Dimensional Fund Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $193M | Buy |
849,649
+34,120
| +4% | +$7.22M | 0.03% | 677 |
|
|
2026
Q1 | $155M | Buy |
815,529
+31,175
| +4% | +$6.15M | 0.03% | 755 |
|
|
2025
Q4 | $140M | Buy |
784,354
+164,179
| +26% | +$28.1M | 0.03% | 813 |
|
|
2025
Q3 | $101M | Buy |
620,175
+17,591
| +3% | +$2.97M | 0.02% | 1054 |
|
|
2025
Q2 | $106M | Sell |
602,584
-82,622
| -12% | -$14.6M | 0.02% | 959 |
|
|
2025
Q1 | $124M | Buy |
685,206
+44,489
| +7% | +$8.86M | 0.03% | 801 |
|
|
2024
Q4 | $134M | Buy |
640,717
+73,540
| +13% | +$16.1M | 0.03% | 783 |
|
|
2024
Q3 | $122M | Buy |
567,177
+96,505
| +21% | +$19.5M | 0.03% | 864 |
|
|
2024
Q2 | $94.7M | Buy |
470,672
+78,551
| +20% | +$17.2M | 0.02% | 1001 |
|
|
2024
Q1 | $95.7M | Buy |
392,121
+22,853
| +6% | +$5.16M | 0.03% | 974 |
|
|
2023
Q4 | $80.2M | Buy |
369,268
+20,785
| +6% | +$4.19M | 0.02% | 1086 |
|
|
2023
Q3 | $72.5M | Buy |
348,483
+1,760
| +0.5% | +$382K | 0.02% | 1055 |
|
|
2023
Q2 | $74.6M | Buy |
346,723
+4,709
| +1% | +$990K | 0.02% | 1052 |
|
|
2023
Q1 | $79M | Buy |
+342,014
| New | +$77.6M | 0.03% | 989 |
|
|
2022
Q3 | $70.3M | Buy |
351,509
+3,700
| +1% | +$748K | 0.03% | 953 |
|
|
2022
Q2 | $63.2M | Sell |
347,809
-3,067
| -0.9% | -$578K | 0.02% | 1090 |
|
|
2022
Q1 | $67.3M | Buy |
350,876
+766
| +0.2% | +$155K | 0.02% | 1154 |
|
|
2021
Q4 | $82.7M | Sell |
350,110
-12,486
| -3% | -$2.84M | 0.03% | 1037 |
|
|
2021
Q3 | $75.1M | Sell |
362,596
-9,372
| -3% | -$2.08M | 0.02% | 1071 |
|
|
2021
Q2 | $81.9M | Sell |
371,968
-11,034
| -3% | -$2.44M | 0.03% | 1020 |
|
|
2021
Q1 | $80.2M | Buy |
383,002
+2,172
| +0.6% | +$431K | 0.03% | 1024 |
|
|
2020
Q4 | $75.9M | Buy |
380,830
+12,397
| +3% | +$2.36M | 0.03% | 1005 |
|
|
2020
Q3 | $67.2M | Sell |
368,433
-18,010
| -5% | -$3.12M | 0.03% | 931 |
|
|
2020
Q2 | $61.1M | Buy |
386,443
+1,739
| +0.5% | +$266K | 0.03% | 1021 |
|
|
2020
Q1 | $53.1M | Buy |
384,704
+9,584
| +3% | +$1.5M | 0.03% | 981 |
|
|
2019
Q4 | $64.5M | Sell |
375,120
-37
| -0% | -$5.99K | 0.02% | 1180 |
|
|
2019
Q3 | $61.5M | Buy |
375,157
+23,121
| +7% | +$3.84M | 0.02% | 1190 |
|
|
2019
Q2 | $60.6M | Buy |
352,036
+4,572
| +1% | +$718K | 0.02% | 1218 |
|
|
2019
Q1 | $52.7M | Buy |
347,464
+3,741
| +1% | +$529K | 0.02% | 1348 |
|
|
2018
Q4 | $43.4M | Buy |
343,723
+19,354
| +6% | +$2.59M | 0.02% | 1406 |
|
|
2018
Q3 | $48.9M | Buy |
324,369
+3,945
| +1% | +$588K | 0.02% | 1484 |
|
|
2018
Q2 | $43.7M | Buy |
320,424
+675
| +0.2% | +$94.3K | 0.02% | 1563 |
|
|
2018
Q1 | $45.6M | Sell |
319,749
-11,356
| -3% | -$1.59M | 0.02% | 1450 |
|
|
2017
Q4 | $43.7M | Sell |
331,105
-50,888
| -13% | -$6.55M | 0.02% | 1501 |
|
|
2017
Q3 | $46.4M | Buy |
381,993
+3,092
| +0.8% | +$361K | 0.02% | 1377 |
|
|
2017
Q2 | $42.8M | Buy |
378,901
+1,597
| +0.4% | +$168K | 0.02% | 1413 |
|
|
2017
Q1 | $35.3M | Buy |
377,304
+5,634
| +2% | +$518K | 0.02% | 1550 |
|
|
2016
Q4 | $33.5M | Sell |
371,670
-169
| -0% | -$15.3K | 0.02% | 1547 |
|
|
2016
Q3 | $34.8M | Sell |
371,839
-31,590
| -8% | -$2.85M | 0.02% | 1439 |
|
|
2016
Q2 | $33.1M | Sell |
403,429
-38,876
| -9% | -$3.23M | 0.02% | 1402 |
|
|
2016
Q1 | $36.7M | Buy |
442,305
+4,438
| +1% | +$333K | 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% | -$966K | 0.02% | 1331 |
|
|
2015
Q2 | $34.5M | Buy |
439,635
+27,704
| +7% | +$2.15M | 0.02% | 1280 |
|
|
2015
Q1 | $31.2M | Buy |
411,931
+51,692
| +14% | +$3.89M | 0.02% | 1340 |
|
|
2014
Q4 | $28M | Buy |
360,239
+49,127
| +16% | +$3.66M | 0.02% | 1379 |
|
|
2014
Q3 | $22.5M | Buy |
311,112
+1,997
| +0.6% | +$154K | 0.02% | 1501 |
|
|
2014
Q2 | $25M | Sell |
309,115
-402
| -0.1% | -$30.4K | 0.02% | 1415 |
|
|
2014
Q1 | $22.6M | Sell |
309,517
-1,322
| -0.4% | -$96.2K | 0.02% | 1452 |
|
|
2013
Q4 | $23M | Sell |
310,839
-6,265
| -2% | -$435K | 0.02% | 1391 |
|
|
2013
Q3 | $20.7M | Sell |
317,104
-1,352
| -0.4% | -$81.7K | 0.02% | 1383 |
|
|
2013
Q2 | $17.1M | Buy |
+318,456
| New | +$17M | 0.02% | 1470 |
|
Other funds holding IEX
Dimensional Fund Advisors's IEX Position: Q2 2026 in Review
Dimensional Fund Advisors increased its IDEX (IEX) stake by 4.2% in Q2 2026, buying an estimated $7.22M and bringing the position to 849,649 shares worth $193M. The position accounts for 0.03% of the portfolio, ranked #677.
Dimensional Fund Advisors first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Dimensional Fund Advisors held 849,649 shares of IDEX worth $193M as of Q2 2026.
- Dimensional Fund Advisors bought 34,120 IDEX shares in Q2 2026, an estimated $7.22M.
- IDEX made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #677 holding.
- Dimensional Fund Advisors first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
- 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.