Dimensional Fund Advisors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
616,851
+68,573
| +13% | +$1.6M | ﹤0.01% | 2133 |
|
|
2025
Q4 | $13.8M | Sell |
548,278
-17,808
| -3% | -$501K | ﹤0.01% | 2163 |
|
|
2025
Q3 | $18.4M | Buy |
566,086
+11,433
| +2% | +$345K | ﹤0.01% | 2027 |
|
|
2025
Q2 | $15.2M | Buy |
554,653
+39,611
| +8% | +$993K | ﹤0.01% | 2084 |
|
|
2025
Q1 | $12.7M | Buy |
515,042
+16,119
| +3% | +$408K | ﹤0.01% | 2148 |
|
|
2024
Q4 | $11.5M | Buy |
498,923
+11,270
| +2% | +$264K | ﹤0.01% | 2255 |
|
|
2024
Q3 | $10.4M | Buy |
487,653
+3,159
| +0.7% | +$70.9K | ﹤0.01% | 2293 |
|
|
2024
Q2 | $10.7M | Buy |
484,494
+13,880
| +3% | +$293K | ﹤0.01% | 2233 |
|
|
2024
Q1 | $10.8M | Sell |
470,614
-4,559
| -1% | -$94.7K | ﹤0.01% | 2280 |
|
|
2023
Q4 | $10.1M | Sell |
475,173
-9,156
| -2% | -$184K | ﹤0.01% | 2315 |
|
|
2023
Q3 | $10.2M | Buy |
484,329
+8,350
| +2% | +$193K | ﹤0.01% | 2240 |
|
|
2023
Q2 | $10.9M | Buy |
475,979
+10,275
| +2% | +$240K | ﹤0.01% | 2225 |
|
|
2023
Q1 | $11.4M | Buy |
465,704
+55,978
| +14% | +$1.47M | ﹤0.01% | 2173 |
|
|
2022
Q4 | $9.97K | Buy |
409,726
+32,190
| +9% | +$726K | ﹤0.01% | 2203 |
|
|
2022
Q3 | $7.56M | Buy |
377,536
+71,891
| +24% | +$1.75M | ﹤0.01% | 2272 |
|
|
2022
Q2 | $7.65M | Buy |
305,645
+44,459
| +17% | +$1.12M | ﹤0.01% | 2313 |
|
|
2022
Q1 | $7.28M | Buy |
261,186
+57,078
| +28% | +$1.41M | ﹤0.01% | 2417 |
|
|
2021
Q4 | $4.65M | Buy |
204,108
+8,248
| +4% | +$185K | ﹤0.01% | 2581 |
|
|
2021
Q3 | $4.74M | Buy |
195,860
+3,715
| +2% | +$107K | ﹤0.01% | 2604 |
|
|
2021
Q2 | $5.81M | Buy |
192,145
+36,553
| +23% | +$1.16M | ﹤0.01% | 2561 |
|
|
2021
Q1 | $4.84M | Buy |
155,592
+18,913
| +14% | +$603K | ﹤0.01% | 2596 |
|
|
2020
Q4 | $4.54M | Buy |
136,679
+5,777
| +4% | +$155K | ﹤0.01% | 2556 |
|
|
2020
Q3 | $3.31M | Sell |
130,902
-940
| -0.7% | -$25.2K | ﹤0.01% | 2587 |
|
|
2020
Q2 | $3.99M | Buy |
131,842
+5,996
| +5% | +$152K | ﹤0.01% | 2550 |
|
|
2020
Q1 | $2.4M | Buy |
125,846
+3,324
| +3% | +$93.6K | ﹤0.01% | 2660 |
|
|
2019
Q4 | $3.46M | Sell |
122,522
-1,400
| -1% | -$33K | ﹤0.01% | 2720 |
|
|
2019
Q3 | $2.49M | Buy |
123,922
+24,642
| +25% | +$606K | ﹤0.01% | 2810 |
|
|
2019
Q2 | $2.92M | Buy |
99,280
+54,888
| +124% | +$1.36M | ﹤0.01% | 2799 |
|
|
2019
Q1 | $1.07M | Buy |
+44,392
| New | +$1.03M | ﹤0.01% | 3018 |
|
Other funds holding IIIV
GCM
AC
PAIM
NRCM
CC
VCM
RIM
