Dimensional Fund Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.8M | Buy |
296,627
+9,600
| +3% | +$1.82M | 0.01% | 1539 |
|
|
2025
Q4 | $66.8M | Buy |
287,027
+8,466
| +3% | +$2.01M | 0.01% | 1347 |
|
|
2025
Q3 | $76.8M | Buy |
278,561
+12,521
| +5% | +$3.38M | 0.02% | 1259 |
|
|
2025
Q2 | $61.3M | Buy |
266,040
+17,092
| +7% | +$3.73M | 0.01% | 1374 |
|
|
2025
Q1 | $54.7M | Buy |
248,948
+59,543
| +31% | +$13.7M | 0.01% | 1417 |
|
|
2024
Q4 | $46.7M | Buy |
189,405
+59,279
| +46% | +$13.9M | 0.01% | 1547 |
|
|
2024
Q3 | $30.6M | Buy |
130,126
+45,975
| +55% | +$10.8M | 0.01% | 1789 |
|
|
2024
Q2 | $20.6M | Buy |
84,151
+13,110
| +18% | +$3.05M | 0.01% | 1940 |
|
|
2024
Q1 | $17.5M | Sell |
71,041
-12,911
| -15% | -$2.78M | ﹤0.01% | 2060 |
|
|
2023
Q4 | $14.5M | Sell |
83,952
-30,600
| -27% | -$5.73M | ﹤0.01% | 2137 |
|
|
2023
Q3 | $20.9M | Buy |
114,552
+3,271
| +3% | +$593K | 0.01% | 1896 |
|
|
2023
Q2 | $19.2M | Sell |
111,281
-20,137
| -15% | -$2.93M | 0.01% | 1952 |
|
|
2023
Q1 | $16.4M | Sell |
131,418
-27,645
| -17% | -$3.34M | 0.01% | 2001 |
|
|
2022
Q4 | $16.8K | Sell |
159,063
-40,301
| -20% | -$4.48M | 0.01% | 1951 |
|
|
2022
Q3 | $20.9M | Sell |
199,364
-8,788
| -4% | -$896K | 0.01% | 1804 |
|
|
2022
Q2 | $18.9M | Sell |
208,152
-13,252
| -6% | -$1.34M | 0.01% | 1896 |
|
|
2022
Q1 | $25.1M | Sell |
221,404
-384
| -0.2% | -$44.2K | 0.01% | 1849 |
|
|
2021
Q4 | $26.9M | Buy |
221,788
+2,740
| +1% | +$347K | 0.01% | 1822 |
|
|
2021
Q3 | $26.4M | Sell |
219,048
-3,202
| -1% | -$416K | 0.01% | 1860 |
|
|
2021
Q2 | $31.4M | Sell |
222,250
-9,110
| -4% | -$1.26M | 0.01% | 1796 |
|
|
2021
Q1 | $32.7M | Sell |
231,360
-5,722
| -2% | -$888K | 0.01% | 1747 |
|
|
2020
Q4 | $42.7M | Sell |
237,082
-6,559
| -3% | -$1.05M | 0.02% | 1498 |
|
|
2020
Q3 | $34.5M | Sell |
243,641
-28,520
| -10% | -$4.39M | 0.01% | 1486 |
|
|
2020
Q2 | $44.3M | Sell |
272,161
-15,373
| -5% | -$2.01M | 0.02% | 1296 |
|
|
2020
Q1 | $31.9M | Buy |
287,534
+4,351
| +2% | +$519K | 0.02% | 1418 |
|
|
2019
Q4 | $31.1M | Sell |
283,183
-3,413
| -1% | -$348K | 0.01% | 1793 |
|
|
2019
Q3 | $27.3M | Buy |
286,596
+6,456
| +2% | +$642K | 0.01% | 1836 |
|
|
2019
Q2 | $28.6M | Buy |
280,140
+10,534
| +4% | +$996K | 0.01% | 1851 |
|
|
2019
Q1 | $21.4M | Buy |
269,606
+1,284
| +0.5% | +$85.9K | 0.01% | 2014 |
|
|
2018
Q4 | $15.9M | Buy |
268,322
+52,387
| +24% | +$3.18M | 0.01% | 2109 |
|
|
2018
Q3 | $16.9M | Buy |
215,935
+52,532
| +32% | +$3.97M | 0.01% | 2197 |
|
|
2018
Q2 | $9.99M | Buy |
163,403
+41,172
| +34% | +$2.24M | ﹤0.01% | 2417 |
|
|
2018
Q1 | $4.99M | Buy |
122,231
+98,076
| +406% | +$4.08M | ﹤0.01% | 2629 |
|
|
2017
Q4 | $1M | Buy |
+24,155
| New | +$1.08M | ﹤0.01% | 2994 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM