Dimensional Fund Advisors’s Finance of America Companies FOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.05M	Buy	162,298 +26,675	+20%	+$543K	﹤0.01%	2702
2026 Q2	$3.73M	Buy	135,623 +33,562	+33%	+$685K	﹤0.01%	2604
2026 Q1	$1.69M	Buy	102,061 +36,929	+57%	+$763K	﹤0.01%	2738
2025 Q4	$1.58M	Buy	65,132 +15,914	+32%	+$362K	﹤0.01%	2779
2025 Q3	$1.1M	Buy	49,218 +5,082	+12%	+$127K	﹤0.01%	2879
2025 Q2	$1.03M	Buy	44,136 +15,181	+52%	+$319K	﹤0.01%	2883
2025 Q1	$616K	Buy	+28,955	New	+$708K	﹤0.01%	2969

Other funds holding FOA

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Finance of America Companies (FOA) stake by 20% in Q3 2026, buying an estimated $543K and bringing the position to 162,298 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Dimensional Fund Advisors first reported a position in FOA in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.73M in Q2 2026. 24 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

Dimensional Fund Advisors held 162,298 shares of Finance of America Companies worth $2.05M as of Q3 2026.
Dimensional Fund Advisors bought 26,675 Finance of America Companies shares in Q3 2026, an estimated $543K.
Finance of America Companies made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2702 holding.
Dimensional Fund Advisors first reported a position in Finance of America Companies in Q1 2025 and has held it in 7 quarters since.
Dimensional Fund Advisors's Finance of America Companies position peaked at $3.73M in Q2 2026.
24 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

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