Dimensional Fund Advisors’s Bank of America BAC Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.42B	Sell	30,008,448 -1,948,251	-6%	-$92.2M	0.33%	32
2025 Q1	$1.33B	Buy	31,956,699 +188,638	+0.6%	+$7.87M	0.33%	30
2024 Q4	$1.4B	Sell	31,768,061 -766,274	-2%	-$33.7M	0.34%	28
2024 Q3	$1.29B	Sell	32,534,335 -2,261,405	-6%	-$89.7M	0.31%	29
2024 Q2	$1.38B	Sell	34,795,740 -274,722	-0.8%	-$10.9M	0.36%	25
2024 Q1	$1.33B	Sell	35,070,462 -639,695	-2%	-$24.3M	0.36%	26
2023 Q4	$1.2B	Sell	35,710,157 -1,633,247	-4%	-$55M	0.35%	29
2023 Q3	$1.02B	Sell	37,343,404 -720,309	-2%	-$19.7M	0.34%	30
2023 Q2	$1.09B	Buy	38,063,713 +2,658,656	+8%	+$76.3M	0.35%	30
2023 Q1	$1.01B	Sell	35,405,057 -709,830	-2%	-$20.3M	0.34%	30
2022 Q4	$1.2M	Buy	36,114,887 +576,954	+2%	+$19.1K	0.35%	32
2022 Q3	$1.07B	Buy	35,537,933 +214,966	+0.6%	+$6.49M	0.41%	22
2022 Q2	$1.1B	Buy	35,322,967 +93,127	+0.3%	+$2.9M	0.39%	26
2022 Q1	$1.45B	Buy	35,229,840 +773,812	+2%	+$31.9M	0.45%	20
2021 Q4	$1.53B	Sell	34,456,028 -1,279,027	-4%	-$56.9M	0.46%	18
2021 Q3	$1.52B	Sell	35,735,055 -3,125,570	-8%	-$133M	0.49%	16
2021 Q2	$1.6B	Buy	38,860,625 +1,900,789	+5%	+$78.4M	0.51%	14
2021 Q1	$1.43B	Sell	36,959,836 -3,497,405	-9%	-$135M	0.47%	15
2020 Q4	$1.23B	Sell	40,457,241 -319,012	-0.8%	-$9.67M	0.44%	18
2020 Q3	$982M	Sell	40,776,253 -2,685,853	-6%	-$64.7M	0.42%	24
2020 Q2	$1.03B	Sell	43,462,106 -11,176,222	-20%	-$265M	0.45%	18
2020 Q1	$1.16B	Sell	54,638,328 -896,151	-2%	-$19M	0.6%	13
2019 Q4	$1.96B	Buy	55,534,479 +2,434,010	+5%	+$85.7M	0.71%	11
2019 Q3	$1.55B	Buy	53,100,469 +2,835,030	+6%	+$82.7M	0.6%	13
2019 Q2	$1.46B	Sell	50,265,439 -5,178,372	-9%	-$150M	0.57%	13
2019 Q1	$1.53B	Buy	55,443,811 +401,687	+0.7%	+$11.1M	0.61%	13
2018 Q4	$1.36B	Sell	55,042,124 -4,304,206	-7%	-$106M	0.61%	13
2018 Q3	$1.75B	Sell	59,346,330 -4,505,351	-7%	-$133M	0.67%	11
2018 Q2	$1.8B	Buy	63,851,681 +8,925,474	+16%	+$252M	0.72%	10
2018 Q1	$1.65B	Sell	54,926,207 -417,923	-0.8%	-$12.5M	0.69%	12
2017 Q4	$1.63B	Sell	55,344,130 -1,727,880	-3%	-$51M	0.68%	10
2017 Q3	$1.45B	Buy	57,072,010 +110,734	+0.2%	+$2.81M	0.63%	10
2017 Q2	$1.38B	Sell	56,961,276 -3,022,433	-5%	-$73.3M	0.64%	10
2017 Q1	$1.42B	Buy	59,983,709 +4,393,716	+8%	+$104M	0.68%	9
2016 Q4	$1.23B	Buy	55,589,993 +6,341,237	+13%	+$140M	0.61%	11
2016 Q3	$771M	Buy	49,248,756 +1,151,141	+2%	+$18M	0.42%	17
2016 Q2	$638M	Sell	48,097,615 -139,151	-0.3%	-$1.85M	0.37%	21
2016 Q1	$652M	Sell	48,236,766 -265,335	-0.5%	-$3.59M	0.39%	20
2015 Q4	$816M	Buy	48,502,101 +281,039	+0.6%	+$4.73M	0.51%	14
2015 Q3	$751M	Buy	48,221,062 +334,743	+0.7%	+$5.22M	0.49%	13
2015 Q2	$815M	Buy	47,886,319 +340,065	+0.7%	+$5.79M	0.5%	14
2015 Q1	$732M	Sell	47,546,254 -954,729	-2%	-$14.7M	0.46%	18
2014 Q4	$868M	Sell	48,500,983 -1,257,694	-3%	-$22.5M	0.57%	13
2014 Q3	$848M	Sell	49,758,677 -9,652,901	-16%	-$165M	0.6%	12
2014 Q2	$913M	Sell	59,411,578 -7,312,168	-11%	-$112M	0.63%	11
2014 Q1	$1.15B	Sell	66,723,746 -10,184,248	-13%	-$175M	0.86%	5
2013 Q4	$1.2B	Buy	76,907,994 +458,855	+0.6%	+$7.14M	0.93%	2
2013 Q3	$1.05B	Buy	76,449,139 +1,012,792	+1%	+$14M	0.91%	4
2013 Q2	$970M	Buy	+75,436,347	New	+$970M	0.91%	5