Dimensional Fund Advisors’s Equitable Holdings EQH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170M	Buy	3,865,401 +8,684	+0.2%	+$363K	0.03%	783
2026 Q1	$143M	Buy	3,856,717 +429,621	+13%	+$18.4M	0.03%	818
2025 Q4	$163M	Sell	3,427,096 -207,458	-6%	-$9.84M	0.03%	709
2025 Q3	$185M	Sell	3,634,554 -366,602	-9%	-$19.4M	0.04%	593
2025 Q2	$224M	Sell	4,001,156 -42,204	-1%	-$2.17M	0.05%	440
2025 Q1	$211M	Sell	4,043,360 -9,412	-0.2%	-$493K	0.05%	440
2024 Q4	$191M	Sell	4,052,772 -82,216	-2%	-$3.8M	0.05%	521
2024 Q3	$174M	Buy	4,134,988 +51,338	+1%	+$2.11M	0.04%	587
2024 Q2	$167M	Buy	4,083,650 +539,904	+15%	+$21.2M	0.04%	552
2024 Q1	$135M	Sell	3,543,746 -421,785	-11%	-$14.3M	0.04%	718
2023 Q4	$132M	Sell	3,965,531 -14,429	-0.4%	-$422K	0.04%	672
2023 Q3	$113M	Buy	3,979,960 +9,116	+0.2%	+$257K	0.04%	701
2023 Q2	$108M	Sell	3,970,844 -168,354	-4%	-$4.26M	0.03%	769
2023 Q1	$105M	Buy	+4,139,198	New	+$122M	0.04%	756
2022 Q3	$121M	Sell	4,610,467 -279,829	-6%	-$7.95M	0.05%	549
2022 Q2	$127M	Buy	4,890,296 +790,704	+19%	+$22.9M	0.05%	542
2022 Q1	$127M	Buy	4,099,592 +714,996	+21%	+$23.6M	0.04%	660
2021 Q4	$111M	Buy	3,384,596 +773,812	+30%	+$25.4M	0.03%	795
2021 Q3	$77.4M	Buy	2,610,784 +385,495	+17%	+$11.7M	0.02%	1042
2021 Q2	$67.7M	Buy	2,225,289 +35,242	+2%	+$1.15M	0.02%	1177
2021 Q1	$71.4M	Sell	2,190,047 -9,702	-0.4%	-$280K	0.02%	1123
2020 Q4	$56.3M	Buy	2,199,749 +120,978	+6%	+$2.83M	0.02%	1273
2020 Q3	$37.9M	Buy	2,078,771 +276,189	+15%	+$5.55M	0.02%	1415
2020 Q2	$34.8M	Buy	1,802,582 +392,085	+28%	+$7.01M	0.02%	1507
2020 Q1	$20.4M	Buy	1,410,497 +539,250	+62%	+$11.8M	0.01%	1732
2019 Q4	$21.6M	Buy	871,247 +71,029	+9%	+$1.65M	0.01%	2006
2019 Q3	$17.7M	Buy	800,218 +235,832	+42%	+$5.06M	0.01%	2082
2019 Q2	$11.8M	Buy	564,386 +467,146	+480%	+$10.1M	﹤0.01%	2329
2019 Q1	$1.96M	Buy	97,240 +86,407	+798%	+$1.65M	﹤0.01%	2900
2018 Q4	$180K	Buy	+10,833	New	+$211K	﹤0.01%	3300

Other funds holding EQH

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Equitable Holdings (EQH) stake by 0.23% in Q2 2026, buying an estimated $363K and bringing the position to 3,865,401 shares worth $170M. The position accounts for 0.03% of the portfolio, ranked #783.

Dimensional Fund Advisors first reported a position in EQH in Q4 2018 and has held it in 30 quarters since. The position peaked at $224M in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Dimensional Fund Advisors held 3,865,401 shares of Equitable Holdings worth $170M as of Q2 2026.
Dimensional Fund Advisors bought 8,684 Equitable Holdings shares in Q2 2026, an estimated $363K.
Equitable Holdings made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #783 holding.
Dimensional Fund Advisors first reported a position in Equitable Holdings in Q4 2018 and has held it in 30 quarters since.
Dimensional Fund Advisors's Equitable Holdings position peaked at $224M in Q2 2025.
482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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