Dimensional Fund Advisors
PHR icon

Dimensional Fund Advisors’s Phreesia PHR Stock Holding History

Dimensional Fund Advisors’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
321,130
-163,587
-34% -$1.52M ﹤0.01% 2625
2026
Q1 		$4.07M Sell
484,717
-143,563
-23% -$1.9M ﹤0.01% 2562
2025
Q4 		$10.6M Buy
628,280
+369,330
+143% +$7.62M ﹤0.01% 2263
2025
Q3 		$6.09M Sell
258,950
-15,616
-6% -$425K ﹤0.01% 2482
2025
Q2 		$7.81M Buy
274,566
+126,793
+86% +$3.22M ﹤0.01% 2367
2025
Q1 		$3.78M Sell
147,773
-3,185
-2% -$86.6K ﹤0.01% 2579
2024
Q4 		$3.8M Sell
150,958
-14,862
-9% -$318K ﹤0.01% 2614
2024
Q3 		$3.78M Sell
165,820
-6,174
-4% -$145K ﹤0.01% 2600
2024
Q2 		$3.65M Sell
171,994
-2,208
-1% -$47.9K ﹤0.01% 2595
2024
Q1 		$4.17M Sell
174,202
-4,562
-3% -$113K ﹤0.01% 2595
2023
Q4 		$4.14M Sell
178,764
-143,455
-45% -$2.48M ﹤0.01% 2612
2023
Q3 		$6.02M Sell
322,219
-74,234
-19% -$2M ﹤0.01% 2471
2023
Q2 		$12.3M Sell
396,453
-5,131
-1% -$161K ﹤0.01% 2166
2023
Q1 		$13M Buy
+401,584
New +$14.1M ﹤0.01% 2114
2022
Q3 		$7.84M Buy
307,849
+262,636
+581% +$6.55M ﹤0.01% 2259
2022
Q2 		$1.13M Buy
45,213
+15,525
+52% +$342K ﹤0.01% 2893
2022
Q1 		$785K Buy
+29,688
New +$910K ﹤0.01% 3045

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Phreesia (PHR) stake by 34% in Q2 2026, selling an estimated $1.52M and leaving 321,130 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Dimensional Fund Advisors first reported a position in PHR in Q1 2022 and has held it in 17 quarters since. The position peaked at $13M in Q1 2023. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Dimensional Fund Advisors held 321,130 shares of Phreesia worth $3.3M as of Q2 2026.
  • Dimensional Fund Advisors sold 163,587 Phreesia shares in Q2 2026, an estimated $1.52M.
  • Phreesia made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2625 holding.
  • Dimensional Fund Advisors first reported a position in Phreesia in Q1 2022 and has held it in 17 quarters since.
  • Dimensional Fund Advisors's Phreesia position peaked at $13M in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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