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
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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Dimensional Fund Advisors opened a new position in Vesta Real Estate (VTMX) in Q1 2026: 6,052 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3068 among its holdings. This is a return to the name: Dimensional Fund Advisors previously reported a position in VTMX as recently as Q3 2024.

Dimensional Fund Advisors first reported a position in VTMX in Q1 2024 and has held it in 4 quarters since. The position peaked at $388K in Q2 2024. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Dimensional Fund Advisors held 6,052 shares of Vesta Real Estate worth $202K as of Q1 2026.
  • Vesta Real Estate was a new Dimensional Fund Advisors position in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3068 holding.
  • Dimensional Fund Advisors first reported a position in Vesta Real Estate in Q1 2024 and has held it in 4 quarters since.
  • Dimensional Fund Advisors's Vesta Real Estate position peaked at $388K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

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