Dimensional Fund Advisors
SOFI icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return