Dimensional Fund Advisors
ALTI icon

Dimensional Fund Advisors’s AlTi Global ALTI Stock Holding History

Dimensional Fund Advisors’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354K Buy
97,681
+30,878
+46% +$130K ﹤0.01% 2992
2025
Q4 		$310K Buy
66,803
+14,641
+28% +$60.4K ﹤0.01% 3036
2025
Q3 		$186K Buy
52,162
+13,514
+35% +$56.1K ﹤0.01% 3129
2025
Q2 		$160K Buy
38,648
+25,663
+198% +$88.5K ﹤0.01% 3140
2025
Q1 		$39.5K Buy
12,985
+2,909
+29% +$10.4K ﹤0.01% 3272
2024
Q4 		$44.4K Buy
+10,076
New +$42.7K ﹤0.01% 3299

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors's ALTI Position: Q1 2026 in Review

Dimensional Fund Advisors increased its AlTi Global (ALTI) stake by 46% in Q1 2026, buying an estimated $130K and bringing the position to 97,681 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Dimensional Fund Advisors first reported a position in ALTI in Q4 2024 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Dimensional Fund Advisors held 97,681 shares of AlTi Global worth $354K as of Q1 2026.
  • Dimensional Fund Advisors bought 30,878 AlTi Global shares in Q1 2026, an estimated $130K.
  • AlTi Global made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2992 holding.
  • Dimensional Fund Advisors first reported a position in AlTi Global in Q4 2024 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.