Dimensional Fund Advisors
FORTY

Dimensional Fund Advisors’s Formula Systems FORTY Stock Holding History

Dimensional Fund Advisors’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$391K Buy
3,315
+86
+3% +$11.4K ﹤0.01% 2979
2025
Q4 		$567K Sell
3,229
-7
-0.2% -$1.08K ﹤0.01% 2952
2025
Q3 		$460K Sell
3,236
-327
-9% -$42.2K ﹤0.01% 3008
2025
Q2 		$456K Sell
3,563
-91
-2% -$8.77K ﹤0.01% 3008
2025
Q1 		$318K Buy
3,654
+16
+0.4% +$1.49K ﹤0.01% 3067
2024
Q4 		$305K Sell
3,638
-321
-8% -$27K ﹤0.01% 3105
2024
Q3 		$317K Sell
3,959
-118
-3% -$9.02K ﹤0.01% 3099
2024
Q2 		$290K Sell
4,077
-49
-1% -$3.79K ﹤0.01% 3112
2024
Q1 		$320K Hold
4,126
– – ﹤0.01% 3126
2023
Q4 		$268K Hold
4,126
– – ﹤0.01% 3151
2023
Q3 		$300K Sell
4,126
-177
-4% -$13.1K ﹤0.01% 3140
2023
Q2 		$316K Hold
4,303
– – ﹤0.01% 3149
2023
Q1 		$283K Hold
4,303
– – ﹤0.01% 3134
2022
Q4 		$305 Buy
4,303
+286
+7% +$22.4K ﹤0.01% 3138
2022
Q3 		$325K Buy
4,017
+19
+0.5% +$1.85K ﹤0.01% 3143
2022
Q2 		$371K Hold
3,998
– – ﹤0.01% 3133
2022
Q1 		$392K Buy
3,998
+1,219
+44% +$132K ﹤0.01% 3198
2021
Q4 		$340K Buy
+2,779
New +$317K ﹤0.01% 3243

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Formula Systems (FORTY) stake by 2.7% in Q1 2026, buying an estimated $11.4K and bringing the position to 3,315 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Dimensional Fund Advisors first reported a position in FORTY in Q4 2021 and has held it in 18 quarters since. The position peaked at $567K in Q4 2025. 14 funds tracked by Wall St. Rank hold FORTY as of Q1 2026.

  • Dimensional Fund Advisors held 3,315 shares of Formula Systems worth $391K as of Q1 2026.
  • Dimensional Fund Advisors bought 86 Formula Systems shares in Q1 2026, an estimated $11.4K.
  • Formula Systems made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2979 holding.
  • Dimensional Fund Advisors first reported a position in Formula Systems in Q4 2021 and has held it in 18 quarters since.
  • Dimensional Fund Advisors's Formula Systems position peaked at $567K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Formula Systems as of Q1 2026.

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