Fund N/A	165,215	6.29	361	26.22
2025-07-25	NP	FNDC - Schwab Fundamental International Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	91,756		196
2025-06-26	NP	DFIS - Dimensional International Small Cap ETF	359,470	11.99	735	7.15
2025-08-29	NP	DTH - WisdomTree International High Dividend Fund N/A	92,385	7.46	202	27.22
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	41,132	41.63	84	37.70
2025-06-26	NP	Dfa Investment Trust Co - The United Kingdom Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	226,958	2.28	465	-1.48

DE:HSJA	€1.52
GB:JHD	141.50 GBX

GB:JHDL / James Halstead plc - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers

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