Dimensional Fund Advisors
ADVM

Dimensional Fund Advisors’s Adverum Biotechnologies ADVM Stock Holding History

Dimensional Fund Advisors’s Portfolio ADVM Stock Details ADVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-234,541
Closed -$1.06M – 3243
2025
Q3 		$1.06M Sell
234,541
-51,509
-18% -$152K ﹤0.01% 2885
2025
Q2 		$615K Sell
286,050
-1,744
-0.6% -$4.88K ﹤0.01% 2962
2025
Q1 		$1.26M Sell
287,794
-23,211
-7% -$105K ﹤0.01% 2827
2024
Q4 		$1.45M Buy
311,005
+104,262
+50% +$702K ﹤0.01% 2857
2024
Q3 		$1.45M Sell
206,743
-16,684
-7% -$121K ﹤0.01% 2851
2024
Q2 		$1.53M Buy
223,427
+196,884
+742% +$1.83M ﹤0.01% 2820
2024
Q1 		$375K Buy
26,543
+7,683
+41% +$117K ﹤0.01% 3093
2023
Q4 		$142K Sell
18,860
-10,387
-36% -$94.8K ﹤0.01% 3243
2023
Q3 		$439K Buy
29,247
+10,835
+59% +$195K ﹤0.01% 3071
2023
Q2 		$293K Sell
18,412
-3
-0% -$32 ﹤0.01% 3163
2023
Q1 		$132K Sell
18,415
-1,682
-8% -$11.9K ﹤0.01% 3267
2022
Q4 		$117 Sell
20,097
-7,514
-27% -$57K ﹤0.01% 3304
2022
Q3 		$262K Sell
27,611
-4,704
-15% -$61.8K ﹤0.01% 3189
2022
Q2 		$387K Sell
32,315
-27,047
-46% -$283K ﹤0.01% 3119
2022
Q1 		$778K Sell
59,362
-9,351
-14% -$137K ﹤0.01% 3050
2021
Q4 		$1.21M Sell
68,713
-6,020
-8% -$121K ﹤0.01% 2979
2021
Q3 		$1.62M Sell
74,733
-53,248
-42% -$1.36M ﹤0.01% 2909
2021
Q2 		$4.48M Sell
127,981
-11,863
-8% -$639K ﹤0.01% 2647
2021
Q1 		$13.8M Sell
139,844
-31,130
-18% -$3.74M ﹤0.01% 2194
2020
Q4 		$18.5M Sell
170,974
-16,203
-9% -$2M 0.01% 2009
2020
Q3 		$19.3M Buy
187,177
+830
+0.4% +$124K 0.01% 1871
2020
Q2 		$38.9M Sell
186,347
-1,478
-0.8% -$262K 0.02% 1414
2020
Q1 		$18.4M Sell
187,825
-3,278
-2% -$382K 0.01% 1802
2019
Q4 		$22M Sell
191,103
-24,235
-11% -$2.14M 0.01% 1990
2019
Q3 		$11.7M Sell
215,338
-1,253
-0.6% -$141K ﹤0.01% 2282
2019
Q2 		$25.8M Buy
216,591
+26,376
+14% +$2.18M 0.01% 1909
2019
Q1 		$9.97M Buy
190,215
+13,390
+8% +$541K ﹤0.01% 2402
2018
Q4 		$5.57M Buy
176,825
+12,652
+8% +$515K ﹤0.01% 2573
2018
Q3 		$9.93M Buy
164,173
+3,532
+2% +$198K ﹤0.01% 2442
2018
Q2 		$8.51M Buy
160,641
+42,722
+36% +$2.57M ﹤0.01% 2492
2018
Q1 		$6.84M Buy
117,919
+23,958
+25% +$1.49M ﹤0.01% 2510
2017
Q4 		$3.29M Buy
93,961
+39,951
+74% +$1.31M ﹤0.01% 2744
2017
Q3 		$1.97M Buy
54,010
+23,536
+77% +$653K ﹤0.01% 2864
2017
Q2 		$762K Buy
30,474
+19,562
+179% +$535K ﹤0.01% 3032
2017
Q1 		$295K Buy
10,912
+7,669
+236% +$218K ﹤0.01% 3161
2016
Q4 		$94K Buy
3,243
+1,010
+45% +$33K ﹤0.01% 3248
2016
Q3 		$92K Buy
2,233
+425
+24% +$16.1K ﹤0.01% 3234
2016
Q2 		$57K Buy
+1,808
New +$81.7K ﹤0.01% 3257

Dimensional Fund Advisors's ADVM Position: Q4 2025 in Review

Dimensional Fund Advisors sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 234,541 shares — an estimated $1.06M sold.

Dimensional Fund Advisors first reported a position in ADVM in Q2 2016 and held it in 38 quarters. The position peaked at $38.9M in Q2 2020. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.

  • Dimensional Fund Advisors reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 234,541 Adverum Biotechnologies shares in Q4 2025, an estimated $1.06M.
  • Dimensional Fund Advisors first reported a position in Adverum Biotechnologies in Q2 2016 and held it in 38 quarters.
  • Dimensional Fund Advisors's Adverum Biotechnologies position peaked at $38.9M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.

Based on Dimensional Fund Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.