Dimensional Fund Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177M | Sell |
2,327,530
-121,840
| -5% | -$9.27M | 0.04% | 586 |
|
|
2025
Q1 | $158M | Sell |
2,449,370
-130,028
| -5% | -$8.39M | 0.04% | 613 |
|
|
2024
Q4 | $180M | Sell |
2,579,398
-40,169
| -2% | -$2.81M | 0.04% | 551 |
|
|
2024
Q3 | $165M | Sell |
2,619,567
-33,800
| -1% | -$2.13M | 0.04% | 629 |
|
|
2024
Q2 | $152M | Sell |
2,653,367
-31,867
| -1% | -$1.82M | 0.04% | 623 |
|
|
2024
Q1 | $145M | Sell |
2,685,234
-39,097
| -1% | -$2.11M | 0.04% | 662 |
|
|
2023
Q4 | $149M | Buy |
2,724,331
+134,266
| +5% | +$7.33M | 0.04% | 582 |
|
|
2023
Q3 | $98.1M | Buy |
2,590,065
+30,052
| +1% | +$1.14M | 0.03% | 815 |
|
|
2023
Q2 | $101M | Buy |
2,560,013
+93,039
| +4% | +$3.67M | 0.03% | 833 |
|
|
2023
Q1 | $91.1M | Buy |
2,466,974
+173,836
| +8% | +$6.42M | 0.03% | 883 |
|
|
2022
Q4 | $87.6K | Buy |
2,293,138
+146,293
| +7% | +$5.59K | 0.03% | 875 |
|
|
2022
Q3 | $73.5M | Buy |
2,146,845
+35,534
| +2% | +$1.22M | 0.03% | 917 |
|
|
2022
Q2 | $75.7M | Buy |
2,111,311
+22,984
| +1% | +$824K | 0.03% | 937 |
|
|
2022
Q1 | $96.9M | Buy |
2,088,327
+16,335
| +0.8% | +$758K | 0.03% | 873 |
|
|
2021
Q4 | $116M | Sell |
2,071,992
-49,163
| -2% | -$2.75M | 0.04% | 764 |
|
|
2021
Q3 | $109M | Sell |
2,121,155
-74,764
| -3% | -$3.85M | 0.04% | 758 |
|
|
2021
Q2 | $102M | Sell |
2,195,919
-179,128
| -8% | -$8.31M | 0.03% | 838 |
|
|
2021
Q1 | $112M | Sell |
2,375,047
-63,207
| -3% | -$2.97M | 0.04% | 739 |
|
|
2020
Q4 | $91.5M | Sell |
2,438,254
-49,917
| -2% | -$1.87M | 0.03% | 819 |
|
|
2020
Q3 | $58M | Sell |
2,488,171
-2,415
| -0.1% | -$56.3K | 0.02% | 1067 |
|
|
2020
Q2 | $55M | Buy |
2,490,586
+151,370
| +6% | +$3.34M | 0.02% | 1127 |
|
|
2020
Q1 | $42.4M | Sell |
2,339,216
-24,154
| -1% | -$438K | 0.02% | 1166 |
|
|
2019
Q4 | $71.6M | Sell |
2,363,370
-7,421
| -0.3% | -$225K | 0.03% | 1062 |
|
|
2019
Q3 | $65.6M | Buy |
2,370,791
+11,951
| +0.5% | +$330K | 0.03% | 1103 |
|
|
2019
Q2 | $64.3M | Buy |
2,358,840
+2,731
| +0.1% | +$74.4K | 0.03% | 1150 |
|
|
2019
Q1 | $68.2M | Buy |
2,356,109
+113,374
| +5% | +$3.28M | 0.03% | 1043 |
|
|
2018
Q4 | $56.5M | Buy |
2,242,735
+87,122
| +4% | +$2.19M | 0.03% | 1096 |
|
|
2018
Q3 | $74.1M | Buy |
2,155,613
+80,657
| +4% | +$2.77M | 0.03% | 998 |
|
|
2018
Q2 | $84.9M | Buy |
2,074,956
+22,234
| +1% | +$910K | 0.03% | 807 |
|
|
2018
Q1 | $83.2M | Sell |
2,052,722
-129,037
| -6% | -$5.23M | 0.03% | 773 |
|
|
2017
Q4 | $65.2M | Sell |
2,181,759
-16,769
| -0.8% | -$501K | 0.03% | 1044 |
|
|
2017
Q3 | $62.6M | Sell |
2,198,528
-13,451
| -0.6% | -$383K | 0.03% | 1041 |
|
|
2017
Q2 | $52.5M | Sell |
2,211,979
-10,220
| -0.5% | -$242K | 0.02% | 1189 |
|
|
2017
Q1 | $58.1M | Sell |
2,222,199
-158,116
| -7% | -$4.13M | 0.03% | 1009 |
|
|
2016
Q4 | $68M | Buy |
2,380,315
+2,491
| +0.1% | +$71.1K | 0.03% | 792 |
|
|
2016
Q3 | $53.3M | Sell |
2,377,824
-965
| -0% | -$21.6K | 0.03% | 963 |
|
|
2016
Q2 | $42.1M | Sell |
2,378,789
-13,332
| -0.6% | -$236K | 0.02% | 1158 |
|
|
2016
Q1 | $51M | Sell |
2,392,121
-45,457
| -2% | -$970K | 0.03% | 897 |
|
|
2015
Q4 | $51.3M | Buy |
2,437,578
+21,662
| +0.9% | +$456K | 0.03% | 825 |
|
|
2015
Q3 | $77.8M | Buy |
2,415,916
+15,204
| +0.6% | +$490K | 0.05% | 463 |
|
|
2015
Q2 | $63.4M | Buy |
2,400,712
+73,792
| +3% | +$1.95M | 0.04% | 655 |
|
|
2015
Q1 | $54.1M | Buy |
2,326,920
+199,740
| +9% | +$4.65M | 0.03% | 763 |
|
|
2014
Q4 | $41.4M | Sell |
2,127,180
-25,628
| -1% | -$499K | 0.03% | 947 |
|
|
2014
Q3 | $39.1M | Sell |
2,152,808
-217,256
| -9% | -$3.95M | 0.03% | 900 |
|
|
2014
Q2 | $43.5M | Buy |
2,370,064
+276,056
| +13% | +$5.07M | 0.03% | 835 |
|
|
2014
Q1 | $44.9M | Buy |
2,094,008
+57,436
| +3% | +$1.23M | 0.03% | 736 |
|
|
2013
Q4 | $39.9M | Buy |
2,036,572
+86,408
| +4% | +$1.69M | 0.03% | 794 |
|
|
2013
Q3 | $31.6M | Buy |
1,950,164
+55,920
| +3% | +$907K | 0.03% | 902 |
|
|
2013
Q2 | $21.7M | Buy |
+1,894,244
| New | +$21.7M | 0.02% | 1188 |
|