Dimensional Fund Advisors
AMAL icon

Dimensional Fund Advisors’s Amalgamated Financial AMAL Stock Holding History

Dimensional Fund Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.6M Sell
1,404,730
-4,981
-0.4% -$189K 0.01% 1454
2025
Q4 		$45.2M Buy
1,409,711
+2,538
+0.2% +$73.8K 0.01% 1564
2025
Q3 		$38.2M Buy
1,407,173
+54,885
+4% +$1.63M 0.01% 1664
2025
Q2 		$42.2M Buy
1,352,288
+35,615
+3% +$1.04M 0.01% 1599
2025
Q1 		$37.9M Buy
1,316,673
+97,579
+8% +$3.19M 0.01% 1610
2024
Q4 		$40.8M Buy
1,219,094
+31,647
+3% +$1.09M 0.01% 1631
2024
Q3 		$37.2M Buy
1,187,447
+29,853
+3% +$905K 0.01% 1674
2024
Q2 		$31.7M Buy
1,157,594
+43,213
+4% +$1.05M 0.01% 1724
2024
Q1 		$26.7M Buy
1,114,381
+108,609
+11% +$2.67M 0.01% 1843
2023
Q4 		$27.1M Buy
1,005,772
+122,722
+14% +$2.53M 0.01% 1830
2023
Q3 		$15.2M Buy
883,050
+121,344
+16% +$2.2M 0.01% 2066
2023
Q2 		$12.3M Sell
761,706
-125
-0% -$2.01K ﹤0.01% 2167
2023
Q1 		$13.5M Buy
761,831
+178,404
+31% +$3.93M ﹤0.01% 2097
2022
Q4 		$13.4K Buy
583,427
+150,847
+35% +$3.66M ﹤0.01% 2059
2022
Q3 		$9.76M Buy
432,580
+169,063
+64% +$3.79M ﹤0.01% 2167
2022
Q2 		$5.21M Buy
263,517
+106,894
+68% +$2.06M ﹤0.01% 2433
2022
Q1 		$2.81M Buy
156,623
+41,136
+36% +$703K ﹤0.01% 2730
2021
Q4 		$1.94M Buy
115,487
+44,404
+62% +$773K ﹤0.01% 2853
2021
Q3 		$1.13M Buy
71,083
+48,608
+216% +$744K ﹤0.01% 3022
2021
Q2 		$351K Buy
+22,475
New +$364K ﹤0.01% 3233

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Amalgamated Financial (AMAL) stake by 0.35% in Q1 2026, selling an estimated $189K and leaving 1,404,730 shares worth $54.6M. The position accounts for 0.01% of the portfolio, ranked #1454.

Dimensional Fund Advisors first reported a position in AMAL in Q2 2021 and has held it in 20 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Dimensional Fund Advisors held 1,404,730 shares of Amalgamated Financial worth $54.6M as of Q1 2026.
  • Dimensional Fund Advisors sold 4,981 Amalgamated Financial shares in Q1 2026, an estimated $189K.
  • Amalgamated Financial made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1454 holding.
  • Dimensional Fund Advisors first reported a position in Amalgamated Financial in Q2 2021 and has held it in 20 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

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