3 Factor Indexing LLC Q2 2026 Portfolio Activity: Major ETF Purchases & Sales Observed
A detailed look at holdings changes by 3 Factor Indexing, Llc during the second quarter of 2026.
As part of our ongoing coverage of institutional investor activity on InsiderSet, we've analyzed the portfolio changes for Dimensional Fund's ETF Trust (DFCF) and other holdings within 3 Factor Indexing, Llc during Q2 2026.
The total portfolio value of this entity stood at $117.8 million as of June 30th, 2026. The analysis focuses on the specific changes observed in their holdings compared to the previous quarter, using data from InsiderSet.
Among the most notable actions this quarter were significant purchases. 3 Factor Indexing, Llc notably increased its position in Dimensional ETF Trust (DFCF) by acquiring an additional 122,981 shares, representing a substantial increase of +279.94% and boosting its portfolio allocation to 5.96%. This aggressive buying suggests confidence or strategic interest in this fund.
Other Dimensional ETF Trust holdings also saw changes: DFAU experienced a decrease of -4.7%, DUSB faced a significant reduction of -23.98% (down to 4.17%), and DFCA, AVUS, and DFGX showed increases (+0.56%, +8.07%, +2.55%, respectively). The entity also demonstrated buying activity in Vanguard ETFs like SCHB (+0.5%) and VANGUARD BD INDEX FDS (BSV) (+9.22%), indicating diversification into other Dimensional or similar funds.
Conversely, the analysis reveals significant selling activities by 3 Factor Indexing, Llc during Q2 2026. Vanguard ETFs SCHB and BSV saw substantial reductions (-0.5% to -14.68%), while Dimensional ETF Trust DFAU was sold off significantly (-4.7%). Additionally, the entity exited positions in several other funds including ISHARES TR (REET), SCHWAB STRATEGIC TR (SCHA), and VANGUARD TAX-MANAGED FDS (VEA).
Furthermore, 3 Factor Indexing, Llc sold off holdings from various sectors. The largest sector allocation change was a reduction in Technology (-2.65%) and Financial Services (-0.89%). Other sectors like Real Estate (-0.48%) also saw decreases.
Overall, the portfolio adjustments by 3 Factor Indexing, Llc this quarter involved both strategic additions to Dimensional ETF Trust holdings (particularly DFCF) and reductions from other funds such as SCHB, BSV, REET, SCHA, VEA, and DFAU. These changes reflect an active management approach focused on rebalancing the portfolio.