Dimensional Fund Advisors
HEES

Dimensional Fund Advisors’s H&E Equipment Services HEES Stock Holding History

Dimensional Fund Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-943,682
Closed -$89.4M – 3294
2025
Q1 		$89.4M Sell
943,682
-258,195
-21% -$24.5M 0.02% 1074
2024
Q4 		$58.8M Sell
1,201,877
-724
-0.1% -$35.4K 0.01% 1427
2024
Q3 		$58.5M Buy
1,202,601
+34,287
+3% +$1.67M 0.01% 1416
2024
Q2 		$51.6M Sell
1,168,314
-12,583
-1% -$556K 0.01% 1442
2024
Q1 		$75.8M Buy
1,180,897
+590
+0% +$37.9K 0.02% 1169
2023
Q4 		$61.8M Sell
1,180,307
-14,286
-1% -$747K 0.02% 1289
2023
Q3 		$51.6M Sell
1,194,593
-33,285
-3% -$1.44M 0.02% 1321
2023
Q2 		$56.2M Sell
1,227,878
-30,440
-2% -$1.39M 0.02% 1260
2023
Q1 		$55.7M Sell
1,258,318
-3,195
-0.3% -$141K 0.02% 1239
2022
Q4 		$57.3K Buy
1,261,513
+5,356
+0.4% +$243 0.02% 1222
2022
Q3 		$35.6M Sell
1,256,157
-5,085
-0.4% -$144K 0.01% 1471
2022
Q2 		$36.5M Sell
1,261,242
-17,505
-1% -$507K 0.01% 1530
2022
Q1 		$55.7M Sell
1,278,747
-2,394
-0.2% -$104K 0.02% 1324
2021
Q4 		$56.7M Sell
1,281,141
-8,057
-0.6% -$357K 0.02% 1326
2021
Q3 		$44.8M Sell
1,289,198
-7,970
-0.6% -$277K 0.01% 1496
2021
Q2 		$43.2M Sell
1,297,168
-101,848
-7% -$3.39M 0.01% 1558
2021
Q1 		$53.2M Sell
1,399,016
-112,106
-7% -$4.26M 0.02% 1401
2020
Q4 		$45M Sell
1,511,122
-62,096
-4% -$1.85M 0.02% 1449
2020
Q3 		$30.9M Sell
1,573,218
-37,069
-2% -$729K 0.01% 1580
2020
Q2 		$29.8M Buy
1,610,287
+29,167
+2% +$539K 0.01% 1612
2020
Q1 		$23.2M Sell
1,581,120
-41,673
-3% -$612K 0.01% 1644
2019
Q4 		$54.2M Sell
1,622,793
-18,548
-1% -$620K 0.02% 1349
2019
Q3 		$47.4M Sell
1,641,341
-8,346
-0.5% -$241K 0.02% 1432
2019
Q2 		$48M Sell
1,649,687
-3,452
-0.2% -$100K 0.02% 1463
2019
Q1 		$41.5M Sell
1,653,139
-2,665
-0.2% -$66.9K 0.02% 1590
2018
Q4 		$33.8M Buy
1,655,804
+26,558
+2% +$542K 0.02% 1632
2018
Q3 		$61.6M Buy
1,629,246
+1,321
+0.1% +$49.9K 0.02% 1215
2018
Q2 		$61.2M Sell
1,627,925
-9,332
-0.6% -$351K 0.02% 1174
2018
Q1 		$63M Sell
1,637,257
-2,897
-0.2% -$112K 0.03% 1077
2017
Q4 		$66.7M Sell
1,640,154
-14,469
-0.9% -$588K 0.03% 1017
2017
Q3 		$48.3M Sell
1,654,623
-10,720
-0.6% -$313K 0.02% 1335
2017
Q2 		$34M Buy
1,665,343
+34,766
+2% +$710K 0.02% 1639
2017
Q1 		$40M Buy
1,630,577
+64,096
+4% +$1.57M 0.02% 1425
2016
Q4 		$36.4M Sell
1,566,481
-168,323
-10% -$3.91M 0.02% 1473
2016
Q3 		$29.1M Buy
1,734,804
+76,694
+5% +$1.29M 0.02% 1609
2016
Q2 		$31.6M Buy
1,658,110
+70,504
+4% +$1.34M 0.02% 1457
2016
Q1 		$27.8M Buy
1,587,606
+147,607
+10% +$2.59M 0.02% 1542
2015
Q4 		$25.2M Buy
1,439,999
+85,357
+6% +$1.49M 0.02% 1593
2015
Q3 		$22.7M Buy
1,354,642
+20,604
+2% +$345K 0.01% 1617
2015
Q2 		$26.6M Sell
1,334,038
-199,479
-13% -$3.98M 0.02% 1550
2015
Q1 		$38.3M Sell
1,533,517
-234,022
-13% -$5.85M 0.02% 1117
2014
Q4 		$49.7M Sell
1,767,539
-31,027
-2% -$872K 0.03% 760
2014
Q3 		$72.4M Sell
1,798,566
-35,883
-2% -$1.45M 0.05% 437
2014
Q2 		$66.7M Buy
1,834,449
+32,694
+2% +$1.19M 0.05% 506
2014
Q1 		$72.9M Buy
1,801,755
+12,727
+0.7% +$515K 0.05% 413
2013
Q4 		$53M Sell
1,789,028
-7,180
-0.4% -$213K 0.04% 572
2013
Q3 		$47.7M Sell
1,796,208
-28,938
-2% -$769K 0.04% 567
2013
Q2 		$38.5M Buy
+1,825,146
New +$38.5M 0.04% 641