Dimensional Fund Advisors’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.5M Buy
3,831,627
+30,039
+0.8% +$294K 0.01% 1652
2025
Q1
$32.2M Sell
3,801,588
-81,198
-2% -$689K 0.01% 1709
2024
Q4
$40.1M Sell
3,882,786
-107,977
-3% -$1.12M 0.01% 1644
2024
Q3
$32.4M Sell
3,990,763
-326,371
-8% -$2.65M 0.01% 1759
2024
Q2
$52.1M Buy
4,317,134
+230,777
+6% +$2.78M 0.01% 1435
2024
Q1
$53.7M Buy
4,086,357
+221,632
+6% +$2.91M 0.01% 1404
2023
Q4
$47.9M Buy
3,864,725
+587,692
+18% +$7.28M 0.01% 1479
2023
Q3
$31.1M Buy
3,277,033
+1,100,389
+51% +$10.4M 0.01% 1660
2023
Q2
$22.6M Buy
2,176,644
+508,405
+30% +$5.28M 0.01% 1868
2023
Q1
$13M Buy
1,668,239
+1,479,251
+783% +$11.5M ﹤0.01% 2111
2022
Q4
$1.88K Buy
+188,988
New +$1.88K ﹤0.01% 2745