Dimensional Fund Advisors’s Formula Systems FORTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $318K | Buy |
|
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $317K | Sell |
|
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|
2024
Q2 | $290K | Sell |
|
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|
2024
Q1 | $320K | Hold |
|
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|
2023
Q4 | $268K | Hold |
|
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|
2023
Q3 | $300K | Sell |
|
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $283K | Hold |
|
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|
2022
Q4 | $305 | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $340K | Buy |
|