Dimensional Fund Advisors’s Creative Media & Community Trust CMCT Stock Holding History

Dimensional Fund Advisors’s Portfolio CMCT Stock Details CMCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3	Closed	-$34.5K	–	3344
2024 Q3	$34.5K	Hold	3	–	–	﹤0.01%	3319
2024 Q2	$175K	Buy	3 +1	+50%	+$77.8K	﹤0.01%	3187
2024 Q1	$244K	Hold	2	–	–	﹤0.01%	3165
2023 Q4	$214K	Hold	2	–	–	﹤0.01%	3185
2023 Q3	$232K	Hold	2	–	–	﹤0.01%	3192
2023 Q2	$289K	Hold	2	–	–	﹤0.01%	3165
2023 Q1	$236K	Hold	2	–	–	﹤0.01%	3169
2022 Q4	$284	Sell	2 -2	-50%	-$298K	﹤0.01%	3150
2022 Q3	$603K	Hold	4	–	–	﹤0.01%	3001
2022 Q2	$685K	Hold	4	–	–	﹤0.01%	2996
2022 Q1	$744K	Hold	4	–	–	﹤0.01%	3060
2021 Q4	$694K	Hold	4	–	–	﹤0.01%	3103
2021 Q3	$856K	Buy	4 +1	+33%	+$191K	﹤0.01%	3075
2021 Q2	$720K	Buy	3 +1	+50%	+$268K	﹤0.01%	3089
2021 Q1	$767K	Hold	2	–	–	﹤0.01%	3059
2020 Q4	$826K	Hold	2	–	–	﹤0.01%	3015
2020 Q3	$445K	Buy	2 +1	+100%	+$258K	﹤0.01%	3082
2020 Q2	$151K	Buy	+1	New	+$246K	﹤0.01%	3239

Other funds holding CMCT

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $31.8B AUM 28.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors's CMCT Position: Q4 2024 in Review

Dimensional Fund Advisors sold out of Creative Media & Community Trust (CMCT) in Q4 2024, closing a stake of 3 shares — an estimated $34.5K sold.

Dimensional Fund Advisors first reported a position in CMCT in Q2 2020 and held it in 18 quarters. The position peaked at $856K in Q3 2021. 51 funds tracked by Wall St. Rank hold CMCT as of Q4 2024.

Dimensional Fund Advisors reported no remaining Creative Media & Community Trust position as of Q4 2024 after selling out during the quarter.
Dimensional Fund Advisors sold 3 Creative Media & Community Trust shares in Q4 2024, an estimated $34.5K.
Dimensional Fund Advisors first reported a position in Creative Media & Community Trust in Q2 2020 and held it in 18 quarters.
Dimensional Fund Advisors's Creative Media & Community Trust position peaked at $856K in Q3 2021.
51 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q4 2024.

Based on Dimensional Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.