Dimensional Fund Advisors
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Dimensional Fund Advisors’s Energy Focus EFOI Stock Holding History

Dimensional Fund Advisors’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-320
Closed -$23K – 3453
2018
Q3 		$23K Hold
320
– – ﹤0.01% 3416
2018
Q2 		$21K Buy
+320
New +$26.2K ﹤0.01% 3362
2017
Q3 		– Sell
-733
Closed -$67K – 3340
2017
Q2 		$67K Hold
733
– – ﹤0.01% 3277
2017
Q1 		$84K Hold
733
– – ﹤0.01% 3257
2016
Q4 		$109K Hold
733
– – ﹤0.01% 3234
2016
Q3 		$125K Sell
733
-87
-11% -$14.8K ﹤0.01% 3219
2016
Q2 		$179K Hold
820
– – ﹤0.01% 3193
2016
Q1 		$213K Buy
+820
New +$290K ﹤0.01% 3172

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors's EFOI Position: Q4 2018 in Review

Dimensional Fund Advisors sold out of Energy Focus (EFOI) in Q4 2018, closing a stake of 320 shares — an estimated $23K sold.

Dimensional Fund Advisors first reported a position in EFOI in Q1 2016 and held it in 8 quarters. The position peaked at $213K in Q1 2016. 23 funds tracked by Wall St. Rank hold EFOI as of Q4 2018.

  • Dimensional Fund Advisors reported no remaining Energy Focus position as of Q4 2018 after selling out during the quarter.
  • Dimensional Fund Advisors sold 320 Energy Focus shares in Q4 2018, an estimated $23K.
  • Dimensional Fund Advisors first reported a position in Energy Focus in Q1 2016 and held it in 8 quarters.
  • Dimensional Fund Advisors's Energy Focus position peaked at $213K in Q1 2016.
  • 23 funds tracked by Wall St. Rank held Energy Focus as of Q4 2018.

Based on Dimensional Fund Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.