Dimensional Fund Advisors
EQH icon

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
Q3 		$198M Buy
3,868,578
+3,177
+0.1% +$160K 0.04% 625
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% -$9.8M 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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Dimensional Fund Advisors's EQH Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Equitable Holdings (EQH) stake by 0.08% in Q3 2026, buying an estimated $160K and bringing the position to 3,868,578 shares worth $198M. The position accounts for 0.04% of the portfolio, ranked #625.

Dimensional Fund Advisors first reported a position in EQH in Q4 2018 and has held it in 31 quarters since. The position peaked at $224M in Q2 2025. 198 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Dimensional Fund Advisors held 3,868,578 shares of Equitable Holdings worth $198M as of Q3 2026.
  • Dimensional Fund Advisors bought 3,177 Equitable Holdings shares in Q3 2026, an estimated $160K.
  • Equitable Holdings made up 0.04% of Dimensional Fund Advisors's portfolio in Q3 2026, its #625 holding.
  • Dimensional Fund Advisors first reported a position in Equitable Holdings in Q4 2018 and has held it in 31 quarters since.
  • Dimensional Fund Advisors's Equitable Holdings position peaked at $224M in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.