Dimensional Fund Advisors
IBTA icon

Dimensional Fund Advisors’s Ibotta IBTA Stock Holding History

Dimensional Fund Advisors’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Sell
8,992
-817
-8% -$19.1K ﹤0.01% 3026
2025
Q4 		$223K Buy
9,809
+447
+5% +$12.1K ﹤0.01% 3078
2025
Q3 		$261K Buy
+9,362
New +$293K ﹤0.01% 3087

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Ibotta (IBTA) stake by 8.3% in Q1 2026, selling an estimated $19.1K and leaving 8,992 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Dimensional Fund Advisors first reported a position in IBTA in Q3 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IBTA as of Q1 2026.

  • Dimensional Fund Advisors held 8,992 shares of Ibotta worth $269K as of Q1 2026.
  • Dimensional Fund Advisors sold 817 Ibotta shares in Q1 2026, an estimated $19.1K.
  • Ibotta made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3026 holding.
  • Dimensional Fund Advisors first reported a position in Ibotta in Q3 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Ibotta as of Q1 2026.

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