Dimensional Fund Advisors’s EVI Industries EVI Stock Holding History

Dimensional Fund Advisors’s Portfolio EVI Stock Details EVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Buy	111,750 +4,187	+4%	+$93.8K	﹤0.01%	2671
2025 Q4	$2.65M	Buy	107,563 +3,183	+3%	+$79.2K	﹤0.01%	2676
2025 Q3	$3.3M	Buy	104,380 +852	+0.8%	+$22.3K	﹤0.01%	2645
2025 Q2	$2.26M	Buy	103,528 +4,359	+4%	+$77.7K	﹤0.01%	2732
2025 Q1	$1.66M	Buy	99,169 +3,141	+3%	+$54.8K	﹤0.01%	2765
2024 Q4	$1.57M	Buy	96,028 +1,480	+2%	+$28.2K	﹤0.01%	2840
2024 Q3	$1.83M	Buy	94,548 +2,388	+3%	+$42.9K	﹤0.01%	2797
2024 Q2	$1.74M	Sell	92,160 -2,440	-3%	-$50.7K	﹤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%	+$175K	﹤0.01%	2728
2023 Q2	$1.93M	Buy	87,652 +10,202	+13%	+$208K	﹤0.01%	2794
2023 Q1	$1.53M	Buy	77,450 +9,803	+14%	+$204K	﹤0.01%	2807
2022 Q4	$1.61K	Buy	67,647 +4,583	+7%	+$90K	﹤0.01%	2777
2022 Q3	$1.14M	Buy	63,064 +916	+1%	+$10.8K	﹤0.01%	2852
2022 Q2	$621K	Sell	62,148 -1,349	-2%	-$18K	﹤0.01%	3019
2022 Q1	$1.18M	Sell	63,497 -45	-0.1%	-$980	﹤0.01%	2954
2021 Q4	$1.99M	Buy	63,542 +2,217	+4%	+$71K	﹤0.01%	2847
2021 Q3	$1.52M	Buy	61,325 +885	+1%	+$23.7K	﹤0.01%	2929
2021 Q2	$1.75M	Buy	60,440 +619	+1%	+$18.1K	﹤0.01%	2901
2021 Q1	$1.68M	Buy	59,821 +8,800	+17%	+$308K	﹤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%	+$14.2K	﹤0.01%	2899
2020 Q1	$814K	Hold	50,298	–	–	﹤0.01%	2961
2019 Q4	$1.43M	Sell	50,298 -477	-0.9%	-$15K	﹤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%	+$120K	﹤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	$1.32M	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%	+$5.75K	﹤0.01%	3239
2015 Q1	$138K	Hold	46,457	–	–	﹤0.01%	3259
2014 Q4	$131K	Buy	46,457 +2,064	+5%	+$5.49K	﹤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%	+$74.6K	﹤0.01%	3342
2013 Q4	$62K	Buy	20,993 +19,693	+1,515%	+$61.7K	﹤0.01%	3398
2013 Q3	$3K	Hold	1,300	–	–	﹤0.01%	3559
2013 Q2	$2K	Buy	+1,300	New	+$2.15K	﹤0.01%	3569

Other funds holding EVI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's EVI Position: Q1 2026 in Review

Dimensional Fund Advisors increased its EVI Industries (EVI) stake by 3.9% in Q1 2026, buying an estimated $93.8K and bringing the position to 111,750 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Dimensional Fund Advisors first reported a position in EVI in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.3M in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

Dimensional Fund Advisors held 111,750 shares of EVI Industries worth $2.3M as of Q1 2026.
Dimensional Fund Advisors bought 4,187 EVI Industries shares in Q1 2026, an estimated $93.8K.
EVI Industries made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2671 holding.
Dimensional Fund Advisors first reported a position in EVI Industries in Q2 2013 and has held it in 52 quarters since.
Dimensional Fund Advisors's EVI Industries position peaked at $3.3M in Q3 2025.
74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.