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
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
+93,110
+107% +$1.56M ﹤0.01% 2667
2022
Q4 		$1.46K Buy
86,991
+21,500
+33% +$372K ﹤0.01% 2811
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 $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors increased its OptimizeRx (OPRX) stake by 22% in Q1 2026, buying an estimated $953K and bringing the position to 563,570 shares worth $3.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

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. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Dimensional Fund Advisors held 563,570 shares of OptimizeRx worth $3.54M as of Q1 2026.
  • Dimensional Fund Advisors bought 102,661 OptimizeRx shares in Q1 2026, an estimated $953K.
  • OptimizeRx made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2591 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.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

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