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
Q3 		$589K Buy
14,948
+6,031
+68% +$214K ﹤0.01% 2916
2026
Q2 		$305K Sell
8,917
-75
-0.8% -$2.5K ﹤0.01% 3025
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Notable Capital Management
Notable Capital Management Menlo Park, California $49.5M AUM 24.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SC
Saybrook Capital Winston Salem, North Carolina $403M AUM 14.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Ibotta (IBTA) stake by 68% in Q3 2026, buying an estimated $214K and bringing the position to 14,948 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Dimensional Fund Advisors first reported a position in IBTA in Q3 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold IBTA as of Q3 2026.

  • Dimensional Fund Advisors held 14,948 shares of Ibotta worth $589K as of Q3 2026.
  • Dimensional Fund Advisors bought 6,031 Ibotta shares in Q3 2026, an estimated $214K.
  • Ibotta made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2916 holding.
  • Dimensional Fund Advisors first reported a position in Ibotta in Q3 2025 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held Ibotta as of Q3 2026.

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