DIMENSIONAL FUND ADVISORS LP
Position in FOA — Finance of America Companies Inc.
CIK 354204
AUSTIN, TX
Position in FOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,732,343
+$2,038,132 QoQ
Shares Held
135,623
+32.9% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 76 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in FOA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $11,004,578,239 across 40 Credit Services names. FOA ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,052,248 | $3,105,735,765 | |
| 2 | MA |
Mastercard Inc
|
4,265,521 | $2,190,771,584 | |
| 3 | AXP |
American Express Co
|
2,853,697 | $965,263,009 | |
| 4 | COF |
Capital One Financial Corp
|
3,703,679 | $743,032,078 | |
| 5 | SYF |
Synchrony Financial
|
6,254,849 | $475,681,263 | |
| 6 | ALLY |
Ally Financial Inc.
|
9,331,607 | $428,787,340 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,588,668 | $370,858,682 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
3,092,208 | $335,040,734 |
All Filings in FOA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,732,343 | 135,623 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,694,211 | 102,061 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,576,843 | 65,132 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,103,957 | 49,218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,029,250 | 44,136 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $615,582 | 28,955 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||