Dimensional Fund Advisors
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Dimensional Fund Advisors’s Empire Petroleum EP Stock Holding History

Dimensional Fund Advisors’s Portfolio EP Stock Details EP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.1K Buy
15,170
+706
+5% +$2.17K ﹤0.01% 3178
2025
Q4 		$43.9K Buy
14,464
+4
+0% +$13 ﹤0.01% 3217
2025
Q3 		$65.5K Hold
14,460
– – ﹤0.01% 3227
2025
Q2 		$76.6K Sell
14,460
-4,406
-23% -$21.8K ﹤0.01% 3207
2025
Q1 		$118K Buy
+18,866
New +$121K ﹤0.01% 3185

Other funds holding EP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Empire Petroleum (EP) stake by 4.9% in Q1 2026, buying an estimated $2.17K and bringing the position to 15,170 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Dimensional Fund Advisors first reported a position in EP in Q1 2025 and has held it in 5 quarters since. The position peaked at $118K in Q1 2025. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

  • Dimensional Fund Advisors held 15,170 shares of Empire Petroleum worth $45.1K as of Q1 2026.
  • Dimensional Fund Advisors bought 706 Empire Petroleum shares in Q1 2026, an estimated $2.17K.
  • Empire Petroleum made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3178 holding.
  • Dimensional Fund Advisors first reported a position in Empire Petroleum in Q1 2025 and has held it in 5 quarters since.
  • Dimensional Fund Advisors's Empire Petroleum position peaked at $118K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

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