Dimensional Fund Advisors
FVR icon

Dimensional Fund Advisors’s FrontView REIT FVR Stock Holding History

Dimensional Fund Advisors’s Portfolio FVR Stock Details FVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.81M Buy
168,426
+43,716
+35% +$861K ﹤0.01% 2637
2026
Q2 		$2.52M Buy
124,710
+41,708
+50% +$751K ﹤0.01% 2696
2026
Q1 		$1.28M Buy
83,002
+63,840
+333% +$1.03M ﹤0.01% 2793
2025
Q4 		$283K Buy
+19,162
New +$275K ﹤0.01% 3052

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Dimensional Fund Advisors increased its FrontView REIT (FVR) stake by 35% in Q3 2026, buying an estimated $861K and bringing the position to 168,426 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Dimensional Fund Advisors first reported a position in FVR in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold FVR as of Q3 2026.

  • Dimensional Fund Advisors held 168,426 shares of FrontView REIT worth $2.81M as of Q3 2026.
  • Dimensional Fund Advisors bought 43,716 FrontView REIT shares in Q3 2026, an estimated $861K.
  • FrontView REIT made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2637 holding.
  • Dimensional Fund Advisors first reported a position in FrontView REIT in Q4 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held FrontView REIT as of Q3 2026.

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