Dimensional Fund Advisors
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Dimensional Fund Advisors’s Bluerock Homes Trust BHM Stock Holding History

Dimensional Fund Advisors’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Sell
40,792
-1,626
-4% -$16.7K ﹤0.01% 2952
2025
Q4 		$453K Sell
42,418
-7
-0% -$69 ﹤0.01% 2984
2025
Q3 		$508K Sell
42,425
-375
-0.9% -$4.87K ﹤0.01% 2992
2025
Q2 		$536K Sell
42,800
-15
-0% -$165 ﹤0.01% 2983
2025
Q1 		$487K Sell
42,815
-125
-0.3% -$1.5K ﹤0.01% 3005
2024
Q4 		$570K Hold
42,940
– – ﹤0.01% 3011
2024
Q3 		$642K Sell
42,940
-160
-0.4% -$2.67K ﹤0.01% 2993
2024
Q2 		$754K Sell
43,100
-215
-0.5% -$3.67K ﹤0.01% 2955
2024
Q1 		$735K Sell
43,315
-748
-2% -$11K ﹤0.01% 2974
2023
Q4 		$616K Hold
44,063
– – ﹤0.01% 3008
2023
Q3 		$569K Sell
44,063
-8
-0% -$119 ﹤0.01% 3028
2023
Q2 		$711K Hold
44,071
– – ﹤0.01% 2995
2023
Q1 		$873K Buy
44,071
+554
+1% +$11.4K ﹤0.01% 2927
2022
Q4 		$928 Buy
+43,517
New +$1.02M ﹤0.01% 2911

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Bluerock Homes Trust (BHM) stake by 3.8% in Q1 2026, selling an estimated $16.7K and leaving 40,792 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Dimensional Fund Advisors first reported a position in BHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $873K in Q1 2023. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Dimensional Fund Advisors held 40,792 shares of Bluerock Homes Trust worth $463K as of Q1 2026.
  • Dimensional Fund Advisors sold 1,626 Bluerock Homes Trust shares in Q1 2026, an estimated $16.7K.
  • Bluerock Homes Trust made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2952 holding.
  • Dimensional Fund Advisors first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Bluerock Homes Trust position peaked at $873K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

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