Dimensional Fund Advisors
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Dimensional Fund Advisors’s OptimizeRx OPRX Stock Holding History

Dimensional Fund Advisors’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Sell
477,687
-85,883
-15% -$494K ﹤0.01% 2667
2026
Q1 		$3.54M Buy
563,570
+102,661
+22% +$953K ﹤0.01% 2591
2025
Q4 		$5.65M Buy
460,909
+63,607
+16% +$1.04M ﹤0.01% 2494
2025
Q3 		$8.14M Buy
397,302
+12,555
+3% +$199K ﹤0.01% 2381
2025
Q2 		$5.19M Sell
384,747
-47,314
-11% -$518K ﹤0.01% 2505
2025
Q1 		$3.74M Sell
432,061
-12,106
-3% -$74K ﹤0.01% 2584
2024
Q4 		$2.16M Buy
444,167
+39,740
+10% +$222K ﹤0.01% 2770
2024
Q3 		$3.12M Buy
404,427
+80,297
+25% +$714K ﹤0.01% 2668
2024
Q2 		$3.24M Buy
324,130
+35,957
+12% +$395K ﹤0.01% 2631
2024
Q1 		$3.5M Buy
288,173
+31,742
+12% +$460K ﹤0.01% 2640
2023
Q4 		$3.67M Sell
256,431
-7,025
-3% -$67.4K ﹤0.01% 2642
2023
Q3 		$2.05M Buy
263,456
+2,532
+1% +$27.6K ﹤0.01% 2776
2023
Q2 		$3.73M Buy
260,924
+80,823
+45% +$1.15M ﹤0.01% 2614
2023
Q1 		$2.63M Buy
+180,101
New +$3.01M ﹤0.01% 2667
2022
Q3 		$970K Sell
65,491
-56,306
-46% -$1.11M ﹤0.01% 2886
2022
Q2 		$3.34M Sell
121,797
-63,292
-34% -$1.88M ﹤0.01% 2582
2022
Q1 		$6.98M Sell
185,089
-37,566
-17% -$1.66M ﹤0.01% 2433
2021
Q4 		$13.8M Sell
222,655
-1,512
-0.7% -$115K ﹤0.01% 2180
2021
Q3 		$19.2M Buy
224,167
+68,398
+44% +$4.29M 0.01% 2026
2021
Q2 		$9.64M Buy
155,769
+51,396
+49% +$2.62M ﹤0.01% 2373
2021
Q1 		$5.11M Buy
104,373
+81,959
+366% +$3.95M ﹤0.01% 2574
2020
Q4 		$698K Buy
+22,414
New +$549K ﹤0.01% 3046

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its OptimizeRx (OPRX) stake by 15% in Q2 2026, selling an estimated $494K and leaving 477,687 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Dimensional Fund Advisors first reported a position in OPRX in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.2M in Q3 2021. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Dimensional Fund Advisors held 477,687 shares of OptimizeRx worth $2.73M as of Q2 2026.
  • Dimensional Fund Advisors sold 85,883 OptimizeRx shares in Q2 2026, an estimated $494K.
  • OptimizeRx made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2667 holding.
  • Dimensional Fund Advisors first reported a position in OptimizeRx in Q4 2020 and has held it in 22 quarters since.
  • Dimensional Fund Advisors's OptimizeRx position peaked at $19.2M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

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