Dimensional Fund Advisors
AIFU

Dimensional Fund Advisors’s AIFU Inc AIFU Stock Holding History

Dimensional Fund Advisors’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-398
Closed -$33.5K – 3343
2025
Q1 		$33.5K Sell
398
-742
-65% -$122K ﹤0.01% 3280
2024
Q4 		$502K Hold
1,140
– – ﹤0.01% 3036
2024
Q3 		$645K Sell
1,140
-26
-2% -$14.6K ﹤0.01% 2992
2024
Q2 		$930K Buy
1,166
+121
+12% +$162K ﹤0.01% 2923
2024
Q1 		$1.99M Buy
1,045
+24
+2% +$52.7K ﹤0.01% 2795
2023
Q4 		$2.69M Sell
1,021
-67
-6% -$185K ﹤0.01% 2726
2023
Q3 		$3.14M Sell
1,088
-87
-7% -$245K ﹤0.01% 2656
2023
Q2 		$3.9M Sell
1,175
-98
-8% -$316K ﹤0.01% 2602
2023
Q1 		$4.41M Sell
1,273
-2
-0.2% -$6.21K ﹤0.01% 2515
2022
Q4 		$3.77K Sell
1,275
-14
-1% -$32.5K ﹤0.01% 2540
2022
Q3 		$2.66M Buy
1,289
+56
+5% +$113K ﹤0.01% 2627
2022
Q2 		$2.55M Buy
1,233
+114
+10% +$263K ﹤0.01% 2668
2022
Q1 		$3.26M Hold
1,119
– – ﹤0.01% 2674
2021
Q4 		$3.25M Sell
1,119
-11
-1% -$52.7K ﹤0.01% 2704
2021
Q3 		$5.43M Sell
1,130
-11
-1% -$61.3K ﹤0.01% 2559
2021
Q2 		$6.89M Buy
1,141
+16
+1% +$89.3K ﹤0.01% 2505
2021
Q1 		$6.27M Buy
1,125
+4
+0.4% +$23.4K ﹤0.01% 2496
2020
Q4 		$5.4M Buy
1,121
+22
+2% +$129K ﹤0.01% 2500
2020
Q3 		$7.37M Buy
1,099
+25
+2% +$204K ﹤0.01% 2336
2020
Q2 		$8.6M Buy
1,074
+39
+4% +$307K ﹤0.01% 2260
2020
Q1 		$8.33M Buy
1,035
+332
+47% +$2.97M ﹤0.01% 2197
2019
Q4 		$7.3M Buy
703
+388
+123% +$4M ﹤0.01% 2475
2019
Q3 		$3.35M Buy
315
+227
+258% +$2.76M ﹤0.01% 2724
2019
Q2 		$1.18M Buy
+88
New +$1M ﹤0.01% 3021

Other funds holding AIFU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $379M AUM 13.86% 1-Year Est. Return

Dimensional Fund Advisors's AIFU Position: Q2 2025 in Review

Dimensional Fund Advisors sold out of AIFU Inc (AIFU) in Q2 2025, closing a stake of 398 shares — an estimated $33.5K sold.

Dimensional Fund Advisors first reported a position in AIFU in Q2 2019 and held it in 24 quarters. The position peaked at $8.6M in Q2 2020. 9 funds tracked by Wall St. Rank hold AIFU as of Q2 2025.

  • Dimensional Fund Advisors reported no remaining AIFU Inc position as of Q2 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 398 AIFU Inc shares in Q2 2025, an estimated $33.5K.
  • Dimensional Fund Advisors first reported a position in AIFU Inc in Q2 2019 and held it in 24 quarters.
  • Dimensional Fund Advisors's AIFU Inc position peaked at $8.6M in Q2 2020.
  • 9 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2025.

Based on Dimensional Fund Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.