Skip to content
Disclosery

DIMENSIONAL FUND ADVISORS LP: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on SOFI, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 10,003,025 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,003,025 shares
    Change vs previous 13F +896,493 shares

    0.03% of the 13F portfolio, value $179,381,186.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,106,532 shares
    Change vs previous 13F +359,785 shares

    0.03% of the 13F portfolio, value $144,538,918.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,746,747 shares
    Change vs previous 13F -1,046,060 shares

    0.05% of the 13F portfolio, value $229,021,661.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,792,807 shares
    Change vs previous 13F +67,504 shares

    0.06% of the 13F portfolio, value $258,820,597.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,725,303 shares
    Change vs previous 13F +669,040 shares

    0.04% of the 13F portfolio, value $177,011,507.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,056,263 shares
    Change vs previous 13F -5,254,503 shares

    0.03% of the 13F portfolio, value $105,341,183.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,310,766 shares
    Change vs previous 13F -10,405,846 shares

    0.05% of the 13F portfolio, value $220,400,320.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,716,612 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $194,278,255.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).