Dimensional Fund Advisors
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Dimensional Fund Advisors’s Personalis PSNL Stock Holding History

Dimensional Fund Advisors’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Buy
1,496,983
+430,735
+40% +$3.51M ﹤0.01% 2037
2026
Q1 		$6.79M Buy
1,066,248
+83,074
+8% +$701K ﹤0.01% 2395
2025
Q4 		$7.83M Buy
983,174
+9,519
+1% +$83.3K ﹤0.01% 2370
2025
Q3 		$6.35M Buy
973,655
+188,791
+24% +$1.07M ﹤0.01% 2467
2025
Q2 		$5.15M Buy
784,864
+149,835
+24% +$696K ﹤0.01% 2511
2025
Q1 		$2.23M Buy
635,029
+224,946
+55% +$1.07M ﹤0.01% 2698
2024
Q4 		$2.37M Buy
410,083
+242,141
+144% +$1.12M ﹤0.01% 2745
2024
Q3 		$903K Buy
167,942
+92,569
+123% +$381K ﹤0.01% 2928
2024
Q2 		$88.2K Sell
75,373
-10,217
-12% -$14K ﹤0.01% 3262
2024
Q1 		$128K Sell
85,590
-21,972
-20% -$34K ﹤0.01% 3235
2023
Q4 		$226K Sell
107,562
-109,776
-51% -$142K ﹤0.01% 3179
2023
Q3 		$263K Sell
217,338
-111,155
-34% -$199K ﹤0.01% 3164
2023
Q2 		$618K Buy
328,493
+114,352
+53% +$258K ﹤0.01% 3019
2023
Q1 		$591K Buy
+214,141
New +$602K ﹤0.01% 3002
2022
Q3 		$319K Sell
107,404
-58,632
-35% -$224K ﹤0.01% 3148
2022
Q2 		$572K Sell
166,036
-3,057
-2% -$15.6K ﹤0.01% 3035
2022
Q1 		$1.39M Buy
169,093
+71,361
+73% +$739K ﹤0.01% 2913
2021
Q4 		$1.4M Sell
97,732
-8,727
-8% -$145K ﹤0.01% 2944
2021
Q3 		$2.05M Sell
106,459
-282,250
-73% -$5.9M ﹤0.01% 2851
2021
Q2 		$9.84M Buy
388,709
+759
+0.2% +$17.4K ﹤0.01% 2363
2021
Q1 		$9.57M Buy
387,950
+309,287
+393% +$10.6M ﹤0.01% 2343
2020
Q4 		$2.88M Buy
+78,663
New +$2.38M ﹤0.01% 2703

Other funds holding PSNL

MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Personalis (PSNL) stake by 40% in Q2 2026, buying an estimated $3.51M and bringing the position to 1,496,983 shares worth $20.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Dimensional Fund Advisors first reported a position in PSNL in Q4 2020 and has held it in 22 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Dimensional Fund Advisors held 1,496,983 shares of Personalis worth $20.1M as of Q2 2026.
  • Dimensional Fund Advisors bought 430,735 Personalis shares in Q2 2026, an estimated $3.51M.
  • Personalis made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2037 holding.
  • Dimensional Fund Advisors first reported a position in Personalis in Q4 2020 and has held it in 22 quarters since.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

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