DIMENSIONAL FUND ADVISORS LP BTMD — BIOTE CORP

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  12 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported BIOTE CORP (BTMD) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows BTMD 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 BTMD 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 BIOTE CORP, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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.

BTMD stock page DIMENSIONAL FUND ADVISORS LP fund profile DIMENSIONAL FUND ADVISORS LP full holdings
How DIMENSIONAL FUND ADVISORS LP held BTMD — position size vs. price
% of Fund (quarterly)    BTMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 431,962 -111,532 -20.5% 0.00% $816K 2026-08-11 $1.54
2026 Q1 REDUCED — — — 543,494 -24,039 -4.2% 0.00% $734K 2026-05-07 $2.09
2025 Q4 ADDED — — — 567,533 +285 +0.1% 0.00% $1.5M 2026-02-12 $2.09
2025 Q3 REDUCED 8.2% -10.7% ✅ 567,248 -50,345 -8.2% 0.00% $1.7M 2025-11-12 $2.64
2025 Q2 REDUCED 5.3% -25.6% ✅ 617,593 -34,658 -5.3% 0.00% $2.5M 2025-08-12 $2.89
2025 Q1 REDUCED — — — 652,251 -29,273 -4.3% 0.00% $2.2M 2025-05-13 $3.91
2024 Q4 ADDED — — — 681,524 +3,065 +0.5% 0.00% $4.2M 2025-02-13 $4.58
2024 Q3 ADDED — — — 678,459 +18,390 +2.8% 0.00% $3.8M 2024-11-07 $5.65
2024 Q2 ADDED — — — 660,069 +600,956 +1016.6% 0.00% $4.9M 2024-08-09 $5.49
2024 Q1 REDUCED 22.8% +27.6% ❌ 59,113 -17,479 -22.8% 0.00% $343K 2024-05-10 $6.12
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTMD

As of 2026 Q2 — sorted by position size

325 CAPITAL LLC 3Y 2.05% Bandera Partners LLC 3Y 7Y 1.37% Williams & Novak Wealth Management, LLC 0.03% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.02% Abel Hall, LLC 0.01% Rothschild Wealth LLC 3Y 0.01% GDS Wealth Management 3Y 0.0% First Heartland Consultants, Inc. 3Y 7Y 0.0% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0%

FAQ About DIMENSIONAL FUND ADVISORS LP and BTMD

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 BTMD?

DIMENSIONAL FUND ADVISORS LP reported BTMD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BTMD was 0.00% in 2024 Q2.

What is the latest reported BTMD position on this page?

The most recent filing on this page is 2026 Q2, when DIMENSIONAL FUND ADVISORS LP reported 431,962 shares, equal to 0.00% of portfolio, with an estimated market value of $816K.

What does the chart on this BTMD ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly BTMD 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 BTMD position?

Based on 13F filing dates vs. subsequent BTMD price moves, DIMENSIONAL FUND ADVISORS LP correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on BTMD relative to SPY over the holding period was -45.7%.

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