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
Q2 		$732K Buy
202,742
+105,061
+108% +$363K ﹤0.01% 2913
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 $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Dimensional Fund Advisors's ALTI Position: Q2 2026 in Review

Dimensional Fund Advisors increased its AlTi Global (ALTI) stake by 108% in Q2 2026, buying an estimated $363K and bringing the position to 202,742 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Dimensional Fund Advisors first reported a position in ALTI in Q4 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Dimensional Fund Advisors held 202,742 shares of AlTi Global worth $732K as of Q2 2026.
  • Dimensional Fund Advisors bought 105,061 AlTi Global shares in Q2 2026, an estimated $363K.
  • AlTi Global made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2913 holding.
  • Dimensional Fund Advisors first reported a position in AlTi Global in Q4 2024 and has held it in 7 quarters since.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.