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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

EXFY holding history

Expensify, Inc. in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXFY overviewAll 13F holders of EXFYFull Q2 2026 holdings

Shares (Q2 2026)
78,173
Value
$139.7K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of EXFY by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202678,173$139.7K<0.1%00.0%UnchangedHolders
Q1 202678,173$67.7K<0.1%−68,921−46.9%ReducedHolders
Q4 2025147,094$222.0K<0.1%−150,762−50.6%ReducedHolders
Q3 2025297,856$551.6K<0.1%−83,090−21.8%ReducedHolders
Q2 2025380,946$986.4K<0.1%+227,190+147.8%AddedHolders
Q1 2025153,756$467.9K<0.1%+98,127+176.4%AddedHolders
Q4 202455,629$187.3K<0.1%+55,629NewHolders