Dimensional Fund Advisors
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Dimensional Fund Advisors’s Phillips Edison & Co PECO Stock Holding History

Dimensional Fund Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.1M Buy
1,899,214
+74,274
+4% +$2.76M 0.01% 1302
2025
Q4 		$64.9M Buy
1,824,940
+65,714
+4% +$2.28M 0.01% 1366
2025
Q3 		$60.4M Buy
1,759,226
+42,819
+2% +$1.48M 0.01% 1408
2025
Q2 		$60.1M Buy
1,716,407
+139,704
+9% +$4.94M 0.01% 1384
2025
Q1 		$57.5M Buy
1,576,703
+179,766
+13% +$6.49M 0.01% 1387
2024
Q4 		$52.3M Buy
1,396,937
+59,059
+4% +$2.25M 0.01% 1496
2024
Q3 		$50.5M Buy
1,337,878
+87,147
+7% +$3.11M 0.01% 1509
2024
Q2 		$40.9M Buy
1,250,731
+179,775
+17% +$5.86M 0.01% 1582
2024
Q1 		$38.4M Buy
1,070,956
+152,291
+17% +$5.38M 0.01% 1642
2023
Q4 		$33.5M Buy
918,665
+232,191
+34% +$8.12M 0.01% 1706
2023
Q3 		$23M Buy
686,474
+185,433
+37% +$6.41M 0.01% 1846
2023
Q2 		$17.1M Buy
501,041
+320,739
+178% +$10M 0.01% 2008
2023
Q1 		$5.88M Buy
180,302
+155,936
+640% +$5.1M ﹤0.01% 2427
2022
Q4 		$776 Sell
24,366
-2,513
-9% -$77.3K ﹤0.01% 2960
2022
Q3 		$754K Buy
26,879
+8,517
+46% +$280K ﹤0.01% 2960
2022
Q2 		$613K Sell
18,362
-581
-3% -$19.7K ﹤0.01% 3023
2022
Q1 		$651K Buy
+18,943
New +$622K ﹤0.01% 3090

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Phillips Edison & Co (PECO) stake by 4.1% in Q1 2026, buying an estimated $2.76M and bringing the position to 1,899,214 shares worth $71.1M. The position accounts for 0.01% of the portfolio, ranked #1302.

Dimensional Fund Advisors first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Dimensional Fund Advisors held 1,899,214 shares of Phillips Edison & Co worth $71.1M as of Q1 2026.
  • Dimensional Fund Advisors bought 74,274 Phillips Edison & Co shares in Q1 2026, an estimated $2.76M.
  • Phillips Edison & Co made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1302 holding.
  • Dimensional Fund Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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