Dimensional Fund Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Sell |
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|
2025
Q1 | $26.5M | Buy |
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|
2024
Q4 | $26.5M | Buy |
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|
2024
Q3 | $24.4M | Sell |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $19.3M | Sell |
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|
2023
Q4 | $21.9M | Sell |
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|
2023
Q3 | $17.6M | Sell |
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|
2023
Q2 | $17.6M | Sell |
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|
2023
Q1 | $23.6M | Sell |
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|
2022
Q4 | $30.7K | Buy |
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|
2022
Q3 | $30.4M | Sell |
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|
2022
Q2 | $33.3M | Buy |
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|
2022
Q1 | $37.9M | Buy |
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|
2021
Q4 | $39.7M | Sell |
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|
2021
Q3 | $39M | Sell |
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|
2021
Q2 | $38.2M | Sell |
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|
2021
Q1 | $38.7M | Sell |
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|
2020
Q4 | $29M | Sell |
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|
2020
Q3 | $20.2M | Sell |
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|
2020
Q2 | $24.9M | Sell |
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|
2020
Q1 | $24.4M | Buy |
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|
2019
Q4 | $42.9M | Sell |
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|
2019
Q3 | $40.5M | Buy |
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|
2019
Q2 | $39M | Buy |
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|
2019
Q1 | $36.3M | Sell |
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|
2018
Q4 | $34.4M | Buy |
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|
2018
Q3 | $41M | Buy |
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|
2018
Q2 | $41M | Buy |
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|
2018
Q1 | $35.2M | Buy |
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|
2017
Q4 | $35M | Buy |
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|
2017
Q3 | $29.8M | Buy |
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|
2017
Q2 | $28.8M | Buy |
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|
2017
Q1 | $29.3M | Buy |
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|
2016
Q4 | $28.6M | Buy |
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|
2016
Q3 | $22M | Buy |
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|
2016
Q2 | $20.7M | Buy |
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|
2016
Q1 | $22.2M | Buy |
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|
2015
Q4 | $20.7M | Buy |
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|
2015
Q3 | $17.7M | Buy |
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|
2015
Q2 | $17.4M | Buy |
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|
2015
Q1 | $15.9M | Buy |
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|
2014
Q4 | $16.8M | Buy |
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|
2014
Q3 | $14.7M | Buy |
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|
2014
Q2 | $14.8M | Buy |
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|
2014
Q1 | $14.1M | Buy |
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|
2013
Q4 | $15.2M | Buy |
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|
2013
Q3 | $12.5M | Buy |
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|
2013
Q2 | $11.2M | Buy |
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