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
Q3 		$3.97M Buy
450,705
+10,743
+2% +$117K ﹤0.01% 2560
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

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

Dimensional Fund Advisors increased its InnovAge Holding (INNV) stake by 2.4% in Q3 2026, buying an estimated $117K and bringing the position to 450,705 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Dimensional Fund Advisors first reported a position in INNV in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.21M in Q2 2026. 45 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

  • Dimensional Fund Advisors held 450,705 shares of InnovAge Holding worth $3.97M as of Q3 2026.
  • Dimensional Fund Advisors bought 10,743 InnovAge Holding shares in Q3 2026, an estimated $117K.
  • InnovAge Holding made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2560 holding.
  • Dimensional Fund Advisors first reported a position in InnovAge Holding in Q4 2025 and has held it in 4 quarters since.
  • Dimensional Fund Advisors's InnovAge Holding position peaked at $5.21M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

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