Dimensional Fund Advisors’s Inovio Pharmaceuticals INO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-37,991	Closed	-$89.1K	–	3277
2025 Q3	$89.1K	Sell	37,991 -2,465	-6%	-$4.72K	﹤0.01%	3201
2025 Q2	$82.4K	Hold	40,456	–	–	﹤0.01%	3199
2025 Q1	$66.1K	Sell	40,456 -38,623	-49%	-$77.5K	﹤0.01%	3240
2024 Q4	$145K	Sell	79,079 -51,431	-39%	-$228K	﹤0.01%	3196
2024 Q3	$754K	Buy	130,510 +55,652	+74%	+$459K	﹤0.01%	2956
2024 Q2	$605K	Buy	+74,858	New	+$788K	﹤0.01%	2997
2024 Q1	–	Sell	-5,419	Closed	-$33.2K	–	3418
2023 Q4	$33.2K	Hold	5,419	–	–	﹤0.01%	3372
2023 Q3	$25.3K	Sell	5,419 -657	-11%	-$3.63K	﹤0.01%	3430
2023 Q2	$32.6K	Sell	6,076 -56,953	-90%	-$459K	﹤0.01%	3430
2023 Q1	$620K	Sell	63,029 -15,661	-20%	-$267K	﹤0.01%	2998
2022 Q4	$1.47K	Buy	78,690 +63,810	+429%	+$1.45M	﹤0.01%	2807
2022 Q3	$308K	Buy	+14,880	New	+$381K	﹤0.01%	3157
2022 Q2	–	Sell	-1,288	Closed	-$55K	–	3497
2022 Q1	$55K	Sell	1,288 -212	-14%	-$9.55K	﹤0.01%	3452
2021 Q4	$90K	Sell	1,500 -1,108	-42%	-$88.8K	﹤0.01%	3448
2021 Q3	$224K	Buy	2,608 +870	+50%	+$87.3K	﹤0.01%	3332
2021 Q2	$193K	Buy	+1,738	New	+$167K	﹤0.01%	3342
2020 Q4	–	Sell	-62,729	Closed	-$8.73M	–	3352
2020 Q3	$8.73M	Sell	62,729 -2,111	-3%	-$440K	﹤0.01%	2251
2020 Q2	$21M	Sell	64,840 -855	-1%	-$137K	0.01%	1852
2020 Q1	$5.87M	Sell	65,695 -24,597	-27%	-$1.52M	﹤0.01%	2342
2019 Q4	$3.58M	Sell	90,292 -9,180	-9%	-$276K	﹤0.01%	2706
2019 Q3	$2.45M	Hold	99,472	–	–	﹤0.01%	2813
2019 Q2	$3.51M	Sell	99,472 -786	-0.8%	-$31.2K	﹤0.01%	2750
2019 Q1	$4.49M	Buy	100,258 +38,761	+63%	+$1.95M	﹤0.01%	2684
2018 Q4	$2.95M	Buy	61,497 +18,128	+42%	+$1.1M	﹤0.01%	2749
2018 Q3	$2.89M	Buy	43,369 +35,432	+446%	+$1.97M	﹤0.01%	2832
2018 Q2	$373K	Hold	7,937	–	–	﹤0.01%	3168
2018 Q1	$449K	Hold	7,937	–	–	﹤0.01%	3123
2017 Q4	$393K	Buy	+7,937	New	+$492K	﹤0.01%	3125
2017 Q2	–	Sell	-1,322	Closed	-$105K	–	3318
2017 Q1	$105K	Hold	1,322	–	–	﹤0.01%	3245
2016 Q4	$110K	Sell	1,322 -3,251	-71%	-$294K	﹤0.01%	3233
2016 Q3	$511K	Hold	4,573	–	–	﹤0.01%	3064
2016 Q2	$507K	Sell	4,573 -283	-6%	-$34.4K	﹤0.01%	3046
2016 Q1	$508K	Buy	+4,856	New	+$375K	﹤0.01%	3044
2014 Q2	–	Sell	-2,034	Closed	-$325K	–	3595
2014 Q1	$325K	Hold	2,034	–	–	﹤0.01%	3248
2013 Q4	$283K	Hold	2,034	–	–	﹤0.01%	3247
2013 Q3	$202K	Sell	2,034 -54	-3%	-$4.53K	﹤0.01%	3318
2013 Q2	$80K	Buy	+2,088	New	+$63.3K	﹤0.01%	3399

Other funds holding INO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors's INO Position: Q4 2025 in Review

Dimensional Fund Advisors sold out of Inovio Pharmaceuticals (INO) in Q4 2025, closing a stake of 37,991 shares — an estimated $89.1K sold.

Dimensional Fund Advisors first reported a position in INO in Q2 2013 and held it in 37 quarters. The position peaked at $21M in Q2 2020. 102 funds tracked by Wall St. Rank hold INO as of Q4 2025.

Dimensional Fund Advisors reported no remaining Inovio Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
Dimensional Fund Advisors sold 37,991 Inovio Pharmaceuticals shares in Q4 2025, an estimated $89.1K.
Dimensional Fund Advisors first reported a position in Inovio Pharmaceuticals in Q2 2013 and held it in 37 quarters.
Dimensional Fund Advisors's Inovio Pharmaceuticals position peaked at $21M in Q2 2020.
102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2025.

Based on Dimensional Fund Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.