Dimensional Fund Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.9M | Sell |
|
|||||
|
2025
Q1 | $94.3M | Sell |
|
|||||
|
2024
Q4 | $104M | Sell |
|
|||||
|
2024
Q3 | $96.8M | Sell |
|
|||||
|
2024
Q2 | $84.9M | Sell |
|
|||||
|
2024
Q1 | $76.3M | Sell |
|
|||||
|
2023
Q4 | $80.9M | Buy |
|
|||||
|
2023
Q3 | $70M | Buy |
|
|||||
|
2023
Q2 | $70.1M | Buy |
|
|||||
|
2023
Q1 | $62M | Buy |
|
|||||
|
2022
Q4 | $63.2K | Sell |
|
|||||
|
2022
Q3 | $48.5M | Sell |
|
|||||
|
2022
Q2 | $57M | Buy |
|
|||||
|
2022
Q1 | $80.6M | Buy |
|
|||||
|
2021
Q4 | $87.1M | Sell |
|
|||||
|
2021
Q3 | $78.5M | Sell |
|
|||||
|
2021
Q2 | $77.3M | Sell |
|
|||||
|
2021
Q1 | $75.8M | Sell |
|
|||||
|
2020
Q4 | $62.9M | Sell |
|
|||||
|
2020
Q3 | $33.3M | Sell |
|
|||||
|
2020
Q2 | $32.4M | Sell |
|
|||||
|
2020
Q1 | $39.4M | Sell |
|
|||||
|
2019
Q4 | $69.6M | Sell |
|
|||||
|
2019
Q3 | $62.4M | Buy |
|
|||||
|
2019
Q2 | $53.5M | Buy |
|
|||||
|
2019
Q1 | $36.1M | Buy |
|
|||||
|
2018
Q4 | $29.7M | Sell |
|
|||||
|
2018
Q3 | $42.8M | Buy |
|
|||||
|
2018
Q2 | $50M | Buy |
|
|||||
|
2018
Q1 | $55.6M | Buy |
|
|||||
|
2017
Q4 | $47M | Buy |
|
|||||
|
2017
Q3 | $36.7M | Buy |
|
|||||
|
2017
Q2 | $38.9M | Sell |
|
|||||
|
2017
Q1 | $38.7M | Buy |
|
|||||
|
2016
Q4 | $43.3M | Buy |
|
|||||
|
2016
Q3 | $23.4M | Buy |
|
|||||
|
2016
Q2 | $17.3M | Buy |
|
|||||
|
2016
Q1 | $13.4M | Buy |
|
|||||
|
2015
Q4 | $12.2M | Buy |
|
|||||
|
2015
Q3 | $10.1M | Buy |
|
|||||
|
2015
Q2 | $9.18M | Buy |
|
|||||
|
2015
Q1 | $7.5M | Buy |
|
|||||
|
2014
Q4 | $6.3M | Buy |
|
|||||
|
2014
Q3 | $6.07M | Buy |
|
|||||
|
2014
Q2 | $6.72M | Buy |
|
|||||
|
2014
Q1 | $7.02M | Sell |
|
|||||
|
2013
Q4 | $6.34M | Buy |
|
|||||
|
2013
Q3 | $5.89M | Buy |
|
|||||
|
2013
Q2 | $4.04M | Buy |
|