Dimensional Fund Advisors’s Ideal Power IPWR Stock Holding History

Dimensional Fund Advisors’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.8K	Buy	+13,937	New	+$61.6K	﹤0.01%	3185
2026 Q1	–	Sell	-11,272	Closed	-$34.8K	–	3257
2025 Q4	$34.8K	Sell	11,272 -4,617	-29%	-$20.3K	﹤0.01%	3222
2025 Q3	$79.9K	Hold	15,889	–	–	﹤0.01%	3212
2025 Q2	$72K	Buy	15,889 +5,578	+54%	+$27K	﹤0.01%	3213
2025 Q1	$53.6K	Buy	+10,311	New	+$64.7K	﹤0.01%	3254

Other funds holding IPWR

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Dimensional Fund Advisors opened a new position in Ideal Power (IPWR) in Q3 2026: 13,937 shares worth $54.8K. The stake represents ﹤0.01% of the portfolio and ranks #3185 among its holdings. This is a return to the name: Dimensional Fund Advisors previously reported a position in IPWR as recently as Q4 2025.

Dimensional Fund Advisors first reported a position in IPWR in Q1 2025 and has held it in 5 quarters since. The position peaked at $79.9K in Q3 2025. 26 funds tracked by Wall St. Rank hold IPWR as of Q3 2026.

Dimensional Fund Advisors held 13,937 shares of Ideal Power worth $54.8K as of Q3 2026.
Ideal Power was a new Dimensional Fund Advisors position in Q3 2026.
Ideal Power made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #3185 holding.
Dimensional Fund Advisors first reported a position in Ideal Power in Q1 2025 and has held it in 5 quarters since.
Dimensional Fund Advisors's Ideal Power position peaked at $79.9K in Q3 2025.
26 funds tracked by Wall St. Rank held Ideal Power as of Q3 2026.

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