Dimensional Fund Advisors
VATE icon

Dimensional Fund Advisors’s INNOVATE Corp VATE Stock Holding History

Dimensional Fund Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,199
Closed -$57.7K – 3347
2025
Q2 		$57.7K Sell
11,199
-4,979
-31% -$29.8K ﹤0.01% 3229
2025
Q1 		$127K Buy
+16,178
New +$147K ﹤0.01% 3176
2023
Q3 		– Sell
-1,684
Closed -$29.5K – 3509
2023
Q2 		$29.5K Sell
1,684
-1,701
-50% -$36.5K ﹤0.01% 3436
2023
Q1 		$101K Buy
+3,385
New +$98.9K ﹤0.01% 3300
2022
Q3 		– Sell
-2,438
Closed -$42K – 3526
2022
Q2 		$42K Hold
2,438
– – ﹤0.01% 3407
2022
Q1 		$90K Sell
2,438
-19,362
-89% -$719K ﹤0.01% 3405
2021
Q4 		$807K Sell
21,800
-11,852
-35% -$471K ﹤0.01% 3075
2021
Q3 		$1.38M Hold
33,652
– – ﹤0.01% 2959
2021
Q2 		$1.34M Hold
33,652
– – ﹤0.01% 2970
2021
Q1 		$1.33M Sell
33,652
-1,255
-4% -$46.6K ﹤0.01% 2951
2020
Q4 		$1.14M Buy
34,907
+12,154
+53% +$338K ﹤0.01% 2953
2020
Q3 		$551K Sell
22,753
-9,297
-29% -$251K ﹤0.01% 3040
2020
Q2 		$1.07M Sell
32,050
-1,645
-5% -$46.5K ﹤0.01% 2926
2020
Q1 		$522K Sell
33,695
-1,295
-4% -$37.3K ﹤0.01% 3045
2019
Q4 		$759K Hold
34,990
– – ﹤0.01% 3066
2019
Q3 		$822K Sell
34,990
-1,050
-3% -$22.8K ﹤0.01% 3048
2019
Q2 		$851K Buy
36,040
+11,712
+48% +$288K ﹤0.01% 3088
2019
Q1 		$596K Buy
24,328
+16,639
+216% +$518K ﹤0.01% 3134
2018
Q4 		$203K Buy
+7,689
New +$324K ﹤0.01% 3287
2018
Q2 		– Sell
-5,866
Closed -$309K – 3379
2018
Q1 		$309K Sell
5,866
-1,402
-19% -$78.7K ﹤0.01% 3170
2017
Q4 		$432K Sell
7,268
-1,670
-19% -$90K ﹤0.01% 3114
2017
Q3 		$472K Sell
8,938
-18,951
-68% -$1.01M ﹤0.01% 3115
2017
Q2 		$1.64M Sell
27,889
-23,170
-45% -$1.33M ﹤0.01% 2892
2017
Q1 		$3.17M Buy
51,059
+26,737
+110% +$1.66M ﹤0.01% 2723
2016
Q4 		$1.44M Buy
24,322
+8,906
+58% +$441K ﹤0.01% 2891
2016
Q3 		$840K Buy
15,416
+1,681
+12% +$77.5K ﹤0.01% 2976
2016
Q2 		$591K Sell
13,735
-584
-4% -$23.6K ﹤0.01% 3020
2016
Q1 		$547K Sell
14,319
-202
-1% -$7.75K ﹤0.01% 3030
2015
Q4 		$768K Sell
14,521
-1,659
-10% -$109K ﹤0.01% 3016
2015
Q3 		$1.13M Sell
16,180
-4,619
-22% -$345K ﹤0.01% 2971
2015
Q2 		$1.86M Sell
20,799
-188
-0.9% -$20.3K ﹤0.01% 2880
2015
Q1 		$2.3M Hold
20,987
– – ﹤0.01% 2789
2014
Q4 		$1.77M Buy
+20,987
New +$1.74M ﹤0.01% 2878
2013
Q4 		– Sell
-26,876
Closed -$911K – 3542
2013
Q3 		$911K Buy
26,876
+3,114
+13% +$283K ﹤0.01% 3061
2013
Q2 		$2.84M Buy
+23,762
New +$2.82M ﹤0.01% 2709

Other funds holding VATE

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Dimensional Fund Advisors sold out of INNOVATE Corp (VATE) in Q3 2025, closing a stake of 11,199 shares — an estimated $57.7K sold.

Dimensional Fund Advisors first reported a position in VATE in Q2 2013 and held it in 35 quarters. The position peaked at $3.17M in Q1 2017. 31 funds tracked by Wall St. Rank hold VATE as of Q3 2025.

  • Dimensional Fund Advisors reported no remaining INNOVATE Corp position as of Q3 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 11,199 INNOVATE Corp shares in Q3 2025, an estimated $57.7K.
  • Dimensional Fund Advisors first reported a position in INNOVATE Corp in Q2 2013 and held it in 35 quarters.
  • Dimensional Fund Advisors's INNOVATE Corp position peaked at $3.17M in Q1 2017.
  • 31 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2025.

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