Dimensional Fund Advisors
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Dimensional Fund Advisors’s Hawaiian Electric Industries HE Stock Holding History

Dimensional Fund Advisors’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.8M Buy
1,866,432
+350,661
+23% +$3.73M ﹤0.01% 1970
2025
Q1 		$16.6M Buy
1,515,771
+463,654
+44% +$5.08M ﹤0.01% 2028
2024
Q4 		$10.2M Buy
1,052,117
+126,614
+14% +$1.23M ﹤0.01% 2298
2024
Q3 		$8.96M Buy
925,503
+520,275
+128% +$5.04M ﹤0.01% 2345
2024
Q2 		$3.66M Sell
405,228
-151,043
-27% -$1.36M ﹤0.01% 2593
2024
Q1 		$6.27M Sell
556,271
-30,701
-5% -$346K ﹤0.01% 2493
2023
Q4 		$8.33M Sell
586,972
-11,848
-2% -$168K ﹤0.01% 2390
2023
Q3 		$7.37M Sell
598,820
-686,968
-53% -$8.46M ﹤0.01% 2393
2023
Q2 		$46.5M Buy
1,285,788
+33,202
+3% +$1.2M 0.01% 1403
2023
Q1 		$48.1M Buy
1,252,586
+3,597
+0.3% +$138K 0.02% 1352
2022
Q4 		$52.3K Buy
1,248,989
+15,500
+1% +$649 0.02% 1278
2022
Q3 		$42.8M Buy
1,233,489
+35,637
+3% +$1.24M 0.02% 1358
2022
Q2 		$49M Buy
1,197,852
+19,335
+2% +$791K 0.02% 1303
2022
Q1 		$49.9M Buy
1,178,517
+114,232
+11% +$4.83M 0.02% 1411
2021
Q4 		$44.2M Sell
1,064,285
-1,252
-0.1% -$52K 0.01% 1496
2021
Q3 		$43.5M Buy
1,065,537
+75,180
+8% +$3.07M 0.01% 1515
2021
Q2 		$41.9M Buy
990,357
+6,417
+0.7% +$271K 0.01% 1581
2021
Q1 		$43.7M Sell
983,940
-27,416
-3% -$1.22M 0.01% 1554
2020
Q4 		$35.8M Sell
1,011,356
-9,229
-0.9% -$327K 0.01% 1634
2020
Q3 		$33.9M Sell
1,020,585
-36,928
-3% -$1.23M 0.01% 1502
2020
Q2 		$38.1M Sell
1,057,513
-22,149
-2% -$799K 0.02% 1435
2020
Q1 		$46.5M Sell
1,079,662
-42,947
-4% -$1.85M 0.02% 1088
2019
Q4 		$52.6M Sell
1,122,609
-59,516
-5% -$2.79M 0.02% 1372
2019
Q3 		$53.9M Sell
1,182,125
-27,518
-2% -$1.26M 0.02% 1320
2019
Q2 		$52.7M Sell
1,209,643
-127,382
-10% -$5.55M 0.02% 1377
2019
Q1 		$54.5M Sell
1,337,025
-11,537
-0.9% -$470K 0.02% 1311
2018
Q4 		$49.4M Buy
1,348,562
+14,127
+1% +$517K 0.02% 1259
2018
Q3 		$47.5M Buy
1,334,435
+3,780
+0.3% +$135K 0.02% 1513
2018
Q2 		$45.6M Buy
1,330,655
+103,013
+8% +$3.53M 0.02% 1523
2018
Q1 		$42.2M Buy
1,227,642
+316,249
+35% +$10.9M 0.02% 1515
2017
Q4 		$32.9M Sell
911,393
-102,979
-10% -$3.72M 0.01% 1751
2017
Q3 		$33.9M Buy
1,014,372
+29,468
+3% +$983K 0.01% 1679
2017
Q2 		$31.9M Sell
984,904
-9,272
-0.9% -$300K 0.01% 1694
2017
Q1 		$33.1M Buy
994,176
+49,130
+5% +$1.64M 0.02% 1616
2016
Q4 		$31.3M Sell
945,046
-7,661
-0.8% -$253K 0.02% 1614
2016
Q3 		$28.4M Hold
952,707
– – 0.02% 1628
2016
Q2 		$31.2M Sell
952,707
-430
-0% -$14.1K 0.02% 1466
2016
Q1 		$30.9M Sell
953,137
-4,762
-0.5% -$154K 0.02% 1439
2015
Q4 		$27.7M Hold
957,899
– – 0.02% 1473
2015
Q3 		$27.5M Hold
957,899
– – 0.02% 1428
2015
Q2 		$28.5M Sell
957,899
-7,510
-0.8% -$223K 0.02% 1483
2015
Q1 		$31M Hold
965,409
– – 0.02% 1353
2014
Q4 		$32.3M Buy
965,409
+204,712
+27% +$6.85M 0.02% 1223
2014
Q3 		$20.2M Buy
760,697
+1,717
+0.2% +$45.6K 0.01% 1630
2014
Q2 		$19.2M Buy
758,980
+95,274
+14% +$2.41M 0.01% 1689
2014
Q1 		$16.9M Buy
663,706
+365,791
+123% +$9.3M 0.01% 1743
2013
Q4 		$7.76M Buy
297,915
+69,600
+30% +$1.81M 0.01% 2338
2013
Q3 		$5.73M Buy
228,315
+22,001
+11% +$552K 0.01% 2471
2013
Q2 		$5.22M Buy
+206,314
New +$5.22M ﹤0.01% 2470