Dimensional Fund Advisors’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.2M Sell
2,029,281
-67,698
-3% -$1.31M 0.01% 1628
2025
Q1
$30.3M Sell
2,096,979
-11,182
-0.5% -$161K 0.01% 1742
2024
Q4
$34.8M Sell
2,108,161
-130,318
-6% -$2.15M 0.01% 1722
2024
Q3
$26.3M Buy
2,238,479
+306,231
+16% +$3.6M 0.01% 1864
2024
Q2
$20.1M Buy
1,932,248
+227,324
+13% +$2.37M 0.01% 1948
2024
Q1
$13.5M Buy
1,704,924
+337,999
+25% +$2.68M ﹤0.01% 2182
2023
Q4
$11.2M Buy
1,366,925
+405,198
+42% +$3.33M ﹤0.01% 2270
2023
Q3
$6.46M Buy
961,727
+702,141
+270% +$4.72M ﹤0.01% 2444
2023
Q2
$1.5M Buy
259,586
+225,162
+654% +$1.3M ﹤0.01% 2855
2023
Q1
$142K Buy
+34,424
New +$142K ﹤0.01% 3259