Dimensional Fund Advisors
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Dimensional Fund Advisors’s Lexeo Therapeutics LXEO Stock Holding History

Dimensional Fund Advisors’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.03M Sell
1,191,754
-95,431
-7% -$432K ﹤0.01% 2559
2026
Q2 		$5.99M Buy
1,287,185
+183,601
+17% +$993K ﹤0.01% 2490
2026
Q1 		$6.33M Buy
1,103,584
+240,692
+28% +$1.71M ﹤0.01% 2421
2025
Q4 		$8.57M Sell
862,892
-49,641
-5% -$453K ﹤0.01% 2339
2025
Q3 		$6.06M Buy
912,533
+865,510
+1,841% +$4.19M ﹤0.01% 2485
2025
Q2 		$189K Buy
+47,023
New +$155K ﹤0.01% 3122

Other funds holding LXEO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Lexeo Therapeutics (LXEO) stake by 7.4% in Q3 2026, selling an estimated $432K and leaving 1,191,754 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Dimensional Fund Advisors first reported a position in LXEO in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.57M in Q4 2025. 31 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

  • Dimensional Fund Advisors held 1,191,754 shares of Lexeo Therapeutics worth $4.03M as of Q3 2026.
  • Dimensional Fund Advisors sold 95,431 Lexeo Therapeutics shares in Q3 2026, an estimated $432K.
  • Lexeo Therapeutics made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2559 holding.
  • Dimensional Fund Advisors first reported a position in Lexeo Therapeutics in Q2 2025 and has held it in 6 quarters since.
  • Dimensional Fund Advisors's Lexeo Therapeutics position peaked at $8.57M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

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