Dimensional Fund Advisors
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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
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

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Finance of America Companies (FOA) stake by 57% in Q1 2026, buying an estimated $763K and bringing the position to 102,061 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Dimensional Fund Advisors first reported a position in FOA in Q1 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Dimensional Fund Advisors held 102,061 shares of Finance of America Companies worth $1.69M as of Q1 2026.
  • Dimensional Fund Advisors bought 36,929 Finance of America Companies shares in Q1 2026, an estimated $763K.
  • Finance of America Companies made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2738 holding.
  • Dimensional Fund Advisors first reported a position in Finance of America Companies in Q1 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

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