Dimensional Fund Advisors
EZRA

Dimensional Fund Advisors’s Reliance Global Group EZRA Stock Holding History

Dimensional Fund Advisors’s Portfolio EZRA Stock Details EZRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2
Closed -$75K – 3516
2022
Q1 		$75K Buy
+2
New +$123K ﹤0.01% 3423

Other funds holding EZRA

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors's EZRA Position: Q2 2022 in Review

Dimensional Fund Advisors sold out of Reliance Global Group (EZRA) in Q2 2022, closing a stake of 2 shares — an estimated $75K sold.

Dimensional Fund Advisors first reported a position in EZRA in Q1 2022 and held it in 1 quarter. The position peaked at $75K in Q1 2022. 11 funds tracked by Wall St. Rank hold EZRA as of Q2 2022.

  • Dimensional Fund Advisors reported no remaining Reliance Global Group position as of Q2 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2 Reliance Global Group shares in Q2 2022, an estimated $75K.
  • Dimensional Fund Advisors first reported a position in Reliance Global Group in Q1 2022 and held it in 1 quarter.
  • Dimensional Fund Advisors's Reliance Global Group position peaked at $75K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2022.

Based on Dimensional Fund Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.