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
Q2 		$64.6M Buy
1,407,794
+3,064
+0.2% +$129K 0.01% 1448
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
New +$16.8M ﹤0.01% 2097
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 $6.73T AUM 46.02% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dimensional Fund Advisors increased its Amalgamated Financial (AMAL) stake by 0.22% in Q2 2026, buying an estimated $129K and bringing the position to 1,407,794 shares worth $64.6M. The position accounts for 0.01% of the portfolio, ranked #1448.

Dimensional Fund Advisors first reported a position in AMAL in Q2 2021 and has held it in 20 quarters since. 196 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Dimensional Fund Advisors held 1,407,794 shares of Amalgamated Financial worth $64.6M as of Q2 2026.
  • Dimensional Fund Advisors bought 3,064 Amalgamated Financial shares in Q2 2026, an estimated $129K.
  • Amalgamated Financial made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1448 holding.
  • Dimensional Fund Advisors first reported a position in Amalgamated Financial in Q2 2021 and has held it in 20 quarters since.
  • 196 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

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