Dimensional Fund Advisors’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
370,903
-3,331
| -0.9% | -$103K | ﹤0.01% | 2226 |
|
|
2025
Q1 | $11.2M | Sell |
374,234
-7,408
| -2% | -$222K | ﹤0.01% | 2200 |
|
|
2024
Q4 | $12.9M | Sell |
381,642
-2,033
| -0.5% | -$68.5K | ﹤0.01% | 2195 |
|
|
2024
Q3 | $11.4M | Buy |
383,675
+11,345
| +3% | +$339K | ﹤0.01% | 2244 |
|
|
2024
Q2 | $7.6M | Buy |
372,330
+24,457
| +7% | +$499K | ﹤0.01% | 2361 |
|
|
2024
Q1 | $7.97M | Buy |
347,873
+12,041
| +4% | +$276K | ﹤0.01% | 2404 |
|
|
2023
Q4 | $7.9M | Buy |
335,832
+5,232
| +2% | +$123K | ﹤0.01% | 2411 |
|
|
2023
Q3 | $5.36M | Buy |
330,600
+6,354
| +2% | +$103K | ﹤0.01% | 2510 |
|
|
2023
Q2 | $4.62M | Sell |
324,246
-12,383
| -4% | -$177K | ﹤0.01% | 2554 |
|
|
2023
Q1 | $5.68M | Buy |
336,629
+3,992
| +1% | +$67.3K | ﹤0.01% | 2443 |
|
|
2022
Q4 | $6.54K | Sell |
332,637
-192
| -0.1% | -$4 | ﹤0.01% | 2371 |
|
|
2022
Q3 | $5.51M | Buy |
332,829
+2,893
| +0.9% | +$47.9K | ﹤0.01% | 2393 |
|
|
2022
Q2 | $6.19M | Buy |
329,936
+18,491
| +6% | +$347K | ﹤0.01% | 2391 |
|
|
2022
Q1 | $7.02M | Buy |
311,445
+2,830
| +0.9% | +$63.8K | ﹤0.01% | 2430 |
|
|
2021
Q4 | $5.82M | Sell |
308,615
-8,592
| -3% | -$162K | ﹤0.01% | 2515 |
|
|
2021
Q3 | $5.9M | Sell |
317,207
-3,410
| -1% | -$63.4K | ﹤0.01% | 2535 |
|
|
2021
Q2 | $5.59M | Sell |
320,617
-1,494
| -0.5% | -$26K | ﹤0.01% | 2580 |
|
|
2021
Q1 | $5.68M | Buy |
322,111
+660
| +0.2% | +$11.6K | ﹤0.01% | 2533 |
|
|
2020
Q4 | $4.98M | Buy |
321,451
+933
| +0.3% | +$14.5K | ﹤0.01% | 2526 |
|
|
2020
Q3 | $3.75M | Sell |
320,518
-9,608
| -3% | -$113K | ﹤0.01% | 2545 |
|
|
2020
Q2 | $4.4M | Sell |
330,126
-325
| -0.1% | -$4.34K | ﹤0.01% | 2520 |
|
|
2020
Q1 | $4.72M | Buy |
330,451
+7,589
| +2% | +$108K | ﹤0.01% | 2430 |
|
|
2019
Q4 | $7.78M | Buy |
322,862
+2,277
| +0.7% | +$54.9K | ﹤0.01% | 2449 |
|
|
2019
Q3 | $7.05M | Buy |
320,585
+5,211
| +2% | +$115K | ﹤0.01% | 2483 |
|
|
2019
Q2 | $6.22M | Sell |
315,374
-506
| -0.2% | -$9.97K | ﹤0.01% | 2574 |
|
|
2019
Q1 | $5.45M | Buy |
315,880
+15,983
| +5% | +$276K | ﹤0.01% | 2620 |
|
|
2018
Q4 | $4.77M | Buy |
299,897
+3,527
| +1% | +$56.1K | ﹤0.01% | 2627 |
|
|
2018
Q3 | $5.57M | Buy |
296,370
+13,726
| +5% | +$258K | ﹤0.01% | 2647 |
|
|
2018
Q2 | $5.78M | Buy |
282,644
+6,133
| +2% | +$125K | ﹤0.01% | 2620 |
|
|
2018
Q1 | $5.31M | Buy |
276,511
+10,852
| +4% | +$208K | ﹤0.01% | 2613 |
|
|
2017
Q4 | $4.64M | Buy |
265,659
+11,443
| +5% | +$200K | ﹤0.01% | 2653 |
|
|
2017
Q3 | $4.2M | Buy |
254,216
+7,370
| +3% | +$122K | ﹤0.01% | 2656 |
|
|
2017
Q2 | $3.69M | Buy |
246,846
+2,133
| +0.9% | +$31.9K | ﹤0.01% | 2690 |
|
|
2017
Q1 | $3.55M | Buy |
244,713
+29,520
| +14% | +$428K | ﹤0.01% | 2677 |
|
|
2016
Q4 | $3.43M | Buy |
215,193
+443
| +0.2% | +$7.07K | ﹤0.01% | 2655 |
|
|
2016
Q3 | $2.66M | Hold |
214,750
| – | – | ﹤0.01% | 2703 |
|
|
2016
Q2 | $2.11M | Hold |
214,750
| – | – | ﹤0.01% | 2758 |
|
|
2016
Q1 | $2.35M | Buy |
214,750
+952
| +0.4% | +$10.4K | ﹤0.01% | 2725 |
|
|
2015
Q4 | $2.48M | Buy |
213,798
+3,263
| +2% | +$37.9K | ﹤0.01% | 2736 |
|
|
2015
Q3 | $1.73M | Hold |
210,535
| – | – | ﹤0.01% | 2858 |
|
|
2015
Q2 | $1.82M | Buy |
210,535
+208
| +0.1% | +$1.8K | ﹤0.01% | 2884 |
|
|
2015
Q1 | $1.92M | Hold |
210,327
| – | – | ﹤0.01% | 2844 |
|
|
2014
Q4 | $1.81M | Buy |
210,327
+1,406
| +0.7% | +$12.1K | ﹤0.01% | 2867 |
|
|
2014
Q3 | $1.67M | Buy |
208,921
+2,908
| +1% | +$23.2K | ﹤0.01% | 2885 |
|
|
2014
Q2 | $1.81M | Buy |
206,013
+10,477
| +5% | +$91.9K | ﹤0.01% | 2884 |
|
|
2014
Q1 | $1.49M | Hold |
195,536
| – | – | ﹤0.01% | 2932 |
|
|
2013
Q4 | $1.49M | Hold |
195,536
| – | – | ﹤0.01% | 2928 |
|
|
2013
Q3 | $1.61M | Buy |
195,536
+1,171
| +0.6% | +$9.61K | ﹤0.01% | 2913 |
|
|
2013
Q2 | $1.45M | Buy |
+194,365
| New | +$1.45M | ﹤0.01% | 2917 |
|