Dimensional Fund Advisors’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146K | Buy |
58,700
+5,056
| +9% | +$15.1K | ﹤0.01% | 3094 |
|
|
2025
Q4 | $129K | Sell |
53,644
-2,862
| -5% | -$7.12K | ﹤0.01% | 3124 |
|
|
2025
Q3 | $155K | Sell |
56,506
-6,255
| -10% | -$15.5K | ﹤0.01% | 3151 |
|
|
2025
Q2 | $162K | Buy |
62,761
+817
| +1% | +$1.83K | ﹤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% | +$44.6K | ﹤0.01% | 3203 |
|
|
2024
Q2 | $105K | Sell |
40,367
-15,317
| -28% | -$40.9K | ﹤0.01% | 3243 |
|
|
2024
Q1 | $155K | Buy |
55,684
+8,012
| +17% | +$21.8K | ﹤0.01% | 3215 |
|
|
2023
Q4 | $134K | Sell |
47,672
-2,530
| -5% | -$7.18K | ﹤0.01% | 3249 |
|
|
2023
Q3 | $143K | Hold |
50,202
| – | – | ﹤0.01% | 3270 |
|
|
2023
Q2 | $154K | Sell |
50,202
-34,905
| -41% | -$97K | ﹤0.01% | 3276 |
|
|
2023
Q1 | $225K | Buy |
85,107
+796
| +0.9% | +$2.3K | ﹤0.01% | 3182 |
|
|
2022
Q4 | $244 | Buy |
84,311
+1,351
| +2% | +$3.87K | ﹤0.01% | 3189 |
|
|
2022
Q3 | $238K | Buy |
82,960
+26,848
| +48% | +$104K | ﹤0.01% | 3204 |
|
|
2022
Q2 | $246K | Buy |
56,112
+18,392
| +49% | +$89.4K | ﹤0.01% | 3219 |
|
|
2022
Q1 | $196K | Hold |
37,720
| – | – | ﹤0.01% | 3317 |
|
|
2021
Q4 | $166K | Sell |
37,720
-33,812
| -47% | -$190K | ﹤0.01% | 3373 |
|
|
2021
Q3 | $407K | Sell |
71,532
-4,161
| -5% | -$24.9K | ﹤0.01% | 3224 |
|
|
2021
Q2 | $469K | Sell |
75,693
-11,457
| -13% | -$81.6K | ﹤0.01% | 3174 |
|
|
2021
Q1 | $610K | Buy |
87,150
+17,730
| +26% | +$117K | ﹤0.01% | 3105 |
|
|
2020
Q4 | $378K | Buy |
69,420
+3,483
| +5% | +$12K | ﹤0.01% | 3142 |
|
|
2020
Q3 | $157K | Hold |
65,937
| – | – | ﹤0.01% | 3227 |
|
|
2020
Q2 | $125K | Sell |
65,937
-5,926
| -8% | -$10.7K | ﹤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% | -$9.02K | ﹤0.01% | 3370 |
|
|
2018
Q3 | $120K | Sell |
78,863
-10,819
| -12% | -$18.3K | ﹤0.01% | 3344 |
|
|
2018
Q2 | $144K | Buy |
89,682
+25,460
| +40% | +$62K | ﹤0.01% | 3277 |
|
|
2018
Q1 | $162K | Buy |
64,222
+53,691
| +510% | +$187K | ﹤0.01% | 3247 |
|
|
2017
Q4 | $41K | Buy |
+10,531
| New | +$35.7K | ﹤0.01% | 3305 |
|
Other funds holding GROW
GCM
CAMG
VCM
NSIM
SL
VFT
Dimensional Fund Advisors's GROW Position: Q1 2026 in Review
Dimensional Fund Advisors increased its US Global Investors (GROW) stake by 9.4% in Q1 2026, buying an estimated $15.1K and bringing the position to 58,700 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.
Dimensional Fund Advisors first reported a position in GROW in Q4 2017 and has held it in 34 quarters since. The position peaked at $610K in Q1 2021. 36 funds tracked by Wall St. Rank hold GROW as of Q1 2026.
- Dimensional Fund Advisors held 58,700 shares of US Global Investors worth $146K as of Q1 2026.
- Dimensional Fund Advisors bought 5,056 US Global Investors shares in Q1 2026, an estimated $15.1K.
- US Global Investors made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3094 holding.
- Dimensional Fund Advisors first reported a position in US Global Investors in Q4 2017 and has held it in 34 quarters since.
- Dimensional Fund Advisors's US Global Investors position peaked at $610K in Q1 2021.
- 36 funds tracked by Wall St. Rank held US Global Investors as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.