Dimensional Fund Advisors
GSHD icon

Dimensional Fund Advisors’s Goosehead Insurance GSHD Stock Holding History

Dimensional Fund Advisors’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12M Buy
264,910
+38,972
+17% +$2.33M ﹤0.01% 2215
2026
Q2 		$11M Sell
225,938
-185,589
-45% -$7.66M ﹤0.01% 2265
2026
Q1 		$17.6M Sell
411,527
-36,586
-8% -$2.05M ﹤0.01% 2034
2025
Q4 		$33M Sell
448,113
-3,548
-0.8% -$253K 0.01% 1727
2025
Q3 		$33.6M Buy
451,661
+19,889
+5% +$1.75M 0.01% 1732
2025
Q2 		$45.6M Buy
431,772
+14,313
+3% +$1.52M 0.01% 1549
2025
Q1 		$49.3M Buy
417,459
+5,326
+1% +$598K 0.01% 1487
2024
Q4 		$44.2M Buy
412,133
+627
+0.2% +$68.5K 0.01% 1580
2024
Q3 		$36.7M Buy
411,506
+18,413
+5% +$1.46M 0.01% 1680
2024
Q2 		$22.6M Buy
393,093
+51,023
+15% +$3.06M 0.01% 1904
2024
Q1 		$22.8M Buy
342,070
+33,980
+11% +$2.6M 0.01% 1918
2023
Q4 		$23.4M Buy
308,090
+30,626
+11% +$2.21M 0.01% 1909
2023
Q3 		$20.7M Buy
277,464
+35,699
+15% +$2.39M 0.01% 1903
2023
Q2 		$15.2M Buy
241,765
+53,763
+29% +$3.09M ﹤0.01% 2060
2023
Q1 		$9.8M Buy
+188,002
New +$8.16M ﹤0.01% 2240
2022
Q3 		$1.87M Buy
52,385
+10,902
+26% +$566K ﹤0.01% 2729
2022
Q2 		$1.9M Sell
41,483
-4,611
-10% -$252K ﹤0.01% 2755
2022
Q1 		$3.62M Sell
46,094
-13,235
-22% -$1.17M ﹤0.01% 2631
2021
Q4 		$7.72M Buy
59,329
+25,528
+76% +$3.66M ﹤0.01% 2409
2021
Q3 		$5.15M Buy
33,801
+27,974
+480% +$3.77M ﹤0.01% 2573
2021
Q2 		$742K Sell
5,827
-26,073
-82% -$2.66M ﹤0.01% 3086
2021
Q1 		$3.42M Sell
31,900
-103,134
-76% -$14M ﹤0.01% 2693
2020
Q4 		$16.8M Sell
135,034
-996
-0.7% -$114K 0.01% 2060
2020
Q3 		$11.8M Buy
136,030
+116
+0.1% +$10.6K 0.01% 2116
2020
Q2 		$10.2M Buy
135,914
+20,789
+18% +$1.2M ﹤0.01% 2193
2020
Q1 		$5.14M Buy
115,125
+40,588
+54% +$2.01M ﹤0.01% 2394
2019
Q4 		$3.16M Buy
74,537
+15,352
+26% +$680K ﹤0.01% 2738
2019
Q3 		$2.92M Buy
59,185
+25,656
+77% +$1.18M ﹤0.01% 2768
2019
Q2 		$1.6M Buy
33,529
+11,342
+51% +$395K ﹤0.01% 2952
2019
Q1 		$619K Buy
22,187
+8,563
+63% +$245K ﹤0.01% 3128
2018
Q4 		$359K Buy
+13,624
New +$379K ﹤0.01% 3199

Other funds holding GSHD

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Goosehead Insurance (GSHD) stake by 17% in Q3 2026, buying an estimated $2.33M and bringing the position to 264,910 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Dimensional Fund Advisors first reported a position in GSHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $49.3M in Q1 2025. 74 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Dimensional Fund Advisors held 264,910 shares of Goosehead Insurance worth $12M as of Q3 2026.
  • Dimensional Fund Advisors bought 38,972 Goosehead Insurance shares in Q3 2026, an estimated $2.33M.
  • Goosehead Insurance made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2215 holding.
  • Dimensional Fund Advisors first reported a position in Goosehead Insurance in Q4 2018 and has held it in 31 quarters since.
  • Dimensional Fund Advisors's Goosehead Insurance position peaked at $49.3M in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

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