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 Q3	$372K	Hold	3,315	–	–	﹤0.01%	2976
2026 Q2	$345K	Hold	3,315	–	–	﹤0.01%	3009
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	Buy	+4,303	New	+$311K	﹤0.01%	3134
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

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Dimensional Fund Advisors held its Formula Systems (FORTY) position steady in Q3 2026 at 3,315 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Dimensional Fund Advisors first reported a position in FORTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $567K in Q4 2025. 7 funds tracked by Wall St. Rank hold FORTY as of Q3 2026.

Dimensional Fund Advisors held 3,315 shares of Formula Systems worth $372K as of Q3 2026.
Dimensional Fund Advisors left its Formula Systems share count unchanged in Q3 2026.
Formula Systems made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2976 holding.
Dimensional Fund Advisors first reported a position in Formula Systems in Q4 2021 and has held it in 19 quarters since.
Dimensional Fund Advisors's Formula Systems position peaked at $567K in Q4 2025.
7 funds tracked by Wall St. Rank held Formula Systems as of Q3 2026.

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