Dimensional Fund Advisors
FSI icon

Dimensional Fund Advisors’s Flexible Solutions FSI Stock Holding History

Dimensional Fund Advisors’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$498K Buy
92,280
+5,450
+6% +$31.4K ﹤0.01% 2941
2025
Q4 		$584K Buy
86,830
+6,349
+8% +$50.2K ﹤0.01% 2946
2025
Q3 		$776K Buy
80,481
+1,700
+2% +$12.9K ﹤0.01% 2927
2025
Q2 		$382K Buy
78,781
+7,800
+11% +$32.7K ﹤0.01% 3036
2025
Q1 		$358K Buy
70,981
+18,482
+35% +$102K ﹤0.01% 3042
2024
Q4 		$190K Buy
52,499
+11,017
+27% +$42.1K ﹤0.01% 3172
2024
Q3 		$151K Buy
41,482
+7,408
+22% +$19.4K ﹤0.01% 3202
2024
Q2 		$59.6K Sell
34,074
-6,173
-15% -$12.8K ﹤0.01% 3297
2024
Q1 		$75.7K Sell
40,247
-2,030
-5% -$3.81K ﹤0.01% 3293
2023
Q4 		$80.7K Sell
42,277
-17,197
-29% -$32.9K ﹤0.01% 3299
2023
Q3 		$162K Sell
59,474
-3,851
-6% -$10.5K ﹤0.01% 3251
2023
Q2 		$169K Hold
63,325
– – ﹤0.01% 3261
2023
Q1 		$198K Buy
63,325
+3,203
+5% +$9.92K ﹤0.01% 3205
2022
Q4 		$186 Buy
60,122
+11,006
+22% +$34.1K ﹤0.01% 3243
2022
Q3 		$82K Buy
49,116
+254
+0.5% +$562 ﹤0.01% 3358
2022
Q2 		$120K Hold
48,862
– – ﹤0.01% 3310
2022
Q1 		$199K Hold
48,862
– – ﹤0.01% 3312
2021
Q4 		$190K Sell
48,862
-2,419
-5% -$8.8K ﹤0.01% 3352
2021
Q3 		$185K Sell
51,281
-6,994
-12% -$26.2K ﹤0.01% 3360
2021
Q2 		$228K Sell
58,275
-1,623
-3% -$5.54K ﹤0.01% 3312
2021
Q1 		$242K Buy
59,898
+19,028
+47% +$71.1K ﹤0.01% 3259
2020
Q4 		$102K Hold
40,870
– – ﹤0.01% 3275
2020
Q3 		$83K Hold
40,870
– – ﹤0.01% 3276
2020
Q2 		$83K Sell
40,870
-3,915
-9% -$6.37K ﹤0.01% 3288
2020
Q1 		$52K Sell
44,785
-3,406
-7% -$6.95K ﹤0.01% 3317
2019
Q4 		$124K Hold
48,191
– – ﹤0.01% 3300
2019
Q3 		$114K Buy
48,191
+15,981
+50% +$49.3K ﹤0.01% 3337
2019
Q2 		$145K Buy
32,210
+12,620
+64% +$39.8K ﹤0.01% 3356
2019
Q1 		$44K Hold
19,590
– – ﹤0.01% 3416
2018
Q4 		$26K Hold
19,590
– – ﹤0.01% 3423
2018
Q3 		$29K Hold
19,590
– – ﹤0.01% 3409
2018
Q2 		$33K Hold
19,590
– – ﹤0.01% 3349
2018
Q1 		$31K Hold
19,590
– – ﹤0.01% 3332
2017
Q4 		$36K Hold
19,590
– – ﹤0.01% 3307
2017
Q3 		$34K Hold
19,590
– – ﹤0.01% 3316
2017
Q2 		$35K Hold
19,590
– – ﹤0.01% 3292
2017
Q1 		$29K Sell
19,590
-5,866
-23% -$8.57K ﹤0.01% 3293
2016
Q4 		$35K Buy
25,456
+10,566
+71% +$17.4K ﹤0.01% 3278
2016
Q3 		$33K Buy
+14,890
New +$27K ﹤0.01% 3263

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $209M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Flexible Solutions (FSI) stake by 6.3% in Q1 2026, buying an estimated $31.4K and bringing the position to 92,280 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Dimensional Fund Advisors first reported a position in FSI in Q3 2016 and has held it in 39 quarters since. The position peaked at $776K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

  • Dimensional Fund Advisors held 92,280 shares of Flexible Solutions worth $498K as of Q1 2026.
  • Dimensional Fund Advisors bought 5,450 Flexible Solutions shares in Q1 2026, an estimated $31.4K.
  • Flexible Solutions made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2941 holding.
  • Dimensional Fund Advisors first reported a position in Flexible Solutions in Q3 2016 and has held it in 39 quarters since.
  • Dimensional Fund Advisors's Flexible Solutions position peaked at $776K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

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