Dimensional Fund Advisors
LDI icon

Dimensional Fund Advisors’s loanDepot LDI Stock Holding History

Dimensional Fund Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Sell
238,028
-341,224
-59% -$460K ﹤0.01% 3031
2026
Q1 		$822K Buy
579,252
+417,576
+258% +$859K ﹤0.01% 2876
2025
Q4 		$335K Buy
161,676
+1,715
+1% +$4.76K ﹤0.01% 3022
2025
Q3 		$492K Sell
159,961
-7,737
-5% -$17.9K ﹤0.01% 3001
2025
Q2 		$213K Sell
167,698
-39,745
-19% -$48.6K ﹤0.01% 3105
2025
Q1 		$247K Sell
207,443
-137,262
-40% -$222K ﹤0.01% 3100
2024
Q4 		$703K Buy
344,705
+157,274
+84% +$351K ﹤0.01% 2983
2024
Q3 		$511K Sell
187,431
-11,293
-6% -$26.7K ﹤0.01% 3034
2024
Q2 		$328K Buy
198,724
+158,221
+391% +$338K ﹤0.01% 3093
2024
Q1 		$105K Buy
+40,503
New +$109K ﹤0.01% 3256

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Dimensional Fund Advisors reduced its loanDepot (LDI) stake by 59% in Q2 2026, selling an estimated $460K and leaving 238,028 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Dimensional Fund Advisors first reported a position in LDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $822K in Q1 2026. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Dimensional Fund Advisors held 238,028 shares of loanDepot worth $298K as of Q2 2026.
  • Dimensional Fund Advisors sold 341,224 loanDepot shares in Q2 2026, an estimated $460K.
  • loanDepot made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3031 holding.
  • Dimensional Fund Advisors first reported a position in loanDepot in Q1 2024 and has held it in 10 quarters since.
  • Dimensional Fund Advisors's loanDepot position peaked at $822K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

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