Dimensional Fund Advisors’s Dave Inc DAVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.1M	Buy	253,173 +42,262	+20%	+$8.21M	0.01%	1568
2025 Q4	$46.7M	Buy	210,911 +38,744	+23%	+$8.33M	0.01%	1545
2025 Q3	$34.3M	Buy	172,167 +13,150	+8%	+$2.84M	0.01%	1724
2025 Q2	$42.7M	Buy	159,017 +53,761	+51%	+$8.47M	0.01%	1591
2025 Q1	$8.7M	Buy	105,256 +39,011	+59%	+$3.66M	﹤0.01%	2314
2024 Q4	$5.76M	Buy	+66,245	New	+$4.44M	﹤0.01%	2496
2024 Q1	–	Sell	-16,079	Closed	-$135K	–	3402
2023 Q4	$135K	Buy	+16,079	New	+$100K	﹤0.01%	3248

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Dave Inc (DAVE) stake by 20% in Q1 2026, buying an estimated $8.21M and bringing the position to 253,173 shares worth $44.1M. The position accounts for 0.01% of the portfolio, ranked #1568.

Dimensional Fund Advisors first reported a position in DAVE in Q4 2023 and has held it in 7 quarters since. The position peaked at $46.7M in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Dimensional Fund Advisors held 253,173 shares of Dave Inc worth $44.1M as of Q1 2026.
Dimensional Fund Advisors bought 42,262 Dave Inc shares in Q1 2026, an estimated $8.21M.
Dave Inc made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1568 holding.
Dimensional Fund Advisors first reported a position in Dave Inc in Q4 2023 and has held it in 7 quarters since.
Dimensional Fund Advisors's Dave Inc position peaked at $46.7M in Q4 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

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