Dimensional Fund Advisors
CNF

Dimensional Fund Advisors’s CNFinance Holdings CNF Stock Holding History

Dimensional Fund Advisors’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,651
Closed -$62.6K – 3287
2025
Q2 		$62.6K Sell
9,651
-5,379
-36% -$33.3K ﹤0.01% 3221
2025
Q1 		$117K Sell
15,030
-3,218
-18% -$34.3K ﹤0.01% 3187
2024
Q4 		$173K Hold
18,248
– – ﹤0.01% 3180
2024
Q3 		$227K Sell
18,248
-387
-2% -$4.33K ﹤0.01% 3152
2024
Q2 		$302K Sell
18,635
-70
-0.4% -$1.22K ﹤0.01% 3110
2024
Q1 		$387K Hold
18,705
– – ﹤0.01% 3083
2023
Q4 		$415K Sell
18,705
-356
-2% -$9.09K ﹤0.01% 3068
2023
Q3 		$720K Hold
19,061
– – ﹤0.01% 2981
2023
Q2 		$557K Sell
19,061
-19
-0.1% -$535 ﹤0.01% 3041
2023
Q1 		$470K Sell
19,080
-1,140
-6% -$23.1K ﹤0.01% 3041
2022
Q4 		$347 Sell
20,220
-54
-0.3% -$1.11K ﹤0.01% 3107
2022
Q3 		$511K Buy
20,274
+1,264
+7% +$31.9K ﹤0.01% 3040
2022
Q2 		$486K Buy
19,010
+12,884
+210% +$365K ﹤0.01% 3070
2022
Q1 		$197K Buy
6,126
+2,160
+54% +$77.9K ﹤0.01% 3315
2021
Q4 		$162K Buy
+3,966
New +$188K ﹤0.01% 3375

Other funds holding CNF

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $378M AUM 18.05% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $119M AUM 17.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return