Dimensional Fund Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48M | Sell |
669,253
-740,538
| -53% | -$53.1M | 0.01% | 1528 |
|
|
2025
Q1 | $107M | Sell |
1,409,791
-79,687
| -5% | -$6.04M | 0.03% | 919 |
|
|
2024
Q4 | $122M | Sell |
1,489,478
-7,190
| -0.5% | -$588K | 0.03% | 866 |
|
|
2024
Q3 | $101M | Sell |
1,496,668
-116,833
| -7% | -$7.86M | 0.02% | 1026 |
|
|
2024
Q2 | $120M | Sell |
1,613,501
-403,971
| -20% | -$29.9M | 0.03% | 807 |
|
|
2024
Q1 | $158M | Sell |
2,017,472
-300,764
| -13% | -$23.6M | 0.04% | 592 |
|
|
2023
Q4 | $145M | Sell |
2,318,236
-226,733
| -9% | -$14.2M | 0.04% | 602 |
|
|
2023
Q3 | $132M | Sell |
2,544,969
-309,398
| -11% | -$16.1M | 0.04% | 584 |
|
|
2023
Q2 | $152M | Sell |
2,854,367
-353,072
| -11% | -$18.8M | 0.05% | 499 |
|
|
2023
Q1 | $159M | Sell |
3,207,439
-284,193
| -8% | -$14.1M | 0.05% | 451 |
|
|
2022
Q4 | $164K | Sell |
3,491,632
-56,573
| -2% | -$2.65K | 0.05% | 427 |
|
|
2022
Q3 | $152M | Sell |
3,548,205
-21,595
| -0.6% | -$924K | 0.06% | 410 |
|
|
2022
Q2 | $143M | Sell |
3,569,800
-113,323
| -3% | -$4.53M | 0.05% | 462 |
|
|
2022
Q1 | $155M | Sell |
3,683,123
-88,055
| -2% | -$3.7M | 0.05% | 524 |
|
|
2021
Q4 | $148M | Sell |
3,771,178
-82,642
| -2% | -$3.23M | 0.04% | 570 |
|
|
2021
Q3 | $125M | Sell |
3,853,820
-22,299
| -0.6% | -$721K | 0.04% | 655 |
|
|
2021
Q2 | $127M | Sell |
3,876,119
-71,377
| -2% | -$2.34M | 0.04% | 640 |
|
|
2021
Q1 | $129M | Sell |
3,947,496
-92,211
| -2% | -$3.01M | 0.04% | 608 |
|
|
2020
Q4 | $107M | Sell |
4,039,707
-157,547
| -4% | -$4.19M | 0.04% | 682 |
|
|
2020
Q3 | $96M | Sell |
4,197,254
-101,435
| -2% | -$2.32M | 0.04% | 610 |
|
|
2020
Q2 | $103M | Sell |
4,298,689
-164,616
| -4% | -$3.95M | 0.05% | 530 |
|
|
2020
Q1 | $93.4M | Sell |
4,463,305
-9,646
| -0.2% | -$202K | 0.05% | 470 |
|
|
2019
Q4 | $121M | Sell |
4,472,951
-51,796
| -1% | -$1.4M | 0.04% | 582 |
|
|
2019
Q3 | $106M | Sell |
4,524,747
-7,336
| -0.2% | -$172K | 0.04% | 631 |
|
|
2019
Q2 | $88.8M | Sell |
4,532,083
-3,169
| -0.1% | -$62.1K | 0.03% | 801 |
|
|
2019
Q1 | $91.8M | Sell |
4,535,252
-44,038
| -1% | -$891K | 0.04% | 740 |
|
|
2018
Q4 | $90.2M | Buy |
4,579,290
+432
| +0% | +$8.51K | 0.04% | 630 |
|
|
2018
Q3 | $109M | Sell |
4,578,858
-141
| -0% | -$3.34K | 0.04% | 634 |
|
|
2018
Q2 | $105M | Sell |
4,578,999
-28,904
| -0.6% | -$665K | 0.04% | 613 |
|
|
2018
Q1 | $84.1M | Sell |
4,607,903
-13,650
| -0.3% | -$249K | 0.04% | 764 |
|
|
2017
Q4 | $71.4M | Buy |
4,621,553
+14,321
| +0.3% | +$221K | 0.03% | 920 |
|
|
2017
Q3 | $74.9M | Buy |
4,607,232
+35,292
| +0.8% | +$573K | 0.03% | 825 |
|
|
2017
Q2 | $68.6M | Buy |
4,571,940
+54,348
| +1% | +$815K | 0.03% | 867 |
|
|
2017
Q1 | $61.2M | Buy |
4,517,592
+3,065
| +0.1% | +$41.5K | 0.03% | 937 |
|
|
2016
Q4 | $61.8M | Sell |
4,514,527
-1,947
| -0% | -$26.7K | 0.03% | 885 |
|
|
2016
Q3 | $50.5M | Buy |
4,516,474
+76,956
| +2% | +$861K | 0.03% | 1025 |
|
|
2016
Q2 | $46.2M | Sell |
4,439,518
-2,643
| -0.1% | -$27.5K | 0.03% | 1060 |
|
|
2016
Q1 | $44.8M | Buy |
4,442,161
+237,310
| +6% | +$2.39M | 0.03% | 1055 |
|
|
2015
Q4 | $41.5M | Buy |
4,204,851
+496,768
| +13% | +$4.9M | 0.03% | 1057 |
|
|
2015
Q3 | $36.4M | Buy |
3,708,083
+244,979
| +7% | +$2.41M | 0.02% | 1138 |
|
|
2015
Q2 | $33.4M | Buy |
3,463,104
+166,303
| +5% | +$1.6M | 0.02% | 1314 |
|
|
2015
Q1 | $30.8M | Buy |
3,296,801
+189,092
| +6% | +$1.76M | 0.02% | 1361 |
|
|
2014
Q4 | $26.6M | Buy |
3,107,709
+103,233
| +3% | +$884K | 0.02% | 1440 |
|
|
2014
Q3 | $23.6M | Buy |
3,004,476
+117,836
| +4% | +$927K | 0.02% | 1444 |
|
|
2014
Q2 | $26.1M | Buy |
2,886,640
+162,591
| +6% | +$1.47M | 0.02% | 1360 |
|
|
2014
Q1 | $25M | Buy |
2,724,049
+143,702
| +6% | +$1.32M | 0.02% | 1346 |
|
|
2013
Q4 | $23.5M | Buy |
2,580,347
+154,178
| +6% | +$1.41M | 0.02% | 1353 |
|
|
2013
Q3 | $18.1M | Buy |
2,426,169
+121,900
| +5% | +$907K | 0.02% | 1535 |
|
|
2013
Q2 | $15.5M | Buy |
+2,304,269
| New | +$15.5M | 0.01% | 1593 |
|