Dimensional Fund Advisors’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
4,058,878
+646,359
| +19% | +$3.19M | ﹤0.01% | 1966 |
|
|
2025
Q1 | $14.4M | Buy |
3,412,519
+634,457
| +23% | +$2.68M | ﹤0.01% | 2093 |
|
|
2024
Q4 | $13.4M | Buy |
2,778,062
+73,213
| +3% | +$352K | ﹤0.01% | 2180 |
|
|
2024
Q3 | $9.33M | Buy |
2,704,849
+458,789
| +20% | +$1.58M | ﹤0.01% | 2328 |
|
|
2024
Q2 | $9.77M | Buy |
2,246,060
+410,895
| +22% | +$1.79M | ﹤0.01% | 2275 |
|
|
2024
Q1 | $10.7M | Buy |
1,835,165
+672,351
| +58% | +$3.91M | ﹤0.01% | 2286 |
|
|
2023
Q4 | $7.19M | Buy |
1,162,814
+723,962
| +165% | +$4.48M | ﹤0.01% | 2452 |
|
|
2023
Q3 | $2.72M | Buy |
438,852
+345,324
| +369% | +$2.14M | ﹤0.01% | 2691 |
|
|
2023
Q2 | $630K | Buy |
+93,528
| New | +$630K | ﹤0.01% | 3015 |
|