Dimensional Fund Advisors
SLF icon

Dimensional Fund Advisors’s Sun Life Financial SLF Stock Holding History

Dimensional Fund Advisors’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106M Buy
1,701,928
+63,325
+4% +$4.05M 0.02% 1021
2025
Q4 		$102M Sell
1,638,603
-1,198
-0.1% -$72.4K 0.02% 1061
2025
Q3 		$98.4M Buy
1,639,801
+23,102
+1% +$1.39M 0.02% 1075
2025
Q2 		$107M Buy
1,616,699
+264
+0% +$16.2K 0.02% 947
2025
Q1 		$92.5M Sell
1,616,435
-103,220
-6% -$5.88M 0.02% 1041
2024
Q4 		$102M Sell
1,719,655
-89,286
-5% -$5.27M 0.02% 1001
2024
Q3 		$105M Buy
1,808,941
+33,899
+2% +$1.77M 0.03% 994
2024
Q2 		$87M Buy
1,775,042
+431,418
+32% +$21.9M 0.02% 1069
2024
Q1 		$73.3M Buy
1,343,624
+200,958
+18% +$10.6M 0.02% 1196
2023
Q4 		$59.3M Buy
1,142,666
+182,543
+19% +$8.98M 0.02% 1320
2023
Q3 		$46.9M Sell
960,123
-281,937
-23% -$14.1M 0.02% 1388
2023
Q2 		$64.7M Sell
1,242,060
-299,692
-19% -$14.7M 0.02% 1167
2023
Q1 		$72M Sell
1,541,752
-238,848
-13% -$11.5M 0.02% 1051
2022
Q4 		$82.7K Buy
1,780,600
+78,368
+5% +$3.47M 0.02% 920
2022
Q3 		$67.7M Buy
1,702,232
+433,371
+34% +$19.4M 0.03% 977
2022
Q2 		$58.1M Buy
1,268,861
+313,931
+33% +$15.6M 0.02% 1166
2022
Q1 		$53.3M Buy
954,930
+149,784
+19% +$8.25M 0.02% 1363
2021
Q4 		$44.8M Buy
805,146
+9,201
+1% +$509K 0.01% 1489
2021
Q3 		$41M Sell
795,945
-7,159
-0.9% -$368K 0.01% 1554
2021
Q2 		$41.4M Buy
803,104
+2,508
+0.3% +$132K 0.01% 1587
2021
Q1 		$40.5M Sell
800,596
-104,737
-12% -$5.13M 0.01% 1596
2020
Q4 		$40.3M Sell
905,333
-99,048
-10% -$4.29M 0.01% 1545
2020
Q3 		$40.9M Sell
1,004,381
-102,129
-9% -$4.13M 0.02% 1364
2020
Q2 		$40.7M Sell
1,106,510
-80,501
-7% -$2.77M 0.02% 1377
2020
Q1 		$38.1M Sell
1,187,011
-141,760
-11% -$6.07M 0.02% 1265
2019
Q4 		$60.6M Sell
1,328,771
-67,080
-5% -$3.02M 0.02% 1237
2019
Q3 		$62.5M Sell
1,395,851
-83,798
-6% -$3.5M 0.02% 1164
2019
Q2 		$61.2M Sell
1,479,649
-155,492
-10% -$6.25M 0.02% 1203
2019
Q1 		$62.8M Buy
1,635,141
+41,409
+3% +$1.52M 0.03% 1149
2018
Q4 		$52.9M Buy
1,593,732
+5,217
+0.3% +$189K 0.02% 1183
2018
Q3 		$63.2M Buy
1,588,515
+8,066
+0.5% +$323K 0.02% 1186
2018
Q2 		$63.4M Buy
1,580,449
+97,733
+7% +$4.05M 0.03% 1126
2018
Q1 		$61M Sell
1,482,716
-104,631
-7% -$4.41M 0.03% 1106
2017
Q4 		$65.5M Buy
1,587,347
+644
+0% +$25.7K 0.03% 1037
2017
Q3 		$63.2M Buy
1,586,703
+47,039
+3% +$1.8M 0.03% 1022
2017
Q2 		$55M Buy
1,539,664
+328,102
+27% +$11.3M 0.03% 1126
2017
Q1 		$44.3M Buy
1,211,562
+125,428
+12% +$4.77M 0.02% 1316
2016
Q4 		$41.7M Buy
1,086,134
+22,598
+2% +$819K 0.02% 1336
2016
Q3 		$34.6M Buy
1,063,536
+392,490
+58% +$12.6M 0.02% 1444
2016
Q2 		$22M Buy
671,046
+427,864
+176% +$14.3M 0.01% 1758
2016
Q1 		$7.85M Buy
243,182
+52,108
+27% +$1.53M ﹤0.01% 2308
2015
Q4 		$5.96M Sell
191,074
-125
-0.1% -$4.12K ﹤0.01% 2447
2015
Q3 		$6.17M Buy
191,199
+2,501
+1% +$81.1K ﹤0.01% 2423
2015
Q2 		$6.3M Buy
188,698
+116,493
+161% +$3.84M ﹤0.01% 2482
2015
Q1 		$2.23M Buy
72,205
+1,837
+3% +$58.7K ﹤0.01% 2796
2014
Q4 		$2.54M Buy
70,368
+6,659
+10% +$238K ﹤0.01% 2774
2014
Q3 		$2.31M Buy
63,709
+5,232
+9% +$197K ﹤0.01% 2805
2014
Q2 		$2.15M Buy
58,477
+1,254
+2% +$43.2K ﹤0.01% 2835
2014
Q1 		$1.98M Sell
57,223
-7,255
-11% -$250K ﹤0.01% 2843
2013
Q4 		$2.28M Sell
64,478
-7,563
-10% -$257K ﹤0.01% 2822
2013
Q3 		$2.3M Buy
72,041
+17,436
+32% +$554K ﹤0.01% 2817
2013
Q2 		$1.62M Buy
+54,605
New +$1.55M ﹤0.01% 2890

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Sun Life Financial (SLF) stake by 3.9% in Q1 2026, buying an estimated $4.05M and bringing the position to 1,701,928 shares worth $106M. The position accounts for 0.02% of the portfolio, ranked #1021.

Dimensional Fund Advisors first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $107M in Q2 2025. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Dimensional Fund Advisors held 1,701,928 shares of Sun Life Financial worth $106M as of Q1 2026.
  • Dimensional Fund Advisors bought 63,325 Sun Life Financial shares in Q1 2026, an estimated $4.05M.
  • Sun Life Financial made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1021 holding.
  • Dimensional Fund Advisors first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Sun Life Financial position peaked at $107M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

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