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
Q3 		– Sell
-5,922
Closed -$203K – 3291
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

Dimensional Fund Advisors's VTMX Position: Q3 2026 in Review

Dimensional Fund Advisors sold out of Vesta Real Estate (VTMX) in Q3 2026, closing a stake of 5,922 shares — an estimated $203K sold.

Dimensional Fund Advisors first reported a position in VTMX in Q1 2024 and held it in 5 quarters. The position peaked at $388K in Q2 2024. 31 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

  • Dimensional Fund Advisors reported no remaining Vesta Real Estate position as of Q3 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 5,922 Vesta Real Estate shares in Q3 2026, an estimated $203K.
  • Dimensional Fund Advisors first reported a position in Vesta Real Estate in Q1 2024 and held it in 5 quarters.
  • Dimensional Fund Advisors's Vesta Real Estate position peaked at $388K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.