Dimensional Fund Advisors’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.4M | Buy |
1,895,123
+120,700
| +7% | +$5.38M | 0.02% | 1282 |
|
|
2025
Q4 | $85.5M | Sell |
1,774,423
-124,567
| -7% | -$5.74M | 0.02% | 1186 |
|
|
2025
Q3 | $89.9M | Sell |
1,898,990
-27,587
| -1% | -$1.41M | 0.02% | 1159 |
|
|
2025
Q2 | $96.2M | Buy |
1,926,577
+243,971
| +14% | +$13.3M | 0.02% | 1042 |
|
|
2025
Q1 | $106M | Buy |
1,682,606
+202,694
| +14% | +$15.6M | 0.03% | 927 |
|
|
2024
Q4 | $123M | Buy |
1,479,912
+96,916
| +7% | +$8.85M | 0.03% | 857 |
|
|
2024
Q3 | $129M | Sell |
1,382,996
-101,779
| -7% | -$9.44M | 0.03% | 831 |
|
|
2024
Q2 | $131M | Sell |
1,484,775
-31,852
| -2% | -$3.04M | 0.03% | 729 |
|
|
2024
Q1 | $159M | Sell |
1,516,627
-101,431
| -6% | -$9.81M | 0.04% | 585 |
|
|
2023
Q4 | $156M | Sell |
1,618,058
-92,399
| -5% | -$8.07M | 0.05% | 551 |
|
|
2023
Q3 | $140M | Buy |
1,710,457
+68,647
| +4% | +$5.47M | 0.05% | 545 |
|
|
2023
Q2 | $124M | Buy |
1,641,810
+144,647
| +10% | +$10.4M | 0.04% | 655 |
|
|
2023
Q1 | $124M | Sell |
1,497,163
-13,934
| -0.9% | -$1.21M | 0.04% | 624 |
|
|
2022
Q4 | $123K | Buy |
1,511,097
+17,146
| +1% | +$1.5M | 0.04% | 625 |
|
|
2022
Q3 | $135M | Buy |
1,493,951
+19,660
| +1% | +$1.91M | 0.05% | 481 |
|
|
2022
Q2 | $133M | Sell |
1,474,291
-93,159
| -6% | -$9.55M | 0.05% | 505 |
|
|
2022
Q1 | $183M | Sell |
1,567,450
-29,286
| -2% | -$3.32M | 0.06% | 397 |
|
|
2021
Q4 | $197M | Sell |
1,596,736
-49,446
| -3% | -$6.05M | 0.06% | 384 |
|
|
2021
Q3 | $186M | Sell |
1,646,182
-31,767
| -2% | -$3.34M | 0.06% | 385 |
|
|
2021
Q2 | $163M | Sell |
1,677,949
-54,540
| -3% | -$5.57M | 0.05% | 478 |
|
|
2021
Q1 | $165M | Sell |
1,732,489
-95,738
| -5% | -$8.84M | 0.05% | 446 |
|
|
2020
Q4 | $153M | Sell |
1,828,227
-45,119
| -2% | -$3.47M | 0.06% | 429 |
|
|
2020
Q3 | $119M | Sell |
1,873,346
-23,472
| -1% | -$1.62M | 0.05% | 451 |
|
|
2020
Q2 | $126M | Buy |
1,896,818
+79,065
| +4% | +$4.19M | 0.06% | 396 |
|
|
2020
Q1 | $64.2M | Buy |
1,817,753
+41,635
| +2% | +$2.36M | 0.03% | 773 |
|
|
2019
Q4 | $126M | Sell |
1,776,118
-21,422
| -1% | -$1.4M | 0.05% | 555 |
|
|
2019
Q3 | $113M | Sell |
1,797,540
-470
| -0% | -$29K | 0.04% | 579 |
|
|
2019
Q2 | $109M | Sell |
1,798,010
-35,596
| -2% | -$2.14M | 0.04% | 608 |
|
|
2019
Q1 | $116M | Buy |
1,833,606
+7,418
| +0.4% | +$464K | 0.05% | 542 |
|
|
2018
Q4 | $99.5M | Sell |
1,826,188
-199,398
| -10% | -$13M | 0.05% | 558 |
|
|
2018
Q3 | $160M | Sell |
2,025,586
-101,234
| -5% | -$8.74M | 0.06% | 336 |
|
|
2018
Q2 | $166M | Buy |
2,126,820
+2,055,016
