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 Q2	$43.5M	Buy	3,261,655 +2,962,866	+992%	+$39.9M	0.01%	1668
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Dimensional Fund Advisors increased its Nu Holdings (NU) stake by 992% in Q2 2026, buying an estimated $39.9M and bringing the position to 3,261,655 shares worth $43.5M. The position accounts for 0.01% of the portfolio, ranked #1668.

Dimensional Fund Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Dimensional Fund Advisors held 3,261,655 shares of Nu Holdings worth $43.5M as of Q2 2026.
Dimensional Fund Advisors bought 2,962,866 Nu Holdings shares in Q2 2026, an estimated $39.9M.
Nu Holdings made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1668 holding.
Dimensional Fund Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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