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
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

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors's IBTA Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Ibotta (IBTA) stake by 0.83% in Q2 2026, selling an estimated $2.5K and leaving 8,917 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Dimensional Fund Advisors first reported a position in IBTA in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Dimensional Fund Advisors held 8,917 shares of Ibotta worth $305K as of Q2 2026.
  • Dimensional Fund Advisors sold 75 Ibotta shares in Q2 2026, an estimated $2.5K.
  • Ibotta made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3025 holding.
  • Dimensional Fund Advisors first reported a position in Ibotta in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.