Dimensional Fund Advisors
TIPT icon

Dimensional Fund Advisors’s Tiptree Inc TIPT Stock Holding History

Dimensional Fund Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.4M Buy
2,149,373
+35,954
+2% +$615K 0.01% 1680
2025
Q4 		$38.6M Sell
2,113,419
-61,652
-3% -$1.12M 0.01% 1643
2025
Q3 		$41.7M Sell
2,175,071
-95,849
-4% -$2.14M 0.01% 1617
2025
Q2 		$53.6M Sell
2,270,920
-151,227
-6% -$3.38M 0.01% 1461
2025
Q1 		$58.3M Sell
2,422,147
-78,569
-3% -$1.67M 0.01% 1374
2024
Q4 		$52.2M Sell
2,500,716
-14,039
-0.6% -$294K 0.01% 1498
2024
Q3 		$49.2M Sell
2,514,755
-5,010
-0.2% -$93K 0.01% 1524
2024
Q2 		$41.6M Sell
2,519,765
-21,275
-0.8% -$356K 0.01% 1573
2024
Q1 		$43.9M Sell
2,541,040
-39,297
-2% -$705K 0.01% 1552
2023
Q4 		$48.9M Sell
2,580,337
-27,769
-1% -$481K 0.01% 1463
2023
Q3 		$43.7M Sell
2,608,106
-71,704
-3% -$1.14M 0.01% 1438
2023
Q2 		$40.2M Sell
2,679,810
-64,153
-2% -$893K 0.01% 1504
2023
Q1 		$40M Buy
2,743,963
+11,807
+0.4% +$180K 0.01% 1493
2022
Q4 		$37.8K Buy
2,732,156
+16,340
+0.6% +$210K 0.01% 1498
2022
Q3 		$29.2M Buy
2,715,816
+11,339
+0.4% +$129K 0.01% 1612
2022
Q2 		$28.7M Buy
2,704,477
+53,574
+2% +$602K 0.01% 1663
2022
Q1 		$34.1M Buy
2,650,903
+14,251
+0.5% +$183K 0.01% 1664
2021
Q4 		$36.5M Sell
2,636,652
-51,499
-2% -$721K 0.01% 1633
2021
Q3 		$26.9M Buy
2,688,151
+7,696
+0.3% +$75.3K 0.01% 1847
2021
Q2 		$24.9M Buy
2,680,455
+90,378
+3% +$954K 0.01% 1946
2021
Q1 		$23.2M Sell
2,590,077
-82,189
-3% -$475K 0.01% 1962
2020
Q4 		$13.4M Sell
2,672,266
-67,130
-2% -$348K ﹤0.01% 2163
2020
Q3 		$13.6M Sell
2,739,396
-5,231
-0.2% -$28.3K 0.01% 2051
2020
Q2 		$17.7M Buy
2,744,627
+29,702
+1% +$174K 0.01% 1932
2020
Q1 		$14.2M Buy
2,714,925
+11,081
+0.4% +$74.6K 0.01% 1938
2019
Q4 		$22M Buy
2,703,844
+801
+0% +$6.12K 0.01% 1991
2019
Q3 		$19.7M Sell
2,703,043
-717
-0% -$4.84K 0.01% 2025
2019
Q2 		$17M Buy
2,703,760
+2,065
+0.1% +$12.7K 0.01% 2151
2019
Q1 		$17.1M Buy
2,701,695
+27,744
+1% +$167K 0.01% 2135
2018
Q4 		$14.9M Buy
2,673,951
+44,783
+2% +$257K 0.01% 2145
2018
Q3 		$17.2M Buy
2,629,168
+100,082
+4% +$667K 0.01% 2190
2018
Q2 		$17.2M Buy
2,529,086
+80,044
+3% +$518K 0.01% 2174
2018
Q1 		$15.6M Buy
2,449,042
+5,043
+0.2% +$30.6K 0.01% 2187
2017
Q4 		$14.5M Buy
2,443,999
+21,105
+0.9% +$138K 0.01% 2217
2017
Q3 		$15.1M Buy
2,422,894
+273
+0% +$1.78K 0.01% 2183
2017
Q2 		$17.1M Sell
2,422,621
-42,508
-2% -$288K 0.01% 2107
2017
Q1 		$18M Sell
2,465,129
-103,932
-4% -$682K 0.01% 2048
2016
Q4 		$15.8M Sell
2,569,061
-78,490
-3% -$488K 0.01% 2102
2016
Q3 		$15.7M Sell
2,647,551
-55,341
-2% -$304K 0.01% 2059
2016
Q2 		$14.8M Buy
2,702,892
+10,771
+0.4% +$58.8K 0.01% 2031
2016
Q1 		$15.3M Buy
+2,692,121
New +$15.9M 0.01% 1989

Other funds holding TIPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Tiptree Inc (TIPT) stake by 1.7% in Q1 2026, buying an estimated $615K and bringing the position to 2,149,373 shares worth $36.4M. The position accounts for 0.01% of the portfolio, ranked #1680.

Dimensional Fund Advisors first reported a position in TIPT in Q1 2016 and has held it in 41 quarters since. The position peaked at $58.3M in Q1 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Dimensional Fund Advisors held 2,149,373 shares of Tiptree Inc worth $36.4M as of Q1 2026.
  • Dimensional Fund Advisors bought 35,954 Tiptree Inc shares in Q1 2026, an estimated $615K.
  • Tiptree Inc made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1680 holding.
  • Dimensional Fund Advisors first reported a position in Tiptree Inc in Q1 2016 and has held it in 41 quarters since.
  • Dimensional Fund Advisors's Tiptree Inc position peaked at $58.3M in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

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