Dimensional Fund Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.2M | Sell |
2,307,766
-212,116
| -8% | -$7.39M | 0.02% | 1283 |
|
|
2025
Q4 | $110M | Buy |
2,519,882
+203,478
| +9% | +$9.51M | 0.02% | 1003 |
|
|
2025
Q3 | $117M | Buy |
2,316,404
+56,147
| +2% | +$2.97M | 0.03% | 937 |
|
|
2025
Q2 | $124M | Sell |
2,260,257
-22,195
| -1% | -$1.28M | 0.03% | 847 |
|
|
2025
Q1 | $125M | Sell |
2,282,452
-52,901
| -2% | -$2.83M | 0.03% | 793 |
|
|
2024
Q4 | $123M | Buy |
2,335,353
+30,244
| +1% | +$1.78M | 0.03% | 856 |
|
|
2024
Q3 | $146M | Sell |
2,305,109
-179,308
| -7% | -$10.7M | 0.04% | 711 |
|
|
2024
Q2 | $135M | Buy |
2,484,417
+23,792
| +1% | +$1.18M | 0.04% | 707 |
|
|
2024
Q1 | $121M | Sell |
2,460,625
-9,073
| -0.4% | -$431K | 0.03% | 807 |
|
|
2023
Q4 | $119M | Buy |
2,469,698
+79,759
| +3% | +$3.55M | 0.03% | 757 |
|
|
2023
Q3 | $103M | Buy |
2,389,939
+159,048
| +7% | +$5.87M | 0.03% | 768 |
|
|
2023
Q2 | $71.1M | Buy |
2,230,891
+60,462
| +3% | +$1.95M | 0.02% | 1085 |
|
|
2023
Q1 | $76.5M | Buy |
2,170,429
+77,897
| +4% | +$2.88M | 0.03% | 1009 |
|
|
2022
Q4 | $76.4K | Sell |
2,092,532
-55,756
| -3% | -$2.27M | 0.02% | 971 |
|
|
2022
Q3 | $91.4M | Buy |
2,148,288
+147,300
| +7% | +$6.23M | 0.04% | 765 |
|
|
2022
Q2 | $70.7M | Buy |
2,000,988
+112,893
| +6% | +$3.49M | 0.03% | 997 |
|
|
2022
Q1 | $49.2M | Buy |
1,888,095
+26,323
| +1% | +$639K | 0.02% | 1421 |
|
|
2021
Q4 | $43.9M | Buy |
1,861,772
+4,082
| +0.2% | +$99K | 0.01% | 1501 |
|
|
2021
Q3 | $46.4M | Buy |
1,857,690
+332,353
| +22% | +$8.28M | 0.02% | 1467 |
|
|
2021
Q2 | $35.8M | Sell |
1,525,337
-107,710
| -7% | -$2.55M | 0.01% | 1701 |
|
|
2021
Q1 | $35.6M | Buy |
1,633,047
+6,058
| +0.4% | +$114K | 0.01% | 1695 |
|
|
2020
Q4 | $25.8M | Sell |
1,626,989
-4,034
| -0.2% | -$69.7K | 0.01% | 1844 |
|
|
2020
Q3 | $26.6M | Sell |
1,631,023
-311,282
| -16% | -$4.58M | 0.01% | 1686 |
|
|
2020
Q2 | $27.7M | Buy |
1,942,305
+289,938
| +18% | +$4.58M | 0.01% | 1674 |
|
|
2020
Q1 | $23.3M | Buy |
1,652,367
+54,129
| +3% | +$1.13M | 0.01% | 1642 |
|
|
2019
Q4 | $37.5M | Buy |
1,598,238
+10,563
| +0.7% | +$254K | 0.01% | 1675 |
|
|
2019
Q3 | $37.5M | Buy |
1,587,675
+195,503
| +14% | +$5.17M | 0.01% | 1622 |
|
|
2019
Q2 | $40.8M | Buy |
1,392,172
+14,706
| +1% | +$395K | 0.02% | 1600 |
|
|
2019
Q1 | $33M | Buy |
1,377,466
+62,737
| +5% | +$1.54M | 0.01% | 1763 |
|
|
2018
Q4 | $33.4M | Buy |
1,314,729
+34,485
| +3% | +$921K | 0.02% | 1646 |
|
|
2018
Q3 | $33M | Buy |
1,280,244
+96,929
| +8% | +$2.46M | 0.01% | 1829 |
|
|
2018
Q2 | $27M | Buy |
1,183,315
+10,824
| +0.9% | +$287K | 0.01% | 1943 |
|
|
2018
Q1 | $29.8M | Sell |
1,172,491
-1,643
| -0.1% | -$43.2K | 0.01% | 1821 |
|
|
2017
Q4 | $30.8M | Buy |
1,174,134
+32,854
| +3% | +$853K | 0.01% | 1805 |
|
|
2017
Q3 | $30.2M | Buy |
1,141,280
+62,876
| +6% | +$1.83M | 0.01% | 1779 |
|
|
2017
Q2 | $33.3M | Buy |
1,078,404
+50,418
| +5% | +$1.32M | 0.02% | 1652 |
|
|
2017
Q1 | $23.9M | Buy |
1,027,986
+42,353
| +4% | +$947K | 0.01% | 1883 |
|
|
2016
Q4 | $22.7M | Buy |
985,633
+286,647
| +41% | +$6.55M | 0.01% | 1884 |
|
|
2016
Q3 | $16.2M | Buy |
698,986
+18,513
| +3% | +$433K | 0.01% | 2046 |
|
|
2016
Q2 | $15.7M | Sell |
680,473
-70,072
| -9% | -$1.56M | 0.01% | 2002 |
|
|
2016
Q1 | $19.8M | Sell |
750,545
-39,017
| -5% | -$1.23M | 0.01% | 1820 |
|
|
2015
Q4 | $26.3M | Buy |
789,562
+30,556
| +4% | +$1.09M | 0.02% | 1533 |
|
|
2015
Q3 | $27.5M | Buy |
759,006
+46,268
| +6% | +$1.57M | 0.02% | 1429 |
|
|
2015
Q2 | $21.1M | Buy |
712,738
+77,290
| +12% | +$2.42M | 0.01% | 1800 |
|
|
2015
Q1 | $20.4M | Buy |
635,448
+24,715
| +4% | +$828K | 0.01% | 1777 |
|
|
2014
Q4 | $20.6M | Buy |
610,733
+35,031
| +6% | +$1.12M | 0.01% | 1722 |
|
|
2014
Q3 | $17.9M | Buy |
575,702
+8,666
| +2% | +$283K | 0.01% | 1754 |
|
|
2014
Q2 | $19M | Buy |
567,036
+184,022
| +48% | +$5.48M | 0.01% | 1704 |
|
|
2014
Q1 | $11.6M | Buy |
383,014
+20,880
| +6% | +$627K | 0.01% | 2070 |
|
|
2013
Q4 | $10.5M | Buy |
362,134
+8,446
| +2% | +$240K | 0.01% | 2121 |
|
|
2013
Q3 | $9.43M | Buy |
353,688
+25,405
| +8% | +$739K | 0.01% | 2144 |
|
|
2013
Q2 | $9.11M | Buy |
+328,283
| New | +$9.37M | 0.01% | 2086 |
|
Other funds holding HRB
VPM
VCM
