Dimensional Fund Advisors
EXFY icon

Dimensional Fund Advisors’s Expensify EXFY Stock Holding History

Dimensional Fund Advisors’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Hold
78,173
– – ﹤0.01% 3112
2026
Q1 		$67.7K Sell
78,173
-68,921
-47% -$81.8K ﹤0.01% 3150
2025
Q4 		$222K Sell
147,094
-150,762
-51% -$239K ﹤0.01% 3079
2025
Q3 		$552K Sell
297,856
-83,090
-22% -$168K ﹤0.01% 2980
2025
Q2 		$986K Buy
380,946
+227,190
+148% +$581K ﹤0.01% 2888
2025
Q1 		$468K Buy
153,756
+98,127
+176% +$341K ﹤0.01% 3011
2024
Q4 		$187K Buy
+55,629
New +$150K ﹤0.01% 3174

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

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

Dimensional Fund Advisors held its Expensify (EXFY) position steady in Q2 2026 at 78,173 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Dimensional Fund Advisors first reported a position in EXFY in Q4 2024 and has held it in 7 quarters since. The position peaked at $986K in Q2 2025. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Dimensional Fund Advisors held 78,173 shares of Expensify worth $140K as of Q2 2026.
  • Dimensional Fund Advisors left its Expensify share count unchanged in Q2 2026.
  • Expensify made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3112 holding.
  • Dimensional Fund Advisors first reported a position in Expensify in Q4 2024 and has held it in 7 quarters since.
  • Dimensional Fund Advisors's Expensify position peaked at $986K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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