Dimensional Fund Advisors
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Dimensional Fund Advisors’s Brookfield BN Stock Holding History

Dimensional Fund Advisors’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.7M Buy
2,290,509
+182,628
+9% +$8.09M 0.02% 1115
2025
Q4 		$96.7M Buy
2,107,881
+26,454
+1% +$1.21M 0.02% 1091
2025
Q3 		$95.2M Buy
2,081,427
+69,904
+3% +$3.1M 0.02% 1111
2025
Q2 		$82.9M Buy
2,011,523
+62,786
+3% +$2.33M 0.02% 1165
2025
Q1 		$68.1M Sell
1,948,737
-328,176
-14% -$12.4M 0.02% 1271
2024
Q4 		$87.2M Sell
2,276,913
-546,944
-19% -$20.6M 0.02% 1146
2024
Q3 		$100M Sell
2,823,857
-158,880
-5% -$5.01M 0.02% 1031
2024
Q2 		$82.6M Sell
2,982,737
-349,897
-10% -$9.75M 0.02% 1110
2024
Q1 		$93M Sell
3,332,634
-930,462
-22% -$25.1M 0.03% 1000
2023
Q4 		$114M Buy
4,263,096
+80,793
+2% +$1.83M 0.03% 793
2023
Q3 		$87.2M Buy
4,182,303
+737,908
+21% +$16.6M 0.03% 923
2023
Q2 		$77.3M Buy
3,444,395
+1,240,661
+56% +$26.3M 0.02% 1028
2023
Q1 		$47.9M Buy
2,203,734
+884,088
+67% +$19.9M 0.02% 1361
2022
Q4 		$27.7K Sell
1,319,646
-107,380
-8% -$2.41M 0.01% 1690
2022
Q3 		$31.4M Buy
1,427,026
+329,824
+30% +$8.54M 0.01% 1562
2022
Q2 		$26.3M Buy
1,097,202
+99,962
+10% +$2.67M 0.01% 1706
2022
Q1 		$30.4M Buy
997,240
+37,683
+4% +$1.13M 0.01% 1739
2021
Q4 		$31.2M Buy
959,557
+44,885
+5% +$1.42M 0.01% 1735
2021
Q3 		$26.4M Buy
914,672
+53,690
+6% +$1.57M 0.01% 1859
2021
Q2 		$23.7M Sell
860,982
-53,602
-6% -$1.37M 0.01% 1971
2021
Q1 		$21.8M Sell
914,584
-93,935
-9% -$2.09M 0.01% 1993
2020
Q4 		$22.3M Sell
1,008,519
-16,265
-2% -$326K 0.01% 1921
2020
Q3 		$18.1M Buy
1,024,784
+249,533
+32% +$4.46M 0.01% 1906
2020
Q2 		$13.7M Buy
775,251
+57,068
+8% +$1M 0.01% 2069
2020
Q1 		$11.3M Sell
718,183
-65,150
-8% -$1.34M 0.01% 2062
2019
Q4 		$16.2M Buy
783,333
+8,305
+1% +$166K 0.01% 2149
2019
Q3 		$14.7M Buy
775,028
+39,426
+5% +$714K 0.01% 2172
2019
Q2 		$12.5M Sell
735,602
-53,294
-7% -$901K ﹤0.01% 2299
2019
Q1 		$13.1M Buy
788,896
+20,261
+3% +$315K 0.01% 2281
2018
Q4 		$10.5M Buy
768,635
+22,284
+3% +$333K ﹤0.01% 2317
2018
Q3 		$11.9M Buy
746,351
+463,412
+164% +$7.04M ﹤0.01% 2364
2018
Q2 		$4.09M Buy
282,939
+156,127
+123% +$2.23M ﹤0.01% 2717
2018
Q1 		$1.76M Buy
126,812
+3,632
+3% +$52.6K ﹤0.01% 2887
2017
Q4 		$1.91M Buy
123,180
+7,845
+7% +$119K ﹤0.01% 2864
2017
Q3 		$1.7M Sell
115,335
-11,693
-9% -$164K ﹤0.01% 2895
2017
Q2 		$1.78M Buy
127,028
+82,397
+185% +$1.11M ﹤0.01% 2874
2017
Q1 		$581K Buy
44,631
+7,027
+19% +$89.1K ﹤0.01% 3073
2016
Q4 		$443K Buy
37,604
+8,411
+29% +$103K ﹤0.01% 3112
2016
Q3 		$366K Sell
29,193
-502
-2% -$6.15K ﹤0.01% 3107
2016
Q2 		$350K Buy
29,695
+2,965
+11% +$35.5K ﹤0.01% 3098
2016
Q1 		$327K Buy
26,730
+1,987
+8% +$21.4K ﹤0.01% 3111
2015
Q4 		$274K Buy
24,743
+3,207
+15% +$37.6K ﹤0.01% 3175
2015
Q3 		$238K Buy
+21,536
New +$251K ﹤0.01% 3223

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Brookfield (BN) stake by 8.7% in Q1 2026, buying an estimated $8.09M and bringing the position to 2,290,509 shares worth $92.7M. The position accounts for 0.02% of the portfolio, ranked #1115.

Dimensional Fund Advisors first reported a position in BN in Q3 2015 and has held it in 43 quarters since. The position peaked at $114M in Q4 2023. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Dimensional Fund Advisors held 2,290,509 shares of Brookfield worth $92.7M as of Q1 2026.
  • Dimensional Fund Advisors bought 182,628 Brookfield shares in Q1 2026, an estimated $8.09M.
  • Brookfield made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1115 holding.
  • Dimensional Fund Advisors first reported a position in Brookfield in Q3 2015 and has held it in 43 quarters since.
  • Dimensional Fund Advisors's Brookfield position peaked at $114M in Q4 2023.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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