Dimensional Fund Advisors’s Velocity Financial VEL Stock Holding History

Dimensional Fund Advisors’s Portfolio VEL Stock Details VEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5M	Buy	582,550 +80,528	+16%	+$1.52M	﹤0.01%	2241
2025 Q4	$10.4M	Buy	502,022 +47,944	+11%	+$900K	﹤0.01%	2268
2025 Q3	$8.24M	Buy	454,078 +39,319	+9%	+$718K	﹤0.01%	2376
2025 Q2	$7.69M	Buy	414,759 +121,834	+42%	+$2.13M	﹤0.01%	2374
2025 Q1	$5.48M	Buy	292,925 +57,854	+25%	+$1.09M	﹤0.01%	2468
2024 Q4	$4.6M	Buy	235,071 +39,165	+20%	+$778K	﹤0.01%	2559
2024 Q3	$3.84M	Buy	195,906 +48,848	+33%	+$922K	﹤0.01%	2593
2024 Q2	$2.64M	Buy	147,058 +15,993	+12%	+$282K	﹤0.01%	2688
2024 Q1	$2.36M	Buy	131,065 +13,977	+12%	+$228K	﹤0.01%	2754
2023 Q4	$2.02M	Buy	117,088 +18,787	+19%	+$255K	﹤0.01%	2790
2023 Q3	$1.11M	Buy	98,301 +16,386	+20%	+$199K	﹤0.01%	2894
2023 Q2	$945K	Buy	81,915 +18,575	+29%	+$179K	﹤0.01%	2942
2023 Q1	$572K	Buy	63,340 +23,789	+60%	+$227K	﹤0.01%	3009
2022 Q4	$382	Buy	39,551 +2,743	+7%	+$27.5K	﹤0.01%	3091
2022 Q3	$399K	Buy	36,808 +12,361	+51%	+$142K	﹤0.01%	3094
2022 Q2	$268K	Buy	24,447 +5,195	+27%	+$55.2K	﹤0.01%	3206
2022 Q1	$211K	Buy	+19,252	New	+$237K	﹤0.01%	3306

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Velocity Financial (VEL) stake by 16% in Q1 2026, buying an estimated $1.52M and bringing the position to 582,550 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Dimensional Fund Advisors first reported a position in VEL in Q1 2022 and has held it in 17 quarters since. 100 funds tracked by Wall St. Rank hold VEL as of Q1 2026.

Dimensional Fund Advisors held 582,550 shares of Velocity Financial worth $10.5M as of Q1 2026.
Dimensional Fund Advisors bought 80,528 Velocity Financial shares in Q1 2026, an estimated $1.52M.
Velocity Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2241 holding.
Dimensional Fund Advisors first reported a position in Velocity Financial in Q1 2022 and has held it in 17 quarters since.
100 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2026.

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