Dimensional Fund Advisors
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Dimensional Fund Advisors’s StepStone Group STEP Stock Holding History

Dimensional Fund Advisors’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$998K Buy
24,130
+165
+0.7% +$8.17K ﹤0.01% 2862
2026
Q1 		$1.14M Sell
23,965
-926
-4% -$53.5K ﹤0.01% 2818
2025
Q4 		$1.6M Sell
24,891
-11,518
-32% -$728K ﹤0.01% 2775
2025
Q3 		$2.38M Buy
36,409
+1,551
+4% +$94.6K ﹤0.01% 2725
2025
Q2 		$1.93M Sell
34,858
-400,723
-92% -$21.5M ﹤0.01% 2769
2025
Q1 		$22.7M Sell
435,581
-109,640
-20% -$6.45M 0.01% 1882
2024
Q4 		$31.6M Sell
545,221
-147,587
-21% -$9.15M 0.01% 1787
2024
Q3 		$39.4M Sell
692,808
-108,101
-13% -$5.51M 0.01% 1648
2024
Q2 		$36.8M Buy
800,909
+60,339
+8% +$2.37M 0.01% 1655
2024
Q1 		$26.5M Buy
740,570
+105,755
+17% +$3.58M 0.01% 1848
2023
Q4 		$20.2M Buy
634,815
+116,439
+22% +$3.29M 0.01% 1981
2023
Q3 		$16.4M Buy
518,376
+129,822
+33% +$3.77M 0.01% 2025
2023
Q2 		$9.64M Buy
388,554
+106,152
+38% +$2.44M ﹤0.01% 2273
2023
Q1 		$6.85M Buy
+282,402
New +$7.72M ﹤0.01% 2378
2022
Q1 		– Sell
-70,579
Closed -$2.93M – 3554
2021
Q4 		$2.93M Buy
70,579
+37,898
+116% +$1.67M ﹤0.01% 2740
2021
Q3 		$1.39M Buy
+32,681
New +$1.45M ﹤0.01% 2957

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Dimensional Fund Advisors increased its StepStone Group (STEP) stake by 0.69% in Q2 2026, buying an estimated $8.17K and bringing the position to 24,130 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Dimensional Fund Advisors first reported a position in STEP in Q3 2021 and has held it in 16 quarters since. The position peaked at $39.4M in Q3 2024. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Dimensional Fund Advisors held 24,130 shares of StepStone Group worth $998K as of Q2 2026.
  • Dimensional Fund Advisors bought 165 StepStone Group shares in Q2 2026, an estimated $8.17K.
  • StepStone Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2862 holding.
  • Dimensional Fund Advisors first reported a position in StepStone Group in Q3 2021 and has held it in 16 quarters since.
  • Dimensional Fund Advisors's StepStone Group position peaked at $39.4M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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