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Dean Investment Associates’s Maximus MMS Stock Holding History

Dean Investment Associates’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,029
Closed -$2.51M – 205
2025
Q4 		$2.51M Sell
29,029
-17,276
-37% -$1.48M 0.36% 128
2025
Q3 		$4.23M Buy
46,305
+16,211
+54% +$1.31M 0.59% 63
2025
Q2 		$2.11M Sell
30,094
-44,491
-60% -$3.13M 0.31% 145
2025
Q1 		$5.09M Buy
74,585
+15,941
+27% +$1.14M 0.75% 25
2024
Q4 		$4.38M Buy
58,644
+21,650
+59% +$1.77M 0.62% 44
2024
Q3 		$3.45M Sell
36,994
-19,095
-34% -$1.71M 0.47% 87
2024
Q2 		$4.81M Buy
56,089
+7,059
+14% +$593K 0.68% 50
2024
Q1 		$4.11M Buy
49,030
+1,026
+2% +$84.4K 0.57% 75
2023
Q4 		$4.03M Buy
48,004
+22,894
+91% +$1.83M 0.58% 69
2023
Q3 		$1.88M Sell
25,110
-4,258
-14% -$347K 0.31% 130
2023
Q2 		$2.48M Sell
29,368
-31,674
-52% -$2.6M 0.4% 92
2023
Q1 		$4.8M Buy
61,042
+1,407
+2% +$108K 0.77% 43
2022
Q4 		$4.37M Buy
59,635
+14,160
+31% +$914K 0.74% 46
2022
Q3 		$2.63M Buy
45,475
+31,577
+227% +$1.97M 0.54% 75
2022
Q2 		$869K Buy
+13,898
New +$940K 0.17% 197

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return