Dimensional Fund Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48.9M | Buy |
1,309,436
+90,941
| +7% | +$3.82M | 0.01% | 1608 |
|
|
2026
Q1 | $59.7M | Buy |
1,218,495
+269,876
| +28% | +$14.2M | 0.01% | 1408 |
|
|
2025
Q4 | $50.2M | Buy |
948,619
+2,754
| +0.3% | +$160K | 0.01% | 1510 |
|
|
2025
Q3 | $58M | Sell |
945,865
-142,547
| -13% | -$8.21M | 0.01% | 1433 |
|
|
2025
Q2 | $57.9M | Sell |
1,088,412
-637,110
| -37% | -$27.3M | 0.01% | 1402 |
|
|
2025
Q1 | $61.1M | Sell |
1,725,522
-106,885
| -6% | -$3.97M | 0.02% | 1343 |
|
|
2024
Q4 | $63.9M | Buy |
1,832,407
+74,720
| +4% | +$2.63M | 0.02% | 1366 |
|
|
2024
Q3 | $68.2M | Sell |
1,757,687
-35,858
| -2% | -$1.32M | 0.02% | 1311 |
|
|
2024
Q2 | $63.5M | Buy |
1,793,545
+45,656
| +3% | +$1.47M | 0.02% | 1305 |
|
|
2024
Q1 | $58M | Buy |
1,747,889
+75,743
| +5% | +$2.82M | 0.02% | 1362 |
|
|
2023
Q4 | $73.1M | Buy |
1,672,146
+35,992
| +2% | +$1.44M | 0.02% | 1157 |
|
|
2023
Q3 | $75M | Sell |
1,636,154
-8,538
| -0.5% | -$386K | 0.02% | 1025 |
|
|
2023
Q2 | $82.1M | Sell |
1,644,692
-10,396
| -0.6% | -$501K | 0.03% | 979 |
|
|
2023
Q1 | $88.7M | Sell |
1,655,088
-29,733
| -2% | -$1.62M | 0.03% | 908 |
|
|
2022
Q4 | $115K | Buy |
1,684,821
+4,994
| +0.3% | +$336K | 0.03% | 676 |
|
|
2022
Q3 | $103M | Buy |
1,679,827
+347
| +0% | +$18.6K | 0.04% | 670 |
|
|
2022
Q2 | $57.3M | Sell |
1,679,480
-31,643
| -2% | -$1.18M | 0.02% | 1182 |
|
|
2022
Q1 | $73.4M | Buy |
1,711,123
+12,667
| +0.7% | +$641K | 0.02% | 1091 |
|
|
2021
Q4 | $136M | Sell |
1,698,456
-116,487
| -6% | -$7.61M | 0.04% | 629 |
|
|
2021
Q3 | $89.7M | Sell |
1,814,943
-27,857
| -2% | -$1.28M | 0.03% | 923 |
|
|
2021
Q2 | $87.5M | Sell |
1,842,800
-99,299
| -5% | -$4.36M | 0.03% | 963 |
|
|
2021
Q1 | $67.3M | Sell |
1,942,099
-551,792
| -22% | -$20.4M | 0.02% | 1169 |
|
|
2020
Q4 | $74.2M | Sell |
2,493,891
-223,580
| -8% | -$5.52M | 0.03% | 1029 |
|
|
2020
Q3 | $48.3M | Sell |
2,717,471
-17,736
| -0.6% | -$335K | 0.02% | 1233 |
|
|
2020
Q2 | $40.8M | Sell |
2,735,207
-18,945
| -0.7% | -$218K | 0.02% | 1376 |
|
|
2020
Q1 | $19.5M | Sell |
2,754,152
-67,644
| -2% | -$569K | 0.01% | 1768 |
|
|
2019
Q4 | $22.6M | Sell |
2,821,796
-65,464
| -2% | -$488K | 0.01% | 1970 |
|
|
2019
Q3 | $18.4M | Sell |
2,887,260
-17,636
| -0.6% | -$111K | 0.01% | 2060 |
|
|
2019
Q2 | $19.1M | Sell |
2,904,896
-42,179
| -1% | -$285K | 0.01% | 2069 |
|
|
2019
Q1 | $22.7M | Sell |
2,947,075
-34,311
| -1% | -$303K | 0.01% | 1975 |
|
|
2018
Q4 | $29.1M | Sell |
2,981,386
-19,446
| -0.6% | -$169K | 0.01% | 1755 |
|
|
2018
Q3 | $24.3M | Buy |
3,000,832
+32,166
| +1% | +$246K | 0.01% | 2003 |
|
|
2018
Q2 | $23.2M | Sell |
