Dimensional Fund Advisors
ZETA icon

Dimensional Fund Advisors’s Zeta Global ZETA Stock Holding History

Dimensional Fund Advisors’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$114M Buy
3,625,694
+50,112
+1% +$1.33M 0.02% 1065
2026
Q2 		$70.4M Buy
3,575,582
+711,511
+25% +$13.2M 0.01% 1407
2026
Q1 		$45.6M Buy
2,864,071
+1,234,412
+76% +$22.9M 0.01% 1551
2025
Q4 		$33.2M Buy
1,629,659
+274,904
+20% +$5.14M 0.01% 1723
2025
Q3 		$26.9M Sell
1,354,755
-57,406
-4% -$1.03M 0.01% 1849
2025
Q2 		$21.9M Sell
1,412,161
-641,517
-31% -$8.52M 0.01% 1934
2025
Q1 		$27.8M Buy
2,053,678
+1,437,868
+233% +$25.7M 0.01% 1789
2024
Q4 		$11.1M Buy
615,810
+539,658
+709% +$13.6M ﹤0.01% 2269
2024
Q3 		$2.27M Buy
+76,152
New +$1.79M ﹤0.01% 2757

Other funds holding ZETA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Hahn Capital Management
Hahn Capital Management Walnut Creek, California $171M AUM 18.43% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Zeta Global (ZETA) stake by 1.4% in Q3 2026, buying an estimated $1.33M and bringing the position to 3,625,694 shares worth $114M. The position accounts for 0.02% of the portfolio, ranked #1065.

Dimensional Fund Advisors first reported a position in ZETA in Q3 2024 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Dimensional Fund Advisors held 3,625,694 shares of Zeta Global worth $114M as of Q3 2026.
  • Dimensional Fund Advisors bought 50,112 Zeta Global shares in Q3 2026, an estimated $1.33M.
  • Zeta Global made up 0.02% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1065 holding.
  • Dimensional Fund Advisors first reported a position in Zeta Global in Q3 2024 and has held it in 9 quarters since.
  • 150 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

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