Dimensional Fund Advisors
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Dimensional Fund Advisors’s Shift4 FOUR Stock Holding History

Dimensional Fund Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.5M Buy
344,961
+4,521
+1% +$208K ﹤0.01% 2205
2026
Q2 		$16.6M Buy
340,440
+5,435
+2% +$235K ﹤0.01% 2119
2026
Q1 		$14.6M Sell
335,005
-175,491
-34% -$9.7M ﹤0.01% 2113
2025
Q4 		$32.1M Sell
510,496
-361,533
-41% -$25.5M 0.01% 1740
2025
Q3 		$67.5M Sell
872,029
-162,663
-16% -$15.1M 0.01% 1347
2025
Q2 		$103M Buy
1,034,692
+103,941
+11% +$9.06M 0.02% 989
2025
Q1 		$76.1M Buy
930,751
+3,781
+0.4% +$390K 0.02% 1177
2024
Q4 		$96.2M Sell
926,970
-7,782
-0.8% -$773K 0.02% 1045
2024
Q3 		$82.8M Buy
934,752
+85,188
+10% +$6.46M 0.02% 1178
2024
Q2 		$62.3M Buy
849,564
+221,881
+35% +$14.7M 0.02% 1318
2024
Q1 		$41.5M Buy
627,683
+16,066
+3% +$1.21M 0.01% 1592
2023
Q4 		$45.5M Buy
611,617
+55,813
+10% +$3.33M 0.01% 1517
2023
Q3 		$30.8M Buy
555,804
+160,513
+41% +$9.8M 0.01% 1670
2023
Q2 		$26.8M Buy
395,291
+87,199
+28% +$5.72M 0.01% 1771
2023
Q1 		$23.4M Buy
+308,092
New +$19.8M 0.01% 1818
2022
Q3 		$10.9M Buy
245,384
+198,102
+419% +$8.32M ﹤0.01% 2120
2022
Q2 		$1.56M Buy
+47,282
New +$2.23M ﹤0.01% 2814
2022
Q1 		– Sell
-15,319
Closed -$887K – 3530
2021
Q4 		$887K Buy
15,319
+93
+0.6% +$5.91K ﹤0.01% 3054
2021
Q3 		$1.18M Buy
15,226
+5,665
+59% +$489K ﹤0.01% 3008
2021
Q2 		$896K Buy
9,561
+422
+5% +$39.8K ﹤0.01% 3052
2021
Q1 		$749K Buy
+9,139
New +$712K ﹤0.01% 3066

Other funds holding FOUR

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

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

Dimensional Fund Advisors increased its Shift4 (FOUR) stake by 1.3% in Q3 2026, buying an estimated $208K and bringing the position to 344,961 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Dimensional Fund Advisors first reported a position in FOUR in Q1 2021 and has held it in 21 quarters since. The position peaked at $103M in Q2 2025. 105 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Dimensional Fund Advisors held 344,961 shares of Shift4 worth $12.5M as of Q3 2026.
  • Dimensional Fund Advisors bought 4,521 Shift4 shares in Q3 2026, an estimated $208K.
  • Shift4 made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2205 holding.
  • Dimensional Fund Advisors first reported a position in Shift4 in Q1 2021 and has held it in 21 quarters since.
  • Dimensional Fund Advisors's Shift4 position peaked at $103M in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

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