Dimensional Fund Advisors’s AMES National ATLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
260,600
+11,693
| +5% | +$208K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $4.36M | Buy |
248,907
+5,484
| +2% | +$96.1K | ﹤0.01% | 2536 |
|
|
2024
Q4 | $4M | Buy |
243,423
+10,182
| +4% | +$167K | ﹤0.01% | 2599 |
|
|
2024
Q3 | $4.25M | Buy |
233,241
+2,308
| +1% | +$42.1K | ﹤0.01% | 2556 |
|
|
2024
Q2 | $4.73M | Sell |
230,933
-12,879
| -5% | -$264K | ﹤0.01% | 2505 |
|
|
2024
Q1 | $4.92M | Sell |
243,812
-2,535
| -1% | -$51.2K | ﹤0.01% | 2553 |
|
|
2023
Q4 | $5.26M | Sell |
246,347
-2,840
| -1% | -$60.6K | ﹤0.01% | 2547 |
|
|
2023
Q3 | $4.13M | Sell |
249,187
-17,372
| -7% | -$288K | ﹤0.01% | 2590 |
|
|
2023
Q2 | $4.81M | Buy |
266,559
+20,645
| +8% | +$372K | ﹤0.01% | 2546 |
|
|
2023
Q1 | $5.11M | Buy |
245,914
+18,120
| +8% | +$377K | ﹤0.01% | 2478 |
|
|
2022
Q4 | $5.38K | Buy |
227,794
+5,380
| +2% | +$127 | ﹤0.01% | 2426 |
|
|
2022
Q3 | $4.93M | Buy |
222,414
+12,423
| +6% | +$276K | ﹤0.01% | 2429 |
|
|
2022
Q2 | $4.66M | Buy |
209,991
+17,700
| +9% | +$393K | ﹤0.01% | 2469 |
|
|
2022
Q1 | $4.78M | Buy |
192,291
+14,305
| +8% | +$356K | ﹤0.01% | 2546 |
|
|
2021
Q4 | $4.36M | Buy |
177,986
+7,603
| +4% | +$186K | ﹤0.01% | 2608 |
|
|
2021
Q3 | $3.96M | Buy |
170,383
+23,775
| +16% | +$553K | ﹤0.01% | 2649 |
|
|
2021
Q2 | $3.59M | Buy |
146,608
+22,591
| +18% | +$554K | ﹤0.01% | 2700 |
|
|
2021
Q1 | $3.17M | Buy |
124,017
+21,341
| +21% | +$546K | ﹤0.01% | 2723 |
|
|
2020
Q4 | $2.47M | Buy |
102,676
+3,602
| +4% | +$86.5K | ﹤0.01% | 2750 |
|
|
2020
Q3 | $1.67M | Buy |
99,074
+600
| +0.6% | +$10.1K | ﹤0.01% | 2792 |
|
|
2020
Q2 | $1.94M | Buy |
98,474
+2,270
| +2% | +$44.8K | ﹤0.01% | 2764 |
|
|
2020
Q1 | $1.97M | Buy |
96,204
+4,079
| +4% | +$83.4K | ﹤0.01% | 2711 |
|
|
2019
Q4 | $2.59M | Sell |
92,125
-500
| -0.5% | -$14K | ﹤0.01% | 2796 |
|
|
2019
Q3 | $2.65M | Buy |
92,625
+512
| +0.6% | +$14.6K | ﹤0.01% | 2786 |
|
|
2019
Q2 | $2.5M | Buy |
92,113
+816
| +0.9% | +$22.1K | ﹤0.01% | 2844 |
|
|
2019
Q1 | $2.5M | Buy |
91,297
+3,696
| +4% | +$101K | ﹤0.01% | 2840 |
|
|
2018
Q4 | $2.23M | Buy |
87,601
+7,634
| +10% | +$194K | ﹤0.01% | 2836 |
|
|
2018
Q3 | $2.18M | Buy |
79,967
+23,038
| +40% | +$628K | ﹤0.01% | 2914 |
|
|
2018
Q2 | $1.76M | Buy |
56,929
+19,276
| +51% | +$595K | ﹤0.01% | 2919 |
|
|
2018
Q1 | $1.04M | Buy |
37,653
+14,464
| +62% | +$398K | ﹤0.01% | 2993 |
|
|
2017
Q4 | $646K | Buy |
23,189
+16,461
| +245% | +$459K | ﹤0.01% | 3062 |
|
|
2017
Q3 | $201K | Hold |
6,728
| – | – | ﹤0.01% | 3224 |
|
|
2017
Q2 | $206K | Buy |
+6,728
| New | +$206K | ﹤0.01% | 3197 |
|
|
2017
Q1 | – | Sell |
-6,381
| Closed | -$211K | – | 3302 |
|
|
2016
Q4 | $211K | Buy |
+6,381
| New | +$211K | ﹤0.01% | 3198 |
|