Dimensional Fund Advisors’s InvenTrust Properties IVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40M	Buy	1,129,063 +57,683	+5%	+$1.89M	0.01%	1709
2026 Q1	$32.6M	Buy	1,071,380 +80,985	+8%	+$2.44M	0.01%	1723
2025 Q4	$27.9M	Sell	990,395 -17,915	-2%	-$504K	0.01%	1811
2025 Q3	$28.9M	Buy	1,008,310 +49,336	+5%	+$1.4M	0.01%	1821
2025 Q2	$26.3M	Buy	958,974 +15,278	+2%	+$425K	0.01%	1844
2025 Q1	$27.7M	Buy	943,696 +35,389	+4%	+$1.04M	0.01%	1790
2024 Q4	$27.4M	Buy	908,307 +77,299	+9%	+$2.33M	0.01%	1852
2024 Q3	$23.6M	Buy	831,008 +18,183	+2%	+$504K	0.01%	1929
2024 Q2	$20.1M	Buy	812,825 +35,051	+5%	+$867K	0.01%	1950
2024 Q1	$20M	Buy	777,774 +112,855	+17%	+$2.84M	0.01%	1986
2023 Q4	$16.8M	Buy	664,919 +131,300	+25%	+$3.27M	﹤0.01%	2072
2023 Q3	$12.7M	Buy	533,619 +54,153	+11%	+$1.3M	﹤0.01%	2131
2023 Q2	$11.1M	Buy	479,466 +82,251	+21%	+$1.86M	﹤0.01%	2209
2023 Q1	$9.29M	Buy	+397,215	New	+$9.38M	﹤0.01%	2262
2022 Q3	$4.16M	Buy	195,169 +114,966	+143%	+$3.05M	﹤0.01%	2483
2022 Q2	$2.07M	Buy	+80,203	New	+$2.35M	﹤0.01%	2730

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Dimensional Fund Advisors increased its InvenTrust Properties (IVT) stake by 5.4% in Q2 2026, buying an estimated $1.89M and bringing the position to 1,129,063 shares worth $40M. The position accounts for 0.01% of the portfolio, ranked #1709.

Dimensional Fund Advisors first reported a position in IVT in Q2 2022 and has held it in 16 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Dimensional Fund Advisors held 1,129,063 shares of InvenTrust Properties worth $40M as of Q2 2026.
Dimensional Fund Advisors bought 57,683 InvenTrust Properties shares in Q2 2026, an estimated $1.89M.
InvenTrust Properties made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1709 holding.
Dimensional Fund Advisors first reported a position in InvenTrust Properties in Q2 2022 and has held it in 16 quarters since.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

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