Dimensional Fund Advisors
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Dimensional Fund Advisors’s SoFi Technologies SOFI Stock Holding History

Dimensional Fund Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179M Buy
10,003,025
+896,493
+10% +$15.2M 0.03% 742
2026
Q1 		$145M Buy
9,106,532
+359,785
+4% +$7.58M 0.03% 809
2025
Q4 		$229M Sell
8,746,747
-1,046,060
-11% -$29.1M 0.05% 481
2025
Q3 		$259M Buy
9,792,807
+67,504
+0.7% +$1.6M 0.06% 403
2025
Q2 		$177M Buy
9,725,303
+669,040
+7% +$8.82M 0.04% 585
2025
Q1 		$105M Sell
9,056,263
-5,254,503
-37% -$75.7M 0.03% 933
2024
Q4 		$220M Sell
14,310,766
-10,405,846
-42% -$135M 0.05% 428
2024
Q3 		$194M Buy
24,716,612
+11,633,006
+89% +$84.6M 0.05% 501
2024
Q2 		$86.5M Buy
13,083,606
+9,482,683
+263% +$66.9M 0.02% 1075
2024
Q1 		$26.3M Sell
3,600,923
-276,399
-7% -$2.2M 0.01% 1853
2023
Q4 		$38.6M Buy
+3,877,322
New +$30.8M 0.01% 1613

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Dimensional Fund Advisors increased its SoFi Technologies (SOFI) stake by 9.8% in Q2 2026, buying an estimated $15.2M and bringing the position to 10,003,025 shares worth $179M. The position accounts for 0.03% of the portfolio, ranked #742.

Dimensional Fund Advisors first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $259M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Dimensional Fund Advisors held 10,003,025 shares of SoFi Technologies worth $179M as of Q2 2026.
  • Dimensional Fund Advisors bought 896,493 SoFi Technologies shares in Q2 2026, an estimated $15.2M.
  • SoFi Technologies made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #742 holding.
  • Dimensional Fund Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Dimensional Fund Advisors's SoFi Technologies position peaked at $259M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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