Dimensional Fund Advisors’s Agora API Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
363,090
+36,291
+11% +$138K ﹤0.01% 2837
2025
Q1
$1.31M Buy
326,799
+27,519
+9% +$111K ﹤0.01% 2818
2024
Q4
$1.25M Hold
299,280
﹤0.01% 2880
2024
Q3
$721K Buy
299,280
+23,414
+8% +$56.4K ﹤0.01% 2965
2024
Q2
$585K Buy
275,866
+52,432
+23% +$111K ﹤0.01% 3003
2024
Q1
$561K Buy
223,434
+100,486
+82% +$252K ﹤0.01% 3027
2023
Q4
$323K Buy
122,948
+34,870
+40% +$91.7K ﹤0.01% 3116
2023
Q3
$223K Sell
88,078
-7,294
-8% -$18.5K ﹤0.01% 3198
2023
Q2
$299K Sell
95,372
-21,906
-19% -$68.6K ﹤0.01% 3159
2023
Q1
$425K Buy
117,278
+470
+0.4% +$1.7K ﹤0.01% 3064
2022
Q4
$456 Sell
116,808
-897
-0.8% -$4 ﹤0.01% 3050
2022
Q3
$427K Buy
117,705
+106,632
+963% +$387K ﹤0.01% 3077
2022
Q2
$73K Buy
+11,073
New +$73K ﹤0.01% 3362