Dimensional Fund Advisors’s US Global Investors GROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
62,761
+817
| +1% | +$2.11K | ﹤0.01% | 3139 |
|
|
2025
Q1 | $140K | Hold |
61,944
| – | – | ﹤0.01% | 3162 |
|
|
2024
Q4 | $151K | Buy |
61,944
+4,338
| +8% | +$10.6K | ﹤0.01% | 3190 |
|
|
2024
Q3 | $149K | Buy |
57,606
+17,239
| +43% | +$44.5K | ﹤0.01% | 3203 |
|
|
2024
Q2 | $105K | Sell |
40,367
-15,317
| -28% | -$40K | ﹤0.01% | 3243 |
|
|
2024
Q1 | $155K | Buy |
55,684
+8,012
| +17% | +$22.3K | ﹤0.01% | 3215 |
|
|
2023
Q4 | $134K | Sell |
47,672
-2,530
| -5% | -$7.14K | ﹤0.01% | 3249 |
|
|
2023
Q3 | $143K | Hold |
50,202
| – | – | ﹤0.01% | 3270 |
|
|
2023
Q2 | $154K | Sell |
50,202
-34,905
| -41% | -$107K | ﹤0.01% | 3276 |
|
|
2023
Q1 | $225K | Buy |
85,107
+796
| +0.9% | +$2.1K | ﹤0.01% | 3182 |
|
|
2022
Q4 | $244 | Buy |
84,311
+1,351
| +2% | +$4 | ﹤0.01% | 3189 |
|
|
2022
Q3 | $238K | Buy |
82,960
+26,848
| +48% | +$77K | ﹤0.01% | 3204 |
|
|
2022
Q2 | $246K | Buy |
56,112
+18,392
| +49% | +$80.6K | ﹤0.01% | 3219 |
|
|
2022
Q1 | $196K | Hold |
37,720
| – | – | ﹤0.01% | 3317 |
|
|
2021
Q4 | $166K | Sell |
37,720
-33,812
| -47% | -$149K | ﹤0.01% | 3373 |
|
|
2021
Q3 | $407K | Sell |
71,532
-4,161
| -5% | -$23.7K | ﹤0.01% | 3224 |
|
|
2021
Q2 | $469K | Sell |
75,693
-11,457
| -13% | -$71K | ﹤0.01% | 3174 |
|
|
2021
Q1 | $610K | Buy |
87,150
+17,730
| +26% | +$124K | ﹤0.01% | 3105 |
|
|
2020
Q4 | $378K | Buy |
69,420
+3,483
| +5% | +$19K | ﹤0.01% | 3142 |
|
|
2020
Q3 | $157K | Hold |
65,937
| – | – | ﹤0.01% | 3227 |
|
|
2020
Q2 | $125K | Sell |
65,937
-5,926
| -8% | -$11.2K | ﹤0.01% | 3256 |
|
|
2020
Q1 | $70K | Hold |
71,863
| – | – | ﹤0.01% | 3298 |
|
|
2019
Q4 | $103K | Hold |
71,863
| – | – | ﹤0.01% | 3313 |
|
|
2019
Q3 | $144K | Hold |
71,863
| – | – | ﹤0.01% | 3316 |
|
|
2019
Q2 | $130K | Hold |
71,863
| – | – | ﹤0.01% | 3370 |
|
|
2019
Q1 | $78K | Hold |
71,863
| – | – | ﹤0.01% | 3390 |
|
|
2018
Q4 | $79K | Sell |
71,863
-7,000
| -9% | -$7.7K | ﹤0.01% | 3370 |
|
|
2018
Q3 | $120K | Sell |
78,863
-10,819
| -12% | -$16.5K | ﹤0.01% | 3344 |
|
|
2018
Q2 | $144K | Buy |
89,682
+25,460
| +40% | +$40.9K | ﹤0.01% | 3277 |
|
|
2018
Q1 | $162K | Buy |
64,222
+53,691
| +510% | +$135K | ﹤0.01% | 3247 |
|
|
2017
Q4 | $41K | Buy |
+10,531
| New | +$41K | ﹤0.01% | 3305 |
|