Dimensional Fund Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
602,584
-82,622
| -12% | -$14.5M | 0.02% | 959 |
|
|
2025
Q1 | $124M | Buy |
685,206
+44,489
| +7% | +$8.05M | 0.03% | 801 |
|
|
2024
Q4 | $134M | Buy |
640,717
+73,540
| +13% | +$15.4M | 0.03% | 783 |
|
|
2024
Q3 | $122M | Buy |
567,177
+96,505
| +21% | +$20.7M | 0.03% | 864 |
|
|
2024
Q2 | $94.7M | Buy |
470,672
+78,551
| +20% | +$15.8M | 0.02% | 1001 |
|
|
2024
Q1 | $95.7M | Buy |
392,121
+22,853
| +6% | +$5.58M | 0.03% | 974 |
|
|
2023
Q4 | $80.2M | Buy |
369,268
+20,785
| +6% | +$4.51M | 0.02% | 1086 |
|
|
2023
Q3 | $72.5M | Buy |
348,483
+1,760
| +0.5% | +$366K | 0.02% | 1055 |
|
|
2023
Q2 | $74.6M | Buy |
346,723
+4,709
| +1% | +$1.01M | 0.02% | 1052 |
|
|
2023
Q1 | $79M | Sell |
342,014
-8,000
| -2% | -$1.85M | 0.03% | 989 |
|
|
2022
Q4 | $79.9K | Sell |
350,014
-1,495
| -0.4% | -$341 | 0.02% | 946 |
|
|
2022
Q3 | $70.3M | Buy |
351,509
+3,700
| +1% | +$739K | 0.03% | 953 |
|
|
2022
Q2 | $63.2M | Sell |
347,809
-3,067
| -0.9% | -$557K | 0.02% | 1090 |
|
|
2022
Q1 | $67.3M | Buy |
350,876
+766
| +0.2% | +$147K | 0.02% | 1154 |
|
|
2021
Q4 | $82.7M | Sell |
350,110
-12,486
| -3% | -$2.95M | 0.03% | 1037 |
|
|
2021
Q3 | $75.1M | Sell |
362,596
-9,372
| -3% | -$1.94M | 0.02% | 1071 |
|
|
2021
Q2 | $81.9M | Sell |
371,968
-11,034
| -3% | -$2.43M | 0.03% | 1020 |
|
|
2021
Q1 | $80.2M | Buy |
383,002
+2,172
| +0.6% | +$455K | 0.03% | 1024 |
|
|
2020
Q4 | $75.9M | Buy |
380,830
+12,397
| +3% | +$2.47M | 0.03% | 1005 |
|
|
2020
Q3 | $67.2M | Sell |
368,433
-18,010
| -5% | -$3.28M | 0.03% | 931 |
|
|
2020
Q2 | $61.1M | Buy |
386,443
+1,739
| +0.5% | +$275K | 0.03% | 1021 |
|
|
2020
Q1 | $53.1M | Buy |
384,704
+9,584
| +3% | +$1.32M | 0.03% | 981 |
|
|
2019
Q4 | $64.5M | Sell |
375,120
-37
| -0% | -$6.36K | 0.02% | 1180 |
|
|
2019
Q3 | $61.5M | Buy |
375,157
+23,121
| +7% | +$3.79M | 0.02% | 1190 |
|
|
2019
Q2 | $60.6M | Buy |
352,036
+4,572
| +1% | +$787K | 0.02% | 1218 |
|
|
2019
Q1 | $52.7M | Buy |
347,464
+3,741
| +1% | +$568K | 0.02% | 1348 |
|
|
2018
Q4 | $43.4M | Buy |
343,723
+19,354
| +6% | +$2.44M | 0.02% | 1406 |
|
|
2018
Q3 | $48.9M | Buy |
324,369
+3,945
| +1% | +$594K | 0.02% | 1484 |
|
|
2018
Q2 | $43.7M | Buy |
320,424
+675
| +0.2% | +$92.1K | 0.02% | 1563 |
|
|
2018
Q1 | $45.6M | Sell |
319,749
-11,356
| -3% | -$1.62M | 0.02% | 1450 |
|
|
2017
Q4 | $43.7M | Sell |
331,105
-50,888
| -13% | -$6.72M | 0.02% | 1501 |
|
|
2017
Q3 | $46.4M | Buy |
381,993
+3,092
| +0.8% | +$376K | 0.02% | 1377 |
|
|
2017
Q2 | $42.8M | Buy |
378,901
+1,597
| +0.4% | +$180K | 0.02% | 1413 |
|
|
2017
Q1 | $35.3M | Buy |
377,304
+5,634
| +2% | +$527K | 0.02% | 1550 |
|
|
2016
Q4 | $33.5M | Sell |
371,670
-169
| -0% | -$15.2K | 0.02% | 1547 |
|
|
2016
Q3 | $34.8M | Sell |
371,839
-31,590
| -8% | -$2.96M | 0.02% | 1439 |
|
|
2016
Q2 | $33.1M | Sell |
403,429
-38,876
| -9% | -$3.19M | 0.02% | 1402 |
|
|
2016
Q1 | $36.7M | Buy |
442,305
+4,438
| +1% | +$368K | 0.02% | 1265 |
|
|
2015
Q4 | $33.5M | Buy |
437,867
+11,340
| +3% | +$869K | 0.02% | 1282 |
|
|
2015
Q3 | $30.4M | Sell |
426,527
-13,108
| -3% | -$935K | 0.02% | 1331 |
|
|
2015
Q2 | $34.5M | Buy |
439,635
+27,704
| +7% | +$2.18M | 0.02% | 1280 |
|
|
2015
Q1 | $31.2M | Buy |
411,931
+51,692
| +14% | +$3.92M | 0.02% | 1340 |
|
|
2014
Q4 | $28M | Buy |
360,239
+49,127
| +16% | +$3.82M | 0.02% | 1379 |
|
|
2014
Q3 | $22.5M | Buy |
311,112
+1,997
| +0.6% | +$145K | 0.02% | 1501 |
|
|
2014
Q2 | $25M | Sell |
309,115
-402
| -0.1% | -$32.5K | 0.02% | 1415 |
|
|
2014
Q1 | $22.6M | Sell |
309,517
-1,322
| -0.4% | -$96.3K | 0.02% | 1452 |
|
|
2013
Q4 | $23M | Sell |
310,839
-6,265
| -2% | -$463K | 0.02% | 1391 |
|
|
2013
Q3 | $20.7M | Sell |
317,104
-1,352
| -0.4% | -$88.2K | 0.02% | 1383 |
|
|
2013
Q2 | $17.1M | Buy |
+318,456
| New | +$17.1M | 0.02% | 1470 |
|