Dimensional Fund Advisors’s Expensify EXFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
380,946
+227,190
+148% +$588K ﹤0.01% 2888
2025
Q1
$468K Buy
153,756
+98,127
+176% +$299K ﹤0.01% 3011
2024
Q4
$187K Buy
+55,629
New +$187K ﹤0.01% 3174