Dimensional Fund Advisors’s Franklin Financial Services FRAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
52,491
+2,231
| +4% | +$77.2K | ﹤0.01% | 2781 |
|
|
2025
Q1 | $1.78M | Buy |
50,260
+6,882
| +16% | +$244K | ﹤0.01% | 2751 |
|
|
2024
Q4 | $1.3M | Hold |
43,378
| – | – | ﹤0.01% | 2876 |
|
|
2024
Q3 | $1.31M | Buy |
43,378
+3,348
| +8% | +$101K | ﹤0.01% | 2870 |
|
|
2024
Q2 | $1.13M | Buy |
40,030
+5,183
| +15% | +$147K | ﹤0.01% | 2889 |
|
|
2024
Q1 | $913K | Hold |
34,847
| – | – | ﹤0.01% | 2939 |
|
|
2023
Q4 | $1.1M | Sell |
34,847
-474
| -1% | -$15K | ﹤0.01% | 2915 |
|
|
2023
Q3 | $1.01M | Buy |
35,321
+3,863
| +12% | +$110K | ﹤0.01% | 2925 |
|
|
2023
Q2 | $873K | Buy |
31,458
+6,460
| +26% | +$179K | ﹤0.01% | 2952 |
|
|
2023
Q1 | $741K | Buy |
24,998
+1,617
| +7% | +$47.9K | ﹤0.01% | 2962 |
|
|
2022
Q4 | $844 | Buy |
23,381
+287
| +1% | +$10 | ﹤0.01% | 2934 |
|
|
2022
Q3 | $729K | Buy |
23,094
+3,015
| +15% | +$95.2K | ﹤0.01% | 2964 |
|
|
2022
Q2 | $605K | Buy |
20,079
+7,207
| +56% | +$217K | ﹤0.01% | 3026 |
|
|
2022
Q1 | $432K | Buy |
12,872
+2
| +0% | +$67 | ﹤0.01% | 3182 |
|
|
2021
Q4 | $425K | Buy |
12,870
+65
| +0.5% | +$2.15K | ﹤0.01% | 3204 |
|
|
2021
Q3 | $414K | Buy |
12,805
+1,722
| +16% | +$55.7K | ﹤0.01% | 3221 |
|
|
2021
Q2 | $354K | Sell |
11,083
-49
| -0.4% | -$1.57K | ﹤0.01% | 3230 |
|
|
2021
Q1 | $347K | Buy |
11,132
+107
| +1% | +$3.34K | ﹤0.01% | 3201 |
|
|
2020
Q4 | $298K | Buy |
11,025
+141
| +1% | +$3.81K | ﹤0.01% | 3174 |
|
|
2020
Q3 | $233K | Hold |
10,884
| – | – | ﹤0.01% | 3184 |
|
|
2020
Q2 | $282K | Buy |
10,884
+2,471
| +29% | +$64K | ﹤0.01% | 3174 |
|
|
2020
Q1 | $231K | Buy |
8,413
+2,999
| +55% | +$82.3K | ﹤0.01% | 3186 |
|
|
2019
Q4 | $209K | Buy |
+5,414
| New | +$209K | ﹤0.01% | 3256 |
|