Dimensional Fund Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436M | Buy |
2,531,200
+111,162
| +5% | +$19.2M | 0.1% | 162 |
|
|
2025
Q1 | $534M | Sell |
2,420,038
-335,179
| -12% | -$74M | 0.13% | 103 |
|
|
2024
Q4 | $566M | Sell |
2,755,217
-63,253
| -2% | -$13M | 0.14% | 98 |
|
|
2024
Q3 | $506M | Sell |
2,818,470
-141,542
| -5% | -$25.4M | 0.12% | 118 |
|
|
2024
Q2 | $441M | Buy |
2,960,012
+225,159
| +8% | +$33.6M | 0.12% | 130 |
|
|
2024
Q1 | $437M | Buy |
2,734,853
+31,771
| +1% | +$5.08M | 0.12% | 130 |
|
|
2023
Q4 | $359M | Buy |
2,703,082
+261,893
| +11% | +$34.8M | 0.1% | 151 |
|
|
2023
Q3 | $276M | Buy |
2,441,189
+502
| +0% | +$56.7K | 0.09% | 198 |
|
|
2023
Q2 | $308M | Sell |
2,440,687
-9,073
| -0.4% | -$1.14M | 0.1% | 174 |
|
|
2023
Q1 | $277M | Buy |
2,449,760
+119,713
| +5% | +$13.5M | 0.09% | 191 |
|
|
2022
Q4 | $236K | Buy |
2,330,047
+83,850
| +4% | +$8.48K | 0.07% | 257 |
|
|
2022
Q3 | $210M | Buy |
2,246,197
+56,021
| +3% | +$5.24M | 0.08% | 248 |
|
|
2022
Q2 | $195M | Buy |
2,190,176
+10,122
| +0.5% | +$901K | 0.07% | 310 |
|
|
2022
Q1 | $221M | Buy |
2,180,054
+13,421
| +0.6% | +$1.36M | 0.07% | 319 |
|
|
2021
Q4 | $225M | Buy |
2,166,633
+48,852
| +2% | +$5.07M | 0.07% | 314 |
|
|
2021
Q3 | $230M | Buy |
2,117,781
+36,414
| +2% | +$3.95M | 0.07% | 275 |
|
|
2021
Q2 | $222M | Sell |
2,081,367
-20,425
| -1% | -$2.18M | 0.07% | 298 |
|
|
2021
Q1 | $250M | Buy |
2,101,792
+153,711
| +8% | +$18.3M | 0.08% | 240 |
|
|
2020
Q4 | $222M | Buy |
1,948,081
+140,241
| +8% | +$16M | 0.08% | 241 |
|
|
2020
Q3 | $186M | Buy |
1,807,840
+38,164
| +2% | +$3.93M | 0.08% | 231 |
|
|
2020
Q2 | $173M | Sell |
1,769,676
-82,784
| -4% | -$8.08M | 0.08% | 235 |
|
|
2020
Q1 | $176M | Sell |
1,852,460
-72,374
| -4% | -$6.88M | 0.09% | 167 |
|
|
2019
Q4 | $223M | Sell |
1,924,834
-138,133
| -7% | -$16M | 0.08% | 211 |
|
|
2019
Q3 | $214M | Buy |
2,062,967
+610,987
| +42% | +$63.3M | 0.08% | 206 |
|
|
2019
Q2 | $132M | Buy |
1,451,980
+4,540
| +0.3% | +$414K | 0.05% | 470 |
|
|
2019
Q1 | $128M | Buy |
1,447,440
+10,882
| +0.8% | +$961K | 0.05% | 468 |
|
|
2018
Q4 | $106M | Buy |
1,436,558
+15,608
| +1% | +$1.15M | 0.05% | 500 |
|
|
2018
Q3 | $117M | Buy |
1,420,950
+3,033
| +0.2% | +$250K | 0.04% | 572 |
|
|
2018
Q2 | $105M | Sell |
1,417,917
-9,799
| -0.7% | -$726K | 0.04% | 616 |
|
|
2018
Q1 | $102M | Sell |
1,427,716
-41,608
| -3% | -$2.97M | 0.04% | 612 |
|
|
2017
Q4 | $96.3M | Sell |
1,469,324
-60,128
| -4% | -$3.94M | 0.04% | 651 |
|
|
2017
Q3 | $98.6M | Sell |
1,529,452
-11,618
| -0.8% | -$749K | 0.04% | 592 |
|
|
2017
Q2 | $94.3M | Buy |
1,541,070
+8,132
| +0.5% | +$497K | 0.04% | 580 |
|
|
2017
Q1 | $88.4M | Buy |
1,532,938
+9,196
| +0.6% | +$530K | 0.04% | 596 |
|
|
2016
Q4 | $81M | Sell |
1,523,742
-12,404
| -0.8% | -$659K | 0.04% | 651 |
|
|
2016
Q3 | $76.4M | Sell |
1,536,146
-19,748
| -1% | -$982K | 0.04% | 633 |
|
|
2016
Q2 | $84.6M | Sell |
1,555,894
-26,530
| -2% | -$1.44M | 0.05% | 509 |
|
|
2016
Q1 | $81.2M | Buy |
1,582,424
+4,396
| +0.3% | +$225K | 0.05% | 494 |
|
|
2015
Q4 | $72.2M | Buy |
1,578,028
+34,498
| +2% | +$1.58M | 0.05% | 550 |
|
|
2015
Q3 | $66.8M | Sell |
1,543,530
-11,304
| -0.7% | -$489K | 0.04% | 559 |
|
|
2015
Q2 | $64.4M | Sell |
1,554,834
-48,650
| -3% | -$2.01M | 0.04% | 646 |
|
|
2015
Q1 | $63.7M | Buy |
1,603,484
+50,462
| +3% | +$2M | 0.04% | 621 |
|
|
2014
Q4 | $55.1M | Buy |
1,553,022
+69,230
| +5% | +$2.46M | 0.04% | 680 |
|
|
2014
Q3 | $48M | Buy |
1,483,792
+34,128
| +2% | +$1.1M | 0.03% | 711 |
|
|
2014
Q2 | $43.7M | Buy |
1,449,664
+125,438
| +9% | +$3.78M | 0.03% | 831 |
|
|
2014
Q1 | $37.5M | Buy |
1,324,226
+1,808
| +0.1% | +$51.2K | 0.03% | 895 |
|
|
2013
Q4 | $39M | Buy |
1,322,418
+1,278
| +0.1% | +$37.7K | 0.03% | 814 |
|
|
2013
Q3 | $33.4M | Buy |
1,321,140
+82,716
| +7% | +$2.09M | 0.03% | 850 |
|
|
2013
Q2 | $27.1M | Buy |
+1,238,424
| New | +$27.1M | 0.03% | 941 |
|