Dimensional Fund Advisors
OLO

Dimensional Fund Advisors’s Olo Inc OLO Stock Holding History

Dimensional Fund Advisors’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,523,547
Closed -$31.4M – 3324
2025
Q2 		$31.4M Sell
3,523,547
-99,202
-3% -$769K 0.01% 1763
2025
Q1 		$21.9M Buy
3,622,749
+130,994
+4% +$915K 0.01% 1903
2024
Q4 		$26.8M Buy
3,491,755
+206,538
+6% +$1.29M 0.01% 1866
2024
Q3 		$16.3M Buy
3,285,217
+212,513
+7% +$1.05M ﹤0.01% 2096
2024
Q2 		$13.6M Sell
3,072,704
-334,890
-10% -$1.59M ﹤0.01% 2129
2024
Q1 		$18.7M Sell
3,407,594
-3,477
-0.1% -$19K 0.01% 2020
2023
Q4 		$19.5M Buy
3,411,071
+416,851
+14% +$2.29M 0.01% 1998
2023
Q3 		$18.1M Buy
2,994,220
+1,010,214
+51% +$6.6M 0.01% 1977
2023
Q2 		$12.8M Buy
1,984,006
+706,688
+55% +$5.09M ﹤0.01% 2143
2023
Q1 		$10.4M Buy
+1,277,318
New +$9.83M ﹤0.01% 2214
2022
Q3 		$2.54M Buy
321,792
+251,933
+361% +$2.41M ﹤0.01% 2638
2022
Q2 		$690K Buy
+69,859
New +$761K ﹤0.01% 2995

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors's OLO Position: Q3 2025 in Review

Dimensional Fund Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 3,523,547 shares — an estimated $31.4M sold.

Dimensional Fund Advisors first reported a position in OLO in Q2 2022 and held it in 12 quarters. The position peaked at $31.4M in Q2 2025. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Dimensional Fund Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 3,523,547 Olo Inc shares in Q3 2025, an estimated $31.4M.
  • Dimensional Fund Advisors first reported a position in Olo Inc in Q2 2022 and held it in 12 quarters.
  • Dimensional Fund Advisors's Olo Inc position peaked at $31.4M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Dimensional Fund Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.