Dimensional Fund Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Buy |
+9,754
| New | +$239K | ﹤0.01% | 3092 |
|
2024
Q4 | – | Sell |
-5,844
| Closed | -$207K | – | 3353 |
|
2024
Q3 | $207K | Sell |
5,844
-222,734
| -97% | -$7.88M | ﹤0.01% | 3168 |
|
2024
Q2 | $4.35M | Sell |
228,578
-457,682
| -67% | -$8.71M | ﹤0.01% | 2534 |
|
2024
Q1 | $21.3M | Sell |
686,260
-117,133
| -15% | -$3.64M | 0.01% | 1950 |
|
2023
Q4 | $50.5M | Buy |
803,393
+25,523
| +3% | +$1.6M | 0.01% | 1449 |
|
2023
Q3 | $53.5M | Sell |
777,870
-10,028
| -1% | -$689K | 0.02% | 1298 |
|
2023
Q2 | $83.6M | Buy |
787,898
+7,121
| +0.9% | +$756K | 0.03% | 968 |
|
2023
Q1 | $84.1M | Buy |
780,777
+4,708
| +0.6% | +$507K | 0.03% | 950 |
|
2022
Q4 | $81.4K | Sell |
776,069
-13,033
| -2% | -$1.37K | 0.02% | 932 |
|
2022
Q3 | $71.2M | Sell |
789,102
-15,485
| -2% | -$1.4M | 0.03% | 943 |
|
2022
Q2 | $74M | Sell |
804,587
-113,586
| -12% | -$10.4M | 0.03% | 958 |
|
2022
Q1 | $89.8M | Sell |
918,173
-11,788
| -1% | -$1.15M | 0.03% | 927 |
|
2021
Q4 | $113M | Sell |
929,961
-40,058
| -4% | -$4.85M | 0.03% | 781 |
|
2021
Q3 | $80.5M | Sell |
970,019
-19,224
| -2% | -$1.6M | 0.03% | 1013 |
|
2021
Q2 | $88.8M | Sell |
989,243
-55,398
| -5% | -$4.97M | 0.03% | 953 |
|
2021
Q1 | $92.8M | Sell |
1,044,641
-68,423
| -6% | -$6.08M | 0.03% | 899 |
|
2020
Q4 | $85.5M | Sell |
1,113,064
-71,587
| -6% | -$5.5M | 0.03% | 901 |
|
2020
Q3 | $68M | Sell |
1,184,651
-92,178
| -7% | -$5.29M | 0.03% | 911 |
|
2020
Q2 | $63.6M | Buy |
1,276,829
+17,676
| +1% | +$881K | 0.03% | 968 |
|
2020
Q1 | $63.8M | Sell |
1,259,153
-21,465
| -2% | -$1.09M | 0.03% | 778 |
|
2019
Q4 | $89.6M | Sell |
1,280,618
-11,755
| -0.9% | -$822K | 0.03% | 817 |
|
2019
Q3 | $82.4M | Sell |
1,292,373
-8,390
| -0.6% | -$535K | 0.03% | 865 |
|
2019
Q2 | $76.9M | Sell |
1,300,763
-444
| -0% | -$26.3K | 0.03% | 947 |
|
2019
Q1 | $84.2M | Buy |
1,301,207
+4,347
| +0.3% | +$281K | 0.03% | 827 |
|
2018
Q4 | $71.1M | Buy |
1,296,860
+7,101
| +0.6% | +$389K | 0.03% | 864 |
|
2018
Q3 | $92.5M | Sell |
1,289,759
-5,756
| -0.4% | -$413K | 0.04% | 766 |
|
2018
Q2 | $76.5M | Buy |
1,295,515
+27,013
| +2% | +$1.6M | 0.03% | 913 |
|
2018
Q1 | $67.1M | Buy |
1,268,502
+13,077
| +1% | +$691K | 0.03% | 996 |
|
2017
Q4 | $72.1M | Buy |
1,255,425
+41,226
| +3% | +$2.37M | 0.03% | 907 |
|
2017
Q3 | $69.5M | Buy |
1,214,199
+3,378
| +0.3% | +$193K | 0.03% | 910 |
|
2017
Q2 | $64.5M | Buy |
1,210,821
+6,419
| +0.5% | +$342K | 0.03% | 932 |
|
2017
Q1 | $57.3M | Buy |
1,204,402
+23,046
| +2% | +$1.1M | 0.03% | 1031 |
|
2016
Q4 | $56M | Buy |
1,181,356
+21,092
| +2% | +$999K | 0.03% | 1011 |
|
2016
Q3 | $50.2M | Buy |
1,160,264
+47,516
| +4% | +$2.06M | 0.03% | 1033 |
|
2016
Q2 | $49.6M | Buy |
1,112,748
+53,166
| +5% | +$2.37M | 0.03% | 987 |
|
2016
Q1 | $48M | Buy |
1,059,582
+28,002
| +3% | +$1.27M | 0.03% | 966 |
|
2015
Q4 | $44.4M | Buy |
1,031,580
+42,482
| +4% | +$1.83M | 0.03% | 972 |
|
2015
Q3 | $41M | Buy |
989,098
+58,545
| +6% | +$2.43M | 0.03% | 993 |
|
2015
Q2 | $48.6M | Buy |
930,553
+35,942
| +4% | +$1.88M | 0.03% | 890 |
|
2015
Q1 | $48.6M | Buy |
894,611
+31,517
| +4% | +$1.71M | 0.03% | 856 |
|
2014
Q4 | $43.5M | Buy |
863,094
+50,234
| +6% | +$2.53M | 0.03% | 896 |
|
2014
Q3 | $36.4M | Buy |
812,860
+16,905
| +2% | +$758K | 0.03% | 977 |
|
2014
Q2 | $38.1M | Buy |
795,955
+73,755
| +10% | +$3.53M | 0.03% | 964 |
|
2014
Q1 | $33.3M | Buy |
722,200
+46,361
| +7% | +$2.14M | 0.02% | 1003 |
|
2013
Q4 | $29.7M | Buy |
675,839
+30,284
| +5% | +$1.33M | 0.02% | 1070 |
|
2013
Q3 | $26M | Buy |
645,555
+13,807
| +2% | +$557K | 0.02% | 1103 |
|
2013
Q2 | $24.2M | Buy |
+631,748
| New | +$24.2M | 0.02% | 1058 |
|