Dimensional Fund Advisors’s Financial Institutions FISI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.8M Sell
1,005,153
-55,660
-5% -$1.43M 0.01% 1848
2025
Q1
$26.5M Buy
1,060,813
+89,154
+9% +$2.23M 0.01% 1813
2024
Q4
$26.5M Buy
971,659
+14,733
+2% +$402K 0.01% 1872
2024
Q3
$24.4M Sell
956,926
-11,249
-1% -$287K 0.01% 1910
2024
Q2
$18.7M Sell
968,175
-55,159
-5% -$1.07M ﹤0.01% 1985
2024
Q1
$19.3M Sell
1,023,334
-3,852
-0.4% -$72.5K 0.01% 2007
2023
Q4
$21.9M Sell
1,027,186
-17,562
-2% -$374K 0.01% 1943
2023
Q3
$17.6M Sell
1,044,748
-75,796
-7% -$1.28M 0.01% 1998
2023
Q2
$17.6M Sell
1,120,544
-101,825
-8% -$1.6M 0.01% 1994
2023
Q1
$23.6M Sell
1,222,369
-39,756
-3% -$766K 0.01% 1812
2022
Q4
$30.7K Buy
1,262,125
+830
+0.1% +$20 0.01% 1637
2022
Q3
$30.4M Sell
1,261,295
-16,668
-1% -$401K 0.01% 1584
2022
Q2
$33.3M Buy
1,277,963
+19,225
+2% +$500K 0.01% 1582
2022
Q1
$37.9M Buy
1,258,738
+9,639
+0.8% +$290K 0.01% 1604
2021
Q4
$39.7M Sell
1,249,099
-23,824
-2% -$758K 0.01% 1579
2021
Q3
$39M Sell
1,272,923
-844
-0.1% -$25.9K 0.01% 1590
2021
Q2
$38.2M Sell
1,273,767
-2,570
-0.2% -$77.1K 0.01% 1648
2021
Q1
$38.7M Sell
1,276,337
-12,680
-1% -$384K 0.01% 1633
2020
Q4
$29M Sell
1,289,017
-22,641
-2% -$509K 0.01% 1777
2020
Q3
$20.2M Sell
1,311,658
-23,864
-2% -$367K 0.01% 1845
2020
Q2
$24.9M Sell
1,335,522
-9,861
-0.7% -$184K 0.01% 1746
2020
Q1
$24.4M Buy
1,345,383
+7,482
+0.6% +$136K 0.01% 1608
2019
Q4
$42.9M Sell
1,337,901
-3,257
-0.2% -$105K 0.02% 1563
2019
Q3
$40.5M Buy
1,341,158
+3,032
+0.2% +$91.5K 0.02% 1568
2019
Q2
$39M Buy
1,338,126
+2,196
+0.2% +$64K 0.02% 1632
2019
Q1
$36.3M Sell
1,335,930
-2,322
-0.2% -$63.1K 0.01% 1678
2018
Q4
$34.4M Buy
1,338,252
+31,067
+2% +$798K 0.02% 1620
2018
Q3
$41M Buy
1,307,185
+61,163
+5% +$1.92M 0.02% 1649
2018
Q2
$41M Buy
1,246,022
+56,106
+5% +$1.85M 0.02% 1625
2018
Q1
$35.2M Buy
1,189,916
+63,526
+6% +$1.88M 0.01% 1701
2017
Q4
$35M Buy
1,126,390
+92,136
+9% +$2.87M 0.01% 1689
2017
Q3
$29.8M Buy
1,034,254
+66,983
+7% +$1.93M 0.01% 1797
2017
Q2
$28.8M Buy
967,271
+77,202
+9% +$2.3M 0.01% 1775
2017
Q1
$29.3M Buy
890,069
+55,144
+7% +$1.82M 0.01% 1716
2016
Q4
$28.6M Buy
834,925
+24,731
+3% +$846K 0.01% 1685
2016
Q3
$22M Buy
810,194
+14,854
+2% +$403K 0.01% 1841
2016
Q2
$20.7M Buy
795,340
+33,267
+4% +$867K 0.01% 1816
2016
Q1
$22.2M Buy
762,073
+23,384
+3% +$680K 0.01% 1738
2015
Q4
$20.7M Buy
738,689
+25,324
+4% +$709K 0.01% 1763
2015
Q3
$17.7M Buy
713,365
+12,656
+2% +$314K 0.01% 1873
2015
Q2
$17.4M Buy
700,709
+9,050
+1% +$225K 0.01% 1953
2015
Q1
$15.9M Buy
691,659
+23,320
+3% +$535K 0.01% 1981
2014
Q4
$16.8M Buy
668,339
+16,083
+2% +$404K 0.01% 1917
2014
Q3
$14.7M Buy
652,256
+21,675
+3% +$487K 0.01% 1908
2014
Q2
$14.8M Buy
630,581
+16,717
+3% +$392K 0.01% 1924
2014
Q1
$14.1M Buy
613,864
+496
+0.1% +$11.4K 0.01% 1901
2013
Q4
$15.2M Buy
613,368
+1,254
+0.2% +$31K 0.01% 1806
2013
Q3
$12.5M Buy
612,114
+3,933
+0.6% +$80.5K 0.01% 1903
2013
Q2
$11.2M Buy
+608,181
New +$11.2M 0.01% 1901