Dimensional Fund Advisors
FTRE icon

Dimensional Fund Advisors’s Fortrea Holdings FTRE Stock Holding History

Dimensional Fund Advisors’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40M Buy
2,006,884
+356,784
+22% +$6.62M 0.01% 1700
2026
Q2 		$28.7M Buy
1,650,100
+350,238
+27% +$4.73M 0.01% 1871
2026
Q1 		$12.2M Buy
1,299,862
+807,081
+164% +$10.4M ﹤0.01% 2179
2025
Q4 		$8.5M Sell
492,781
-98,835
-17% -$1.22M ﹤0.01% 2343
2025
Q3 		$4.98M Sell
591,616
-98,272
-14% -$752K ﹤0.01% 2545
2025
Q2 		$3.41M Sell
689,888
-174,639
-20% -$939K ﹤0.01% 2623
2025
Q1 		$6.53M Sell
864,527
-38,547
-4% -$544K ﹤0.01% 2414
2024
Q4 		$16.8M Sell
903,074
-13,872
-2% -$270K ﹤0.01% 2066
2024
Q3 		$18.3M Sell
916,946
-17,039
-2% -$400K ﹤0.01% 2042
2024
Q2 		$21.8M Buy
933,985
+43,176
+5% +$1.34M 0.01% 1918
2024
Q1 		$35.8M Sell
890,809
-1,192
-0.1% -$41.3K 0.01% 1679
2023
Q4 		$31.1M Sell
892,001
-392,291
-31% -$12M 0.01% 1749
2023
Q3 		$36.7M Buy
+1,284,292
New +$38M 0.01% 1545

Other funds holding FTRE

Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Fortrea Holdings (FTRE) stake by 22% in Q3 2026, buying an estimated $6.62M and bringing the position to 2,006,884 shares worth $40M. The position accounts for 0.01% of the portfolio, ranked #1700.

Dimensional Fund Advisors first reported a position in FTRE in Q3 2023 and has held it in 13 quarters since. 126 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Dimensional Fund Advisors held 2,006,884 shares of Fortrea Holdings worth $40M as of Q3 2026.
  • Dimensional Fund Advisors bought 356,784 Fortrea Holdings shares in Q3 2026, an estimated $6.62M.
  • Fortrea Holdings made up 0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1700 holding.
  • Dimensional Fund Advisors first reported a position in Fortrea Holdings in Q3 2023 and has held it in 13 quarters since.
  • 126 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

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