Dimensional Fund Advisors’s Avalon Holdings AWX Stock Holding History

Dimensional Fund Advisors’s Portfolio AWX Stock Details AWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Hold	75,897	–	–	﹤0.01%	3082
2026 Q1	$197K	Hold	75,897	–	–	﹤0.01%	3070
2025 Q4	$204K	Buy	75,897 +1,300	+2%	+$3.53K	﹤0.01%	3087
2025 Q3	$195K	Hold	74,597	–	–	﹤0.01%	3123
2025 Q2	$186K	Hold	74,597	–	–	﹤0.01%	3125
2025 Q1	$212K	Buy	74,597 +231	+0.3%	+$774	﹤0.01%	3124
2024 Q4	$288K	Hold	74,366	–	–	﹤0.01%	3121
2024 Q3	$190K	Sell	74,366 -6,082	-8%	-$14.6K	﹤0.01%	3181
2024 Q2	$177K	Sell	80,448 -1,534	-2%	-$3.45K	﹤0.01%	3185
2024 Q1	$183K	Sell	81,982 -1,790	-2%	-$4.12K	﹤0.01%	3198
2023 Q4	$200K	Sell	83,772 -2,858	-3%	-$5.85K	﹤0.01%	3195
2023 Q3	$168K	Sell	86,630 -10,033	-10%	-$23.1K	﹤0.01%	3244
2023 Q2	$246K	Sell	96,663 -19,542	-17%	-$49.4K	﹤0.01%	3201
2023 Q1	$308K	Hold	116,205	–	–	﹤0.01%	3116
2022 Q4	$320	Buy	116,205 +117	+0.1%	+$315	﹤0.01%	3123
2022 Q3	$308K	Sell	116,088 -26	-0%	-$74	﹤0.01%	3156
2022 Q2	$302K	Buy	116,114 +6	+0%	+$19	﹤0.01%	3175
2022 Q1	$380K	Sell	116,108 -217	-0.2%	-$748	﹤0.01%	3203
2021 Q4	$420K	Sell	116,325 -10,091	-8%	-$39K	﹤0.01%	3208
2021 Q3	$492K	Sell	126,416 -4,596	-4%	-$20.1K	﹤0.01%	3185
2021 Q2	$614K	Buy	131,012 +2,834	+2%	+$11.5K	﹤0.01%	3118
2021 Q1	$470K	Buy	128,178 +2,878	+2%	+$10.1K	﹤0.01%	3156
2020 Q4	$326K	Sell	125,300 -3,052	-2%	-$6.29K	﹤0.01%	3163
2020 Q3	$225K	Sell	128,352 -4,302	-3%	-$7.09K	﹤0.01%	3189
2020 Q2	$214K	Sell	132,654 -1,246	-0.9%	-$1.8K	﹤0.01%	3206
2020 Q1	$173K	Sell	133,900 -2,930	-2%	-$5.09K	﹤0.01%	3221
2019 Q4	$263K	Sell	136,830 -5,571	-4%	-$11.6K	﹤0.01%	3232
2019 Q3	$314K	Sell	142,401 -6,997	-5%	-$16.5K	﹤0.01%	3215
2019 Q2	$372K	Sell	149,398 -16,588	-10%	-$39.8K	﹤0.01%	3239
2019 Q1	$428K	Hold	165,986	–	–	﹤0.01%	3189
2018 Q4	$440K	Sell	165,986 -300	-0.2%	-$924	﹤0.01%	3166
2018 Q3	$619K	Hold	166,286	–	–	﹤0.01%	3142
2018 Q2	$359K	Sell	166,286 -17,664	-10%	-$38.5K	﹤0.01%	3174
2018 Q1	$405K	Hold	183,950	–	–	﹤0.01%	3134
2017 Q4	$368K	Hold	183,950	–	–	﹤0.01%	3137
2017 Q3	$368K	Sell	183,950 -22,115	-11%	-$47.6K	﹤0.01%	3144
2017 Q2	$501K	Hold	206,065	–	–	﹤0.01%	3087
2017 Q1	$482K	Hold	206,065	–	–	﹤0.01%	3097
2016 Q4	$608K	Hold	206,065	–	–	﹤0.01%	3057
2016 Q3	$608K	Hold	206,065	–	–	﹤0.01%	3033
2016 Q2	$480K	Sell	206,065 -3,874	-2%	-$7.77K	﹤0.01%	3057
2016 Q1	$378K	Hold	209,939	–	–	﹤0.01%	3091
2015 Q4	$397K	Hold	209,939	–	–	﹤0.01%	3136
2015 Q3	$403K	Sell	209,939 -120	-0.1%	-$248	﹤0.01%	3153
2015 Q2	$504K	Sell	210,059 -1,662	-0.8%	-$4.93K	﹤0.01%	3139
2015 Q1	$582K	Hold	211,721	–	–	﹤0.01%	3082
2014 Q4	$555K	Sell	211,721 -214	-0.1%	-$723	﹤0.01%	3118
2014 Q3	$786K	Sell	211,935 -1,900	-0.9%	-$7.83K	﹤0.01%	3059
2014 Q2	$922K	Sell	213,835 -700	-0.3%	-$3.16K	﹤0.01%	3054
2014 Q1	$1.08M	Hold	214,535	–	–	﹤0.01%	3017
2013 Q4	$1.12M	Hold	214,535	–	–	﹤0.01%	3011
2013 Q3	$1.16M	Sell	214,535 -250	-0.1%	-$1.08K	﹤0.01%	3017
2013 Q2	$803K	Buy	+214,785	New	+$788K	﹤0.01%	3068

Other funds holding AWX

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors's AWX Position: Q2 2026 in Review

Dimensional Fund Advisors held its Avalon Holdings (AWX) position steady in Q2 2026 at 75,897 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Dimensional Fund Advisors first reported a position in AWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.16M in Q3 2013. 11 funds tracked by Wall St. Rank hold AWX as of Q2 2026.

Dimensional Fund Advisors held 75,897 shares of Avalon Holdings worth $189K as of Q2 2026.
Dimensional Fund Advisors left its Avalon Holdings share count unchanged in Q2 2026.
Avalon Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3082 holding.
Dimensional Fund Advisors first reported a position in Avalon Holdings in Q2 2013 and has held it in 53 quarters since.
Dimensional Fund Advisors's Avalon Holdings position peaked at $1.16M in Q3 2013.
11 funds tracked by Wall St. Rank held Avalon Holdings as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.