Dimensional Fund Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.3M | Buy |
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|
2025
Q2 | $128M | Buy |
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|
2025
Q1 | $123M | Buy |
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|
2024
Q4 | $127M | Buy |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | $96.1M | Buy |
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|
2024
Q1 | $88M | Buy |
|
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|
2023
Q4 | $91.8M | Sell |
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|
2023
Q3 | $94.2M | Buy |
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|
2023
Q2 | $86.1M | Buy |
|
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|
2023
Q1 | $87.7M | Sell |
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|
2022
Q4 | $89K | Sell |
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|
2022
Q3 | $93.4M | Sell |
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|
2022
Q2 | $89.8M | Sell |
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|
2022
Q1 | $108M | Sell |
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|
2021
Q4 | $126M | Buy |
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|
2021
Q3 | $98.4M | Buy |
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|
2021
Q2 | $82.8M | Buy |
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|
2021
Q1 | $74.2M | Buy |
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|
2020
Q4 | $79M | Buy |
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|
2020
Q3 | $75.9M | Buy |
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|
2020
Q2 | $73.1M | Sell |
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|
2020
Q1 | $59.4M | Sell |
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|
2019
Q4 | $62.7M | Buy |
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|
2019
Q3 | $56.4M | Sell |
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|
2019
Q2 | $71.1M | Sell |
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|
2019
Q1 | $62.4M | Buy |
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|
2018
Q4 | $46.2M | Buy |
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|
2018
Q3 | $44.5M | Buy |
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|
2018
Q2 | $35.5M | Buy |
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|
2018
Q1 | $35.1M | Buy |
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|
2017
Q4 | $32.9M | Buy |
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|
2017
Q3 | $30.3M | Buy |
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|
2017
Q2 | $27.9M | Buy |
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|
2017
Q1 | $27.3M | Buy |
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|
2016
Q4 | $26.2M | Sell |
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|
2016
Q3 | $26M | Buy |
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|
2016
Q2 | $25.1M | Buy |
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|
2016
Q1 | $23.2M | Buy |
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|
2015
Q4 | $24.5M | Buy |
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|
2015
Q3 | $23.4M | Sell |
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|
2015
Q2 | $23.8M | Buy |
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|
2015
Q1 | $22.5M | Buy |
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|
2014
Q4 | $19.1M | Buy |
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|
2014
Q3 | $14.9M | Buy |
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|
2014
Q2 | $14.1M | Buy |
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|
2014
Q1 | $7.62M | Buy |
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|
2013
Q4 | $6.77M | Buy |
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|
2013
Q3 | $6.8M | Buy |
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|
2013
Q2 | $5.32M | Buy |
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