Dimensional Fund Advisors
SURG icon

Dimensional Fund Advisors’s SurgePays SURG Stock Holding History

Dimensional Fund Advisors’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,397
Closed -$38.9K – 3342
2025
Q2 		$38.9K Buy
+12,397
New +$34.3K ﹤0.01% 3249
2024
Q3 		– Sell
-24,331
Closed -$77.5K – 3385
2024
Q2 		$77.5K Buy
24,331
+7,998
+49% +$30.2K ﹤0.01% 3277
2024
Q1 		$62.9K Buy
16,333
+5,901
+57% +$39.4K ﹤0.01% 3316
2023
Q4 		$67.3K Hold
10,432
– – ﹤0.01% 3323
2023
Q3 		$48.8K Buy
+10,432
New +$54.1K ﹤0.01% 3382

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Dimensional Fund Advisors's SURG Position: Q3 2025 in Review

Dimensional Fund Advisors sold out of SurgePays (SURG) in Q3 2025, closing a stake of 12,397 shares — an estimated $38.9K sold.

Dimensional Fund Advisors first reported a position in SURG in Q3 2023 and held it in 5 quarters. The position peaked at $77.5K in Q2 2024. 32 funds tracked by Wall St. Rank hold SURG as of Q3 2025.

  • Dimensional Fund Advisors reported no remaining SurgePays position as of Q3 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 12,397 SurgePays shares in Q3 2025, an estimated $38.9K.
  • Dimensional Fund Advisors first reported a position in SurgePays in Q3 2023 and held it in 5 quarters.
  • Dimensional Fund Advisors's SurgePays position peaked at $77.5K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held SurgePays as of Q3 2025.

Based on Dimensional Fund Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.