Dimensional Fund Advisors’s EVI Industries EVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
103,528
+4,359
+4% +$95.1K ﹤0.01% 2732
2025
Q1
$1.66M Buy
99,169
+3,141
+3% +$52.7K ﹤0.01% 2765
2024
Q4
$1.57M Buy
96,028
+1,480
+2% +$24.2K ﹤0.01% 2840
2024
Q3
$1.83M Buy
94,548
+2,388
+3% +$46.2K ﹤0.01% 2797
2024
Q2
$1.74M Sell
92,160
-2,440
-3% -$46.1K ﹤0.01% 2796
2024
Q1
$2.36M Hold
94,600
﹤0.01% 2755
2023
Q4
$2.24M Hold
94,600
﹤0.01% 2767
2023
Q3
$2.35M Buy
94,600
+6,948
+8% +$172K ﹤0.01% 2728
2023
Q2
$1.93M Buy
87,652
+10,202
+13% +$224K ﹤0.01% 2794
2023
Q1
$1.53M Buy
77,450
+9,803
+14% +$194K ﹤0.01% 2807
2022
Q4
$1.61K Buy
67,647
+4,583
+7% +$109 ﹤0.01% 2777
2022
Q3
$1.14M Buy
63,064
+916
+1% +$16.6K ﹤0.01% 2852
2022
Q2
$621K Sell
62,148
-1,349
-2% -$13.5K ﹤0.01% 3019
2022
Q1
$1.18M Sell
63,497
-45
-0.1% -$836 ﹤0.01% 2954
2021
Q4
$1.99M Buy
63,542
+2,217
+4% +$69.3K ﹤0.01% 2847
2021
Q3
$1.52M Buy
61,325
+885
+1% +$22K ﹤0.01% 2929
2021
Q2
$1.75M Buy
60,440
+619
+1% +$18K ﹤0.01% 2901
2021
Q1
$1.68M Buy
59,821
+8,800
+17% +$247K ﹤0.01% 2896
2020
Q4
$1.8M Hold
51,021
﹤0.01% 2834
2020
Q3
$1.32M Hold
51,021
﹤0.01% 2857
2020
Q2
$1.16M Buy
51,021
+723
+1% +$16.4K ﹤0.01% 2899
2020
Q1
$814K Hold
50,298
﹤0.01% 2961
2019
Q4
$1.43M Sell
50,298
-477
-0.9% -$13.6K ﹤0.01% 2938
2019
Q3
$1.62M Hold
50,775
﹤0.01% 2910
2019
Q2
$1.97M Hold
50,775
﹤0.01% 2907
2019
Q1
$1.89M Hold
50,775
﹤0.01% 2906
2018
Q4
$1.83M Hold
50,775
﹤0.01% 2894
2018
Q3
$1.98M Buy
50,775
+2,855
+6% +$111K ﹤0.01% 2933
2018
Q2
$1.93M Hold
47,920
﹤0.01% 2897
2018
Q1
$1.88M Hold
47,920
﹤0.01% 2875
2017
Q4
$1.92M Hold
47,920
﹤0.01% 2863
2017
Q3
$1.33M Hold
47,920
﹤0.01% 2941
2017
Q2
$1.3M Hold
47,920
﹤0.01% 2935
2017
Q1
$908K Hold
47,920
﹤0.01% 2994
2016
Q4
$695K Hold
47,920
﹤0.01% 3042
2016
Q3
$391K Hold
47,920
﹤0.01% 3101
2016
Q2
$176K Hold
47,920
﹤0.01% 3194
2016
Q1
$150K Hold
47,920
﹤0.01% 3204
2015
Q4
$199K Hold
47,920
﹤0.01% 3218
2015
Q3
$190K Hold
47,920
﹤0.01% 3245
2015
Q2
$214K Buy
47,920
+1,463
+3% +$6.53K ﹤0.01% 3239
2015
Q1
$138K Hold
46,457
﹤0.01% 3259
2014
Q4
$131K Buy
46,457
+2,064
+5% +$5.82K ﹤0.01% 3287
2014
Q3
$112K Hold
44,393
﹤0.01% 3322
2014
Q2
$111K Hold
44,393
﹤0.01% 3367
2014
Q1
$146K Buy
44,393
+23,400
+111% +$77K ﹤0.01% 3342
2013
Q4
$62K Buy
20,993
+19,693
+1,515% +$58.2K ﹤0.01% 3398
2013
Q3
$3K Hold
1,300
﹤0.01% 3559
2013
Q2
$2K Buy
+1,300
New +$2K ﹤0.01% 3569