| +2,862% | +$168M | 0.07% | 309 |
|
|
2018
Q1 | $5.88M | Sell |
71,804
-2,144,174
| -97% | -$161M | ﹤0.01% | 2574 |
|
|
2017
Q4 | $142M | Sell |
2,215,978
-73,929
| -3% | -$4.48M | 0.06% | 391 |
|
|
2017
Q3 | $123M | Buy |
2,289,907
+49,319
| +2% | +$2.47M | 0.05% | 452 |
|
|
2017
Q2 | $121M | Buy |
2,240,588
+10,945
| +0.5% | +$562K | 0.06% | 417 |
|
|
2017
Q1 | $108M | Buy |
2,229,643
+116,384
| +6% | +$5.39M | 0.05% | 488 |
|
|
2016
Q4 | $93.3M | Buy |
2,113,259
+108,063
| +5% | +$4.3M | 0.05% | 545 |
|
|
2016
Q3 | $72.8M | Buy |
2,005,196
+47,388
| +2% | +$1.76M | 0.04% | 666 |
|
|
2016
Q2 | $72.3M | Buy |
1,957,808
+42,667
| +2% | +$1.57M | 0.04% | 609 |
|
|
2016
Q1 | $70.7M | Buy |
1,915,141
+104,570
| +6% | +$3.69M | 0.04% | 590 |
|
|
2015
Q4 | $81.4M | Buy |
1,810,571
+40,965
| +2% | +$1.79M | 0.05% | 465 |
|
|
2015
Q3 | $65.3M | Buy |
1,769,606
+53,233
| +3% | +$2.02M | 0.04% | 576 |
|
|
2015
Q2 | $67.4M | Buy |
1,716,373
+113,305
| +7% | +$4.33M | 0.04% | 606 |
|
|
2015
Q1 | $61.5M | Buy |
1,603,068
+133,537
| +9% | +$4.87M | 0.04% | 653 |
|
|
2014
Q4 | $48.8M | Sell |
1,469,531
-30,293
| -2% | -$911K | 0.03% | 780 |
|
|
2014
Q3 | $40.3M | Buy |
1,499,824
+55,225
| +4% | +$1.71M | 0.03% | 874 |
|
|
2014
Q2 | $51.4M | Buy |
1,444,599
+3,233
| +0.2% | +$116K | 0.04% | 686 |
|
|
2014
Q1 | $55.6M | Sell |
1,441,366
-182,471
| -11% | -$6.12M | 0.04% | 575 |
|
|
2013
Q4 | $56.7M | Sell |
1,623,837
-34,019
| -2% | -$1.13M | 0.04% | 528 |
|
|
2013
Q3 | $54.7M | Sell |
1,657,856
-104,066
| -6% | -$3.23M | 0.05% | 483 |
|
|
2013
Q2 | $47.1M | Buy |
+1,761,922
| New | +$44.4M | 0.04% | 529 |
|
Other funds holding EFOR
VPM
VCM
RP
NAMI
Dimensional Fund Advisors's EFOR Position: Q1 2026 in Review
Dimensional Fund Advisors increased its Everforth Inc (EFOR) stake by 6.8% in Q1 2026, buying an estimated $5.38M and bringing the position to 1,895,123 shares worth $73.4M. The position accounts for 0.02% of the portfolio, ranked #1282.
Dimensional Fund Advisors first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $197M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Dimensional Fund Advisors held 1,895,123 shares of Everforth Inc worth $73.4M as of Q1 2026.
- Dimensional Fund Advisors bought 120,700 Everforth Inc shares in Q1 2026, an estimated $5.38M.
- Everforth Inc made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1282 holding.
- Dimensional Fund Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's Everforth Inc position peaked at $197M in Q4 2021.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.