Dimensional Fund Advisors
LOAR icon

Dimensional Fund Advisors’s Loar Holdings LOAR Stock Holding History

Dimensional Fund Advisors’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.7M Buy
864,595
+117,244
+16% +$7.47M 0.01% 1411
2026
Q1 		$42.8M Buy
747,351
+110,864
+17% +$7.48M 0.01% 1583
2025
Q4 		$43.3M Buy
636,487
+123,377
+24% +$9M 0.01% 1583
2025
Q3 		$41M Buy
513,110
+252,613
+97% +$19M 0.01% 1625
2025
Q2 		$22.5M Buy
260,497
+243,091
+1,397% +$21M 0.01% 1915
2025
Q1 		$1.23M Buy
17,406
+12,195
+234% +$880K ﹤0.01% 2839
2024
Q4 		$385K Sell
5,211
-49
-0.9% -$4.02K ﹤0.01% 3075
2024
Q3 		$392K Buy
+5,260
New +$349K ﹤0.01% 3074

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dimensional Fund Advisors increased its Loar Holdings (LOAR) stake by 16% in Q2 2026, buying an estimated $7.47M and bringing the position to 864,595 shares worth $69.7M. The position accounts for 0.01% of the portfolio, ranked #1411.

Dimensional Fund Advisors first reported a position in LOAR in Q3 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Dimensional Fund Advisors held 864,595 shares of Loar Holdings worth $69.7M as of Q2 2026.
  • Dimensional Fund Advisors bought 117,244 Loar Holdings shares in Q2 2026, an estimated $7.47M.
  • Loar Holdings made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1411 holding.
  • Dimensional Fund Advisors first reported a position in Loar Holdings in Q3 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

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