Dimensional Fund Advisors
VTMX icon

Dimensional Fund Advisors’s Vesta Real Estate VTMX Stock Holding History

Dimensional Fund Advisors’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Sell
5,922
-130
-2% -$4.52K ﹤0.01% 3073
2026
Q1 		$202K Buy
+6,052
New +$198K ﹤0.01% 3068
2024
Q4 		– Sell
-8,970
Closed -$242K – 3366
2024
Q3 		$242K Sell
8,970
-3,961
-31% -$114K ﹤0.01% 3139
2024
Q2 		$388K Buy
12,931
+4,881
+61% +$171K ﹤0.01% 3067
2024
Q1 		$316K Buy
+8,050
New +$301K ﹤0.01% 3129

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Vesta Real Estate (VTMX) stake by 2.1% in Q2 2026, selling an estimated $4.52K and leaving 5,922 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Dimensional Fund Advisors first reported a position in VTMX in Q1 2024 and has held it in 5 quarters since. The position peaked at $388K in Q2 2024. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Dimensional Fund Advisors held 5,922 shares of Vesta Real Estate worth $203K as of Q2 2026.
  • Dimensional Fund Advisors sold 130 Vesta Real Estate shares in Q2 2026, an estimated $4.52K.
  • Vesta Real Estate made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3073 holding.
  • Dimensional Fund Advisors first reported a position in Vesta Real Estate in Q1 2024 and has held it in 5 quarters since.
  • Dimensional Fund Advisors's Vesta Real Estate position peaked at $388K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

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