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
2026
Q1
$1.44M Buy
86,453
+32,119
+59% +$442K ﹤0.01% 2769
2025
Q4
$726K Sell
54,334
-2,930
-5% -$30.6K ﹤0.01% 2911
2025
Q3
$447K Hold
57,264
﹤0.01% 3012
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% +$8.63K ﹤0.01% 3068
2024
Q3
$306K Sell
55,874
-2,248
-4% -$11.3K ﹤0.01% 3108
2024
Q2
$261K Sell
58,122
-20,589
-26% -$93.8K ﹤0.01% 3127
2024
Q1
$364K Sell
78,711
-8,684
-10% -$38.6K ﹤0.01% 3101
2023
Q4
$425K Sell
87,395
-10,118
-10% -$43.4K ﹤0.01% 3064
2023
Q3
$462K Buy
97,513
+13,506
+16% +$81.6K ﹤0.01% 3056
2023
Q2
$618K Buy
84,007
+57,654
+219% +$401K ﹤0.01% 3018
2023
Q1
$171K Hold
26,353
﹤0.01% 3234
2022
Q4
$139 Sell
26,353
-578
-2% -$2.96K ﹤0.01% 3284
2022
Q3
$136K Buy
26,931
+12,200
+83% +$86.4K ﹤0.01% 3296
2022
Q2
$105K Buy
14,731
+829
+6% +$4.5K ﹤0.01% 3327
2022
Q1
$65K Hold
13,902
﹤0.01% 3436
2021
Q4
$57K Sell
13,902
-2,746
-16% -$11.5K ﹤0.01% 3484
2021
Q3
$69K Hold
16,648
﹤0.01% 3454
2021
Q2
$80K Buy
16,648
+1,056
+7% +$4.81K ﹤0.01% 3421
2021
Q1
$78K Buy
+15,592
New +$89K ﹤0.01% 3368

Other funds holding ELA