Dimensional Fund Advisors’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $171K | Hold |
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|
2022
Q4 | $139 | Sell |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $57K | Sell |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $80K | Buy |
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|
2021
Q1 | $78K | Buy |
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