Dimensional Fund Advisors
OPRT icon

Dimensional Fund Advisors’s Oportun Financial OPRT Stock Holding History

Dimensional Fund Advisors’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.5M Buy
1,663,841
+300,053
+22% +$1.61M ﹤0.01% 2326
2026
Q1 		$6.29M Buy
1,363,788
+234,723
+21% +$1.19M ﹤0.01% 2424
2025
Q4 		$5.97M Buy
1,129,065
+116,951
+12% +$617K ﹤0.01% 2472
2025
Q3 		$6.24M Buy
1,012,114
+147,319
+17% +$949K ﹤0.01% 2474
2025
Q2 		$6.19M Buy
864,795
+159,497
+23% +$957K ﹤0.01% 2459
2025
Q1 		$3.87M Buy
705,298
+136,987
+24% +$753K ﹤0.01% 2569
2024
Q4 		$2.21M Buy
568,311
+24,984
+5% +$80.6K ﹤0.01% 2764
2024
Q3 		$1.53M Sell
543,327
-39,064
-7% -$113K ﹤0.01% 2838
2024
Q2 		$1.69M Sell
582,391
-3,945
-0.7% -$12K ﹤0.01% 2801
2024
Q1 		$1.42M Buy
586,336
+13,087
+2% +$47.3K ﹤0.01% 2858
2023
Q4 		$2.24M Buy
573,249
+71,739
+14% +$306K ﹤0.01% 2768
2023
Q3 		$3.62M Buy
501,510
+157,626
+46% +$1.04M ﹤0.01% 2626
2023
Q2 		$2.05M Buy
343,884
+109,780
+47% +$539K ﹤0.01% 2777
2023
Q1 		$904K Buy
+234,104
New +$1.32M ﹤0.01% 2921
2022
Q3 		$365K Sell
83,456
-53,200
-39% -$378K ﹤0.01% 3113
2022
Q2 		$1.13M Sell
136,656
-18,748
-12% -$216K ﹤0.01% 2892
2022
Q1 		$2.23M Buy
155,404
+21,273
+16% +$355K ﹤0.01% 2799
2021
Q4 		$2.72M Buy
134,131
+51,749
+63% +$1.21M ﹤0.01% 2766
2021
Q3 		$2.06M Buy
82,382
+31,789
+63% +$733K ﹤0.01% 2846
2021
Q2 		$1.01M Buy
+50,593
New +$1.04M ﹤0.01% 3023

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Oportun Financial (OPRT) stake by 22% in Q2 2026, buying an estimated $1.61M and bringing the position to 1,663,841 shares worth $9.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Dimensional Fund Advisors first reported a position in OPRT in Q2 2021 and has held it in 20 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Dimensional Fund Advisors held 1,663,841 shares of Oportun Financial worth $9.5M as of Q2 2026.
  • Dimensional Fund Advisors bought 300,053 Oportun Financial shares in Q2 2026, an estimated $1.61M.
  • Oportun Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2326 holding.
  • Dimensional Fund Advisors first reported a position in Oportun Financial in Q2 2021 and has held it in 20 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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