DIMENSIONAL FUND ADVISORS LP FOA — FINANCE OF AMERICA COMPAN

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  5 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported FINANCE OF AMERICA COMPAN (FOA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows FOA 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.

What this FOA 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 FINANCE OF AMERICA COMPAN, 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 Q1

FOA 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
2025 Q1 to 2026 Q1

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.

FOA stock page DIMENSIONAL FUND ADVISORS LP fund profile DIMENSIONAL FUND ADVISORS LP full holdings
How DIMENSIONAL FUND ADVISORS LP held FOA — position size vs. price
% of Fund (quarterly)    FOA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 102,061 +36,929 +56.7% 0.00% $1.7M 2026-05-07 $21.05
2025 Q4 ADDED — — — 65,132 +15,914 +32.3% 0.00% $1.6M 2026-02-12 $21.35
2025 Q3 ADDED — — — 49,218 +5,082 +11.5% 0.00% $1.1M 2025-11-12 $23.01
2025 Q2 ADDED — — — 44,136 +15,181 +52.4% 0.00% $1.0M 2025-08-12 $29.22
2025 Q1 INITIATED — — — 28,955 — — 0.00% $616K 2025-05-13 $21.82

🏢 Other funds also holding FOA

As of 2026 Q1 — sorted by position size

Beach Point Capital Management LP 3Y 7Y 6.06% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.09% AlphaQuest LLC 0.0% Russell Investments Group, Ltd. 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Bank of New York Mellon Corp 3Y 7Y 0.0% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% Nuveen, LLC 0.0%

FAQ About DIMENSIONAL FUND ADVISORS LP and FOA

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 FOA?

DIMENSIONAL FUND ADVISORS LP reported FOA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

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

What is the latest reported FOA position on this page?

The most recent filing on this page is 2026 Q1, when DIMENSIONAL FUND ADVISORS LP reported 102,061 shares, equal to 0.00% of portfolio, with an estimated market value of $1.7M.

What does the chart on this FOA ownership page compare?

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

Based on 13F filing dates vs. subsequent FOA price moves, DIMENSIONAL FUND ADVISORS LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FOA relative to SPY over the holding period was -23.9%.

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