Dimensional Fund Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $199M | Buy |
612,805
+6,053
| +1% | +$1.85M | 0.04% | 583 |
|
|
2025
Q4 | $175M | Sell |
606,752
-37,899
| -6% | -$10.3M | 0.04% | 653 |
|
|
2025
Q3 | $164M | Sell |
644,651
-46,435
| -7% | -$12.6M | 0.04% | 686 |
|
|
2025
Q2 | $161M | Buy |
691,086
+1,255
| +0.2% | +$298K | 0.04% | 651 |
|
|
2025
Q1 | $164M | Buy |
689,831
+21,548
| +3% | +$5.58M | 0.04% | 587 |
|
|
2024
Q4 | $191M | Buy |
668,283
+57,794
| +9% | +$15.6M | 0.05% | 522 |
|
|
2024
Q3 | $161M | Buy |
610,489
+23,113
| +4% | +$5.98M | 0.04% | 648 |
|
|
2024
Q2 | $141M | Buy |
587,376
+207,959
| +55% | +$42.8M | 0.04% | 672 |
|
|
2024
Q1 | $88.1M | Buy |
379,417
+11,324
| +3% | +$2.31M | 0.02% | 1042 |
|
|
2023
Q4 | $71.6M | Buy |
368,093
+9,727
| +3% | +$1.45M | 0.02% | 1175 |
|
|
2023
Q3 | $48.5M | Buy |
358,366
+16,150
| +5% | +$2.59M | 0.02% | 1365 |
|
|
2023
Q2 | $53.9M | Buy |
342,216
+22,521
| +7% | +$3.87M | 0.02% | 1306 |
|
|
2023
Q1 | $64.6M | Buy |
319,695
+15,803
| +5% | +$3.45M | 0.02% | 1130 |
|
|
2022
Q4 | $61.6K | Buy |
303,892
+10,613
| +4% | +$1.69M | 0.02% | 1148 |
|
|
2022
Q3 | $32.8M | Buy |
293,279
+24,201
| +9% | +$3.52M | 0.01% | 1524 |
|
|
2022
Q2 | $36.7M | Buy |
269,078
+28,029
| +12% | +$5.07M | 0.01% | 1529 |
|
|
2022
Q1 | $43.9M | Buy |
241,049
+26,373
| +12% | +$5.78M | 0.01% | 1510 |
|
|
2021
Q4 | $62.6M | Buy |
214,676
+19,996
| +10% | +$5.62M | 0.02% | 1257 |
|
|
2021
Q3 | $55.2M | Buy |
194,680
+46,339
| +31% | +$14.8M | 0.02% | 1330 |
|
|
2021
Q2 | $47.8M | Sell |
148,341
-31,254
| -17% | -$9.95M | 0.02% | 1487 |
|
|
2021
Q1 | $53.7M | Sell |
179,595
-28,619
| -14% | -$7.78M | 0.02% | 1390 |
|
|
2020
Q4 | $54.5M | Sell |
208,214
-128,476
| -38% | -$28.6M | 0.02% | 1296 |
|
|
2020
Q3 | $69.4M | Buy |
336,690
+1,947
| +0.6% | +$379K | 0.03% | 894 |
|
|
2020
Q2 | $65.9M | Sell |
334,743
-708
| -0.2% | -$133K | 0.03% | 922 |
|
|
2020
Q1 | $53.2M | Buy |
335,451
+6,380
| +2% | +$1.34M | 0.03% | 978 |
|
|
2019
Q4 | $75M | Buy |
329,071
+1,400
| +0.4% | +$293K | 0.03% | 1016 |
|
|
2019
Q3 | $65.5M | Buy |
327,671
+8,416
| +3% | +$1.55M | 0.03% | 1106 |
|
|
2019
Q2 | $54.3M | Buy |
319,255
+4,084
| +1% | +$668K | 0.02% | 1345 |
|
|
2019
Q1 | $49.4M | Buy |
315,171
+2,868
| +0.9% | +$462K | 0.02% | 1420 |
|
|
2018
Q4 | $50.8M | Buy |
312,303
+5,836
| +2% | +$942K | 0.02% | 1228 |
|
|
2018
Q3 | $49.9M | Buy |
306,467
+19,753
| +7% | +$3.15M | 0.02% | 1465 |
|
|
2018
Q2 | $43.2M | Buy |
286,714
+20,962
| +8% | +$2.98M | 0.02% | 1582 |
|
|
2018
Q1 | $35.4M | Sell |
265,752
-12,013
| -4% | -$1.48M | 0.01% | 1699 |
|
|
2017
Q4 | $34.2M | Sell |
277,765
-23,584
| -8% | -$2.4M | 0.01% | 1718 |
|
|
2017
Q3 | $28.8M | Buy |
301,349
+23,278
| +8% | +$2.04M | 0.01% | 1822 |
|
|
2017
Q2 | $25.6M | Sell |
278,071
-29,405
| -10% | -$2.83M | 0.01% | 1871 |
|
|
2017
Q1 | $29.9M | Sell |
307,476
-28,169
| -8% | -$2.49M | 0.01% | 1702 |
|
|
2016
Q4 | $28.4M | Sell |
335,645
-3,832
| -1% | -$309K | 0.01% | 1695 |
|
|
2016
Q3 | $27.5M | Buy |
339,477
+10,389
| +3% | +$803K | 0.01% | 1653 |
|
|
2016
Q2 | $22M | Buy |
329,088
+5,934
| +2% | +$348K | 0.01% | 1760 |
|
|
2016
Q1 | $18.2M | Sell |
323,154
-9,624
| -3% | -$503K | 0.01% | 1875 |
|
|
2015
Q4 | $14.3M | Buy |
332,778
+51,338
| +18% | +$2.38M | 0.01% | 2026 |
|
|
2015
Q3 | $14.4M | Buy |
281,440
+9,968
| +4% | +$532K | 0.01% | 1992 |
|
|
2015
Q2 | $13.9M | Buy |
271,472
+170,001
| +168% | +$9.09M | 0.01% | 2089 |
|
|
2015
Q1 | $6.03M | Buy |
+101,471
| New | +$5.44M | ﹤0.01% | 2473 |
|
Other funds holding BURL
VPM
VCM
