Dimensional Fund Advisors Boosts Stake in Brighthouse Financial

Asset management firm increases holding in insurance company by 1.3% in third quarter

Published on Mar. 9, 2026

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Dimensional Fund Advisors LP, an institutional investor, grew its stake in Brighthouse Financial, Inc. (NASDAQ:BHF) by 1.3% in the third quarter, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns approximately 3.45 million shares of the insurance company, valued at $183 million.

Why it matters

Brighthouse Financial is a major player in the annuities and retirement income solutions market, and changes in institutional ownership can signal broader investor sentiment around the company's performance and outlook.

The details

Dimensional Fund Advisors, a prominent asset management firm, increased its position in Brighthouse Financial by purchasing an additional 42,652 shares during the third quarter. This brings Dimensional's total stake in the insurance company to around 6.03% of outstanding shares. The move suggests Dimensional sees continued growth potential in Brighthouse, which has been working to establish itself as a standalone entity since being spun off from MetLife in 2017.

  • Dimensional Fund Advisors increased its Brighthouse Financial stake in the third quarter of 2026.

The players

Dimensional Fund Advisors LP

An American investment management firm that provides a range of equity, fixed income, and real estate investment strategies.

Brighthouse Financial, Inc.

A U.S.-based life insurance company that specializes in retirement income solutions and annuity products, spun off from MetLife in 2017.

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The takeaway

Dimensional Fund Advisors' increased stake in Brighthouse Financial suggests the asset manager sees long-term growth potential in the insurance company as it continues to establish itself as an independent entity focused on retirement and annuity products.