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
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

CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
CI
Corient IA Miami, Florida $108M AUM 47.84% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Finance of America Companies (FOA) stake by 33% in Q2 2026, buying an estimated $685K and bringing the position to 135,623 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Dimensional Fund Advisors first reported a position in FOA in Q1 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Dimensional Fund Advisors held 135,623 shares of Finance of America Companies worth $3.73M as of Q2 2026.
  • Dimensional Fund Advisors bought 33,562 Finance of America Companies shares in Q2 2026, an estimated $685K.
  • Finance of America Companies made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2604 holding.
  • Dimensional Fund Advisors first reported a position in Finance of America Companies in Q1 2025 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

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