Dimensional Fund Advisors

Dimensional Fund Advisors’s Holley HLLY Stock Holding History

Dimensional Fund Advisors’s Portfolio HLLY Stock Details HLLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.51M	Buy	2,447,266 +495,923	+25%	+$1.88M	﹤0.01%	2368
2025 Q4	$8.06M	Buy	1,951,343 +162,140	+9%	+$584K	﹤0.01%	2359
2025 Q3	$5.62M	Buy	1,789,203 +188,495	+12%	+$562K	﹤0.01%	2515
2025 Q2	$3.2M	Buy	1,600,708 +250,562	+19%	+$532K	﹤0.01%	2636
2025 Q1	$3.47M	Buy	1,350,146 +170,101	+14%	+$477K	﹤0.01%	2600
2024 Q4	$3.56M	Buy	1,180,045 +104,071	+10%	+$292K	﹤0.01%	2632
2024 Q3	$3.17M	Buy	1,075,974 +100,940	+10%	+$338K	﹤0.01%	2666
2024 Q2	$3.49M	Buy	975,034 +334,940	+52%	+$1.31M	﹤0.01%	2608
2024 Q1	$2.85M	Buy	640,094 +400,354	+167%	+$1.83M	﹤0.01%	2705
2023 Q4	$1.17M	Buy	239,740 +222,632	+1,301%	+$983K	﹤0.01%	2899
2023 Q3	$85.4K	Buy	17,108 +40	+0.2%	+$227	﹤0.01%	3334
2023 Q2	$69.8K	Buy	+17,068	New	+$50.9K	﹤0.01%	3374

Other funds holding HLLY

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return