Dimensional Fund Advisors
VERX icon

Dimensional Fund Advisors’s Vertex VERX Stock Holding History

Dimensional Fund Advisors’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Sell
260,369
-322,058
-55% -$4.02M ﹤0.01% 2649
2026
Q1 		$6.92M Sell
582,427
-235,818
-29% -$3.67M ﹤0.01% 2390
2025
Q4 		$16.3M Sell
818,245
-169,020
-17% -$3.66M ﹤0.01% 2076
2025
Q3 		$24.5M Buy
987,265
+32,565
+3% +$943K 0.01% 1889
2025
Q2 		$33.7M Buy
954,700
+46,171
+5% +$1.76M 0.01% 1715
2025
Q1 		$31.8M Buy
908,529
+84,230
+10% +$3.85M 0.01% 1717
2024
Q4 		$44M Sell
824,299
-86,853
-10% -$4.21M 0.01% 1582
2024
Q3 		$35.1M Buy
911,152
+242,974
+36% +$8.96M 0.01% 1709
2024
Q2 		$24.1M Buy
668,178
+40,593
+6% +$1.31M 0.01% 1871
2024
Q1 		$19.9M Buy
627,585
+144,243
+30% +$3.89M 0.01% 1989
2023
Q4 		$13M Buy
483,342
+7,805
+2% +$200K ﹤0.01% 2201
2023
Q3 		$11M Buy
475,537
+84,577
+22% +$1.74M ﹤0.01% 2201
2023
Q2 		$7.62M Buy
390,960
+85,320
+28% +$1.8M ﹤0.01% 2371
2023
Q1 		$6.32M Buy
+305,640
New +$4.71M ﹤0.01% 2409
2022
Q3 		$2.54M Buy
185,825
+57,238
+45% +$726K ﹤0.01% 2640
2022
Q2 		$1.46M Buy
128,587
+51,527
+67% +$652K ﹤0.01% 2835
2022
Q1 		$1.18M Buy
77,060
+56,090
+267% +$785K ﹤0.01% 2953
2021
Q4 		$333K Buy
+20,970
New +$397K ﹤0.01% 3252

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Vertex (VERX) stake by 55% in Q2 2026, selling an estimated $4.02M and leaving 260,369 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Dimensional Fund Advisors first reported a position in VERX in Q4 2021 and has held it in 18 quarters since. The position peaked at $44M in Q4 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Dimensional Fund Advisors held 260,369 shares of Vertex worth $2.99M as of Q2 2026.
  • Dimensional Fund Advisors sold 322,058 Vertex shares in Q2 2026, an estimated $4.02M.
  • Vertex made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2649 holding.
  • Dimensional Fund Advisors first reported a position in Vertex in Q4 2021 and has held it in 18 quarters since.
  • Dimensional Fund Advisors's Vertex position peaked at $44M in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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