Dimensional Fund Advisors’s AvePoint AVPT Stock Holding History

Dimensional Fund Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.2M	Buy	3,322,003 +57,921	+2%	+$596K	0.01%	1749
2026 Q1	$31M	Buy	3,264,082 +666,422	+26%	+$7.51M	0.01%	1753
2025 Q4	$36.1M	Buy	2,597,660 +552,439	+27%	+$7.63M	0.01%	1681
2025 Q3	$30.7M	Buy	2,045,221 +15,940	+0.8%	+$268K	0.01%	1787
2025 Q2	$39.2M	Sell	2,029,281 -67,698	-3%	-$1.17M	0.01%	1628
2025 Q1	$30.3M	Sell	2,096,979 -11,182	-0.5%	-$188K	0.01%	1742
2024 Q4	$34.8M	Sell	2,108,161 -130,318	-6%	-$1.98M	0.01%	1722
2024 Q3	$26.3M	Buy	2,238,479 +306,231	+16%	+$3.35M	0.01%	1864
2024 Q2	$20.1M	Buy	1,932,248 +227,324	+13%	+$1.97M	0.01%	1948
2024 Q1	$13.5M	Buy	1,704,924 +337,999	+25%	+$2.66M	﹤0.01%	2182
2023 Q4	$11.2M	Buy	1,366,925 +405,198	+42%	+$3.16M	﹤0.01%	2270
2023 Q3	$6.46M	Buy	961,727 +702,141	+270%	+$4.42M	﹤0.01%	2444
2023 Q2	$1.5M	Buy	259,586 +225,162	+654%	+$1.19M	﹤0.01%	2855
2023 Q1	$142K	Buy	+34,424	New	+$155K	﹤0.01%	3259

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

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

Dimensional Fund Advisors increased its AvePoint (AVPT) stake by 1.8% in Q2 2026, buying an estimated $596K and bringing the position to 3,322,003 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #1749.

Dimensional Fund Advisors first reported a position in AVPT in Q1 2023 and has held it in 14 quarters since. The position peaked at $39.2M in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Dimensional Fund Advisors held 3,322,003 shares of AvePoint worth $37.2M as of Q2 2026.
Dimensional Fund Advisors bought 57,921 AvePoint shares in Q2 2026, an estimated $596K.
AvePoint made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1749 holding.
Dimensional Fund Advisors first reported a position in AvePoint in Q1 2023 and has held it in 14 quarters since.
Dimensional Fund Advisors's AvePoint position peaked at $39.2M in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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