DIMENSIONAL FUND ADVISORS LP AYTU — AYTU BIOPHARMA INC

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  9 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported AYTU BIOPHARMA INC (AYTU) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows AYTU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AYTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSIONAL FUND ADVISORS LP's position in AYTU BIOPHARMA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AYTU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AYTU stock page DIMENSIONAL FUND ADVISORS LP fund profile DIMENSIONAL FUND ADVISORS LP full holdings
How DIMENSIONAL FUND ADVISORS LP held AYTU — position size vs. price
% of Fund (quarterly)    AYTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 45,326 +1,741 +4.0% 0.00% $97K 2026-08-11 $2.40
2026 Q1 ADDED — — — 43,585 +8,222 +23.3% 0.00% $119K 2026-05-07 $2.47
2025 Q4 ADDED — — — 35,363 +4,399 +14.2% 0.00% $92K 2026-02-12 $2.18
2025 Q3 ADDED — — — 30,964 +20,038 +183.4% 0.00% $58K 2025-11-12 $2.06
2024 Q4 REDUCED 50.0% -29.4% ✅ 10,926 -10,906 -50.0% 0.00% $18K 2025-02-13 $1.38
2024 Q3 REDUCED 7.3% -31.5% ✅ 21,832 -1,719 -7.3% 0.00% $51K 2024-11-07 $1.82
2024 Q2 ADDED — — — 23,551 +8,311 +54.5% 0.00% $69K 2024-08-09 $2.39
2024 Q1 REDUCED 67.8% -6.2% ✅ 15,240 -32,023 -67.8% 0.00% $46K 2024-05-10 $3.27
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AYTU

As of 2026 Q2 — sorted by position size

CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 0.24% BELLEVUE ASSET MANAGEMENT, LLC 3Y 0.02% Persistent Asset Partners Ltd 0.02% Daytona Street Capital LLC 0.02% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% VISION FINANCIAL MARKETS LLC 0.0% BlackRock, Inc. 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About DIMENSIONAL FUND ADVISORS LP and AYTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSIONAL FUND ADVISORS LP reported owning AYTU?

DIMENSIONAL FUND ADVISORS LP reported AYTU across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AYTU position in DIMENSIONAL FUND ADVISORS LP's portfolio?

The largest reported portfolio weight for AYTU was 0.00% in 2026 Q1.

What is the latest reported AYTU position on this page?

The most recent filing on this page is 2026 Q2, when DIMENSIONAL FUND ADVISORS LP reported 45,326 shares, equal to 0.00% of portfolio, with an estimated market value of $97K.

What does the chart on this AYTU ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly AYTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIMENSIONAL FUND ADVISORS LP time their AYTU position?

Based on 13F filing dates vs. subsequent AYTU price moves, DIMENSIONAL FUND ADVISORS LP correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on AYTU relative to SPY over the holding period was -48.7%.

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