Position in VEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,123,141
+$1,584,813 QoQ
Shares Held
656,725
+12.7% QoQ
Ownership
1.66%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 99 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 87%
Shared 9%
None 4%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $364,343,304 across 7 Mortgage Finance names. VEL ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
2,130,571 | $185,572,732 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,458,560 | $79,783,230 | |
| 3 | RKT |
Rocket Companies, Inc.
|
3,911,414 | $61,604,768 | |
| 4 | ONIT |
Onity Group Inc.
|
482,648 | $19,185,257 | |
| 5 | VEL |
Velocity Financial, Inc.
This page
|
656,725 | $12,123,141 | |
| 6 | UWMC |
UWM Holdings Corp
|
2,522,552 | $5,776,643 | |
| 7 | LDI |
loanDepot, Inc.
|
238,028 | $297,533 |
All Filings in VEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,123,141 | 656,725 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,538,328 | 582,550 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,421,975 | 502,022 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,236,974 | 454,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,689,631 | 414,759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,480,625 | 292,925 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,597,987 | 235,071 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,841,714 | 195,906 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,636,747 | 147,058 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,359,170 | 131,065 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,016,254 | 117,088 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,110,800 | 98,301 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $944,478 | 81,915 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $571,959 | 63,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $381,666 | 39,551 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $398,997 | 36,808 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $268,671 | 24,447 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $210,616 | 19,252 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||