Dimensional Fund Advisors
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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors's LDI Position: Q1 2026 in Review

Dimensional Fund Advisors increased its loanDepot (LDI) stake by 258% in Q1 2026, buying an estimated $859K and bringing the position to 579,252 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Dimensional Fund Advisors first reported a position in LDI in Q1 2024 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Dimensional Fund Advisors held 579,252 shares of loanDepot worth $822K as of Q1 2026.
  • Dimensional Fund Advisors bought 417,576 loanDepot shares in Q1 2026, an estimated $859K.
  • loanDepot made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2876 holding.
  • Dimensional Fund Advisors first reported a position in loanDepot in Q1 2024 and has held it in 9 quarters since.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.