Dimensional Fund Advisors’s Health Catalyst HCAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.48M Buy
1,982,937
+145,921
+8% +$550K ﹤0.01% 2387
2025
Q1
$8.32M Buy
1,837,016
+245,451
+15% +$1.11M ﹤0.01% 2322
2024
Q4
$11.3M Buy
1,591,565
+235,686
+17% +$1.67M ﹤0.01% 2264
2024
Q3
$11M Sell
1,355,879
-44,558
-3% -$363K ﹤0.01% 2264
2024
Q2
$8.95M Sell
1,400,437
-228,756
-14% -$1.46M ﹤0.01% 2312
2024
Q1
$12.3M Buy
1,629,193
+82,261
+5% +$619K ﹤0.01% 2216
2023
Q4
$14.3M Buy
1,546,932
+66,613
+4% +$617K ﹤0.01% 2150
2023
Q3
$15M Buy
1,480,319
+275,695
+23% +$2.79M ﹤0.01% 2070
2023
Q2
$15.1M Buy
1,204,624
+428,942
+55% +$5.36M ﹤0.01% 2065
2023
Q1
$9.05M Buy
775,682
+452,460
+140% +$5.28M ﹤0.01% 2273
2022
Q4
$3.44K Buy
323,222
+186,724
+137% +$1.98K ﹤0.01% 2557
2022
Q3
$1.33M Sell
136,498
-229,806
-63% -$2.23M ﹤0.01% 2818
2022
Q2
$5.31M Sell
366,304
-104,169
-22% -$1.51M ﹤0.01% 2428
2022
Q1
$12.3M Buy
470,473
+64,232
+16% +$1.68M ﹤0.01% 2200
2021
Q4
$16.1M Buy
406,241
+119,481
+42% +$4.73M ﹤0.01% 2106
2021
Q3
$14.3M Sell
286,760
-4,273
-1% -$214K ﹤0.01% 2165
2021
Q2
$16.2M Buy
291,033
+65,158
+29% +$3.62M 0.01% 2147
2021
Q1
$10.6M Buy
225,875
+187,617
+490% +$8.77M ﹤0.01% 2304
2020
Q4
$1.67M Buy
+38,258
New +$1.67M ﹤0.01% 2854