Dimensional Fund Advisors
INNV icon

Dimensional Fund Advisors’s InnovAge Holding INNV Stock Holding History

Dimensional Fund Advisors’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.21M Buy
439,962
+203,477
+86% +$1.67M ﹤0.01% 2521
2026
Q1 		$1.9M Buy
236,485
+187,567
+383% +$1.4M ﹤0.01% 2713
2025
Q4 		$254K Buy
+48,918
New +$257K ﹤0.01% 3063

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

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

Dimensional Fund Advisors increased its InnovAge Holding (INNV) stake by 86% in Q2 2026, buying an estimated $1.67M and bringing the position to 439,962 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Dimensional Fund Advisors first reported a position in INNV in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Dimensional Fund Advisors held 439,962 shares of InnovAge Holding worth $5.21M as of Q2 2026.
  • Dimensional Fund Advisors bought 203,477 InnovAge Holding shares in Q2 2026, an estimated $1.67M.
  • InnovAge Holding made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2521 holding.
  • Dimensional Fund Advisors first reported a position in InnovAge Holding in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

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