2,968,666
-24,826
| -0.8% | -$175K | 0.01% | 2033 |
|
|
2018
Q1 | $20.5M | Sell |
2,993,492
-998
| -0% | -$6.44K | 0.01% | 2041 |
|
|
2017
Q4 | $17.8M | Sell |
2,994,490
-43,499
| -1% | -$263K | 0.01% | 2117 |
|
|
2017
Q3 | $15.3M | Sell |
3,037,989
-114,523
| -4% | -$654K | 0.01% | 2178 |
|
|
2017
Q2 | $21.6M | Buy |
3,152,512
+25,713
| +0.8% | +$174K | 0.01% | 1980 |
|
|
2017
Q1 | $22.7M | Buy |
3,126,799
+88,273
| +3% | +$625K | 0.01% | 1919 |
|
|
2016
Q4 | $23.4M | Buy |
3,038,526
+154,050
| +5% | +$1.12M | 0.01% | 1860 |
|
|
2016
Q3 | $21.2M | Buy |
2,884,476
+94,225
| +3% | +$706K | 0.01% | 1870 |
|
|
2016
Q2 | $19.3M | Buy |
2,790,251
+228,161
| +9% | +$1.56M | 0.01% | 1875 |
|
|
2016
Q1 | $18.2M | Buy |
2,562,090
+289,316
| +13% | +$2.04M | 0.01% | 1878 |
|
|
2015
Q4 | $17.9M | Buy |
2,272,774
+184,448
| +9% | +$1.44M | 0.01% | 1865 |
|
|
2015
Q3 | $16.3M | Buy |
2,088,326
+101,614
| +5% | +$772K | 0.01% | 1918 |
|
|
2015
Q2 | $15.1M | Buy |
1,986,712
+67,980
| +4% | +$554K | 0.01% | 2049 |
|
|
2015
Q1 | $16.1M | Buy |
1,918,732
+123,105
| +7% | +$1.11M | 0.01% | 1967 |
|
|
2014
Q4 | $18M | Buy |
1,795,627
+104,771
| +6% | +$1.04M | 0.01% | 1840 |
|
|
2014
Q3 | $16.2M | Buy |
1,690,856
+61,008
| +4% | +$567K | 0.01% | 1841 |
|
|
2014
Q2 | $13.3M | Buy |
1,629,848
+106,569
| +7% | +$871K | 0.01% | 2019 |
|
|
2014
Q1 | $12.8M | Sell |
1,523,279
-4,100
| -0.3% | -$34.4K | 0.01% | 1980 |
|
|
2013
Q4 | $14.7M | Buy |
1,527,379
+128,063
| +9% | +$1.37M | 0.01% | 1840 |
|
|
2013
Q3 | $17.8M | Buy |
1,399,316
+143,008
| +11% | +$1.75M | 0.02% | 1553 |
|
|
2013
Q2 | $12.7M | Buy |
+1,256,308
| New | +$11.7M | 0.01% | 1784 |
|
Other funds holding CALX
PCMI
Dimensional Fund Advisors's CALX Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Calix (CALX) stake by 7.5% in Q2 2026, buying an estimated $3.82M and bringing the position to 1,309,436 shares worth $48.9M. The position accounts for 0.01% of the portfolio, ranked #1608.
Dimensional Fund Advisors first reported a position in CALX in Q2 2013 and has held it in 53 quarters since. The position peaked at $136M in Q4 2021. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.
- Dimensional Fund Advisors held 1,309,436 shares of Calix worth $48.9M as of Q2 2026.
- Dimensional Fund Advisors bought 90,941 Calix shares in Q2 2026, an estimated $3.82M.
- Calix made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1608 holding.
- Dimensional Fund Advisors first reported a position in Calix in Q2 2013 and has held it in 53 quarters since.
- Dimensional Fund Advisors's Calix position peaked at $136M in Q4 2021.
- 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.