Dimensional Fund Advisors’s Envela ELA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
57,264
| – | – | ﹤0.01% | 3050 |
|
|
2025
Q1 | $357K | Hold |
57,264
| – | – | ﹤0.01% | 3044 |
|
|
2024
Q4 | $411K | Buy |
57,264
+1,390
| +2% | +$9.98K | ﹤0.01% | 3068 |
|
|
2024
Q3 | $306K | Sell |
55,874
-2,248
| -4% | -$12.3K | ﹤0.01% | 3108 |
|
|
2024
Q2 | $261K | Sell |
58,122
-20,589
| -26% | -$92.6K | ﹤0.01% | 3127 |
|
|
2024
Q1 | $364K | Sell |
78,711
-8,684
| -10% | -$40.1K | ﹤0.01% | 3101 |
|
|
2023
Q4 | $425K | Sell |
87,395
-10,118
| -10% | -$49.2K | ﹤0.01% | 3064 |
|
|
2023
Q3 | $462K | Buy |
97,513
+13,506
| +16% | +$64K | ﹤0.01% | 3056 |
|
|
2023
Q2 | $618K | Buy |
84,007
+57,654
| +219% | +$424K | ﹤0.01% | 3018 |
|
|
2023
Q1 | $171K | Hold |
26,353
| – | – | ﹤0.01% | 3234 |
|
|
2022
Q4 | $139 | Sell |
26,353
-578
| -2% | -$3 | ﹤0.01% | 3284 |
|
|
2022
Q3 | $136K | Buy |
26,931
+12,200
| +83% | +$61.6K | ﹤0.01% | 3296 |
|
|
2022
Q2 | $105K | Buy |
14,731
+829
| +6% | +$5.91K | ﹤0.01% | 3327 |
|
|
2022
Q1 | $65K | Hold |
13,902
| – | – | ﹤0.01% | 3436 |
|
|
2021
Q4 | $57K | Sell |
13,902
-2,746
| -16% | -$11.3K | ﹤0.01% | 3484 |
|
|
2021
Q3 | $69K | Hold |
16,648
| – | – | ﹤0.01% | 3454 |
|
|
2021
Q2 | $80K | Buy |
16,648
+1,056
| +7% | +$5.07K | ﹤0.01% | 3421 |
|
|
2021
Q1 | $78K | Buy |
+15,592
| New | +$78K | ﹤0.01% | 3368 |
|