Dimensional Fund Advisors’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
9,870
+3,547
| +56% | +$196K | ﹤0.01% | 2979 |
|
|
2025
Q1 | $306K | Buy |
6,323
+5
| +0.1% | +$242 | ﹤0.01% | 3074 |
|
|
2024
Q4 | $342K | Sell |
6,318
-4,011
| -39% | -$217K | ﹤0.01% | 3090 |
|
|
2024
Q3 | $488K | Sell |
10,329
-1,097,689
| -99% | -$51.9M | ﹤0.01% | 3046 |
|
|
2024
Q2 | $42.2M | Buy |
+1,108,018
| New | +$42.2M | 0.01% | 1564 |
|
|
2024
Q1 | – | Sell |
-34,411
| Closed | -$1.38M | – | 3394 |
|
|
2023
Q4 | $1.38M | Sell |
34,411
-4,407
| -11% | -$177K | ﹤0.01% | 2868 |
|
|
2023
Q3 | $1.29M | Sell |
38,818
-178,689
| -82% | -$5.96M | ﹤0.01% | 2866 |
|
|
2023
Q2 | $7.1M | Sell |
217,507
-417
| -0.2% | -$13.6K | ﹤0.01% | 2399 |
|
|
2023
Q1 | $7.13M | Sell |
217,924
-503
| -0.2% | -$16.5K | ﹤0.01% | 2364 |
|
|
2022
Q4 | $6.26K | Buy |
+218,427
| New | +$6.26K | ﹤0.01% | 2381 |
|