Dimensional Fund Advisors
NU icon

Dimensional Fund Advisors’s Nu Holdings NU Stock Holding History

Dimensional Fund Advisors’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.29M Buy
298,789
+271,385
+990% +$4.4M ﹤0.01% 2540
2025
Q4 		$459K Sell
27,404
-3,000
-10% -$48.2K ﹤0.01% 2979
2025
Q3 		$487K Buy
+30,404
New +$424K ﹤0.01% 3002

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Nu Holdings (NU) stake by 990% in Q1 2026, buying an estimated $4.4M and bringing the position to 298,789 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Dimensional Fund Advisors first reported a position in NU in Q3 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Dimensional Fund Advisors held 298,789 shares of Nu Holdings worth $4.29M as of Q1 2026.
  • Dimensional Fund Advisors bought 271,385 Nu Holdings shares in Q1 2026, an estimated $4.4M.
  • Nu Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2540 holding.
  • Dimensional Fund Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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