Dimensional Fund Advisors’s Dave Inc DAVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7M | Buy |
159,017
+53,761
| +51% | +$14.4M | 0.01% | 1591 |
|
|
2025
Q1 | $8.7M | Buy |
105,256
+39,011
| +59% | +$3.22M | ﹤0.01% | 2314 |
|
|
2024
Q4 | $5.76M | Buy |
+66,245
| New | +$5.76M | ﹤0.01% | 2496 |
|
|
2024
Q1 | – | Sell |
-16,079
| Closed | -$135K | – | 3402 |
|
|
2023
Q4 | $135K | Buy |
+16,079
| New | +$135K | ﹤0.01% | 3248 |
|