Dimensional Fund Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222M | Sell |
1,409,556
-19,005
| -1% | -$3M | 0.05% | 448 |
|
|
2025
Q1 | $252M | Buy |
1,428,561
+40,699
| +3% | +$7.18M | 0.06% | 349 |
|
|
2024
Q4 | $273M | Buy |
1,387,862
+214,046
| +18% | +$42.1M | 0.07% | 324 |
|
|
2024
Q3 | $278M | Sell |
1,173,816
-23,268
| -2% | -$5.51M | 0.07% | 315 |
|
|
2024
Q2 | $253M | Buy |
1,197,084
+60,827
| +5% | +$12.9M | 0.07% | 328 |
|
|
2024
Q1 | $287M | Buy |
1,136,257
+31,475
| +3% | +$7.96M | 0.08% | 248 |
|
|
2023
Q4 | $256M | Buy |
1,104,782
+85,428
| +8% | +$19.8M | 0.07% | 272 |
|
|
2023
Q3 | $201M | Buy |
1,019,354
+26,664
| +3% | +$5.25M | 0.07% | 325 |
|
|
2023
Q2 | $223M | Buy |
992,690
+112,409
| +13% | +$25.3M | 0.07% | 289 |
|
|
2023
Q1 | $175M | Buy |
880,281
+92,304
| +12% | +$18.4M | 0.06% | 380 |
|
|
2022
Q4 | $161K | Buy |
787,977
+118,951
| +18% | +$24.4K | 0.05% | 435 |
|
|
2022
Q3 | $121M | Buy |
669,026
+45,338
| +7% | +$8.21M | 0.05% | 553 |
|
|
2022
Q2 | $135M | Buy |
623,688
+5,949
| +1% | +$1.29M | 0.05% | 498 |
|
|
2022
Q1 | $143M | Sell |
617,739
-42,996
| -7% | -$9.94M | 0.04% | 573 |
|
|
2021
Q4 | $186M | Sell |
660,735
-215,080
| -25% | -$60.7M | 0.06% | 422 |
|
|
2021
Q3 | $210M | Sell |
875,815
-31,909
| -4% | -$7.64M | 0.07% | 324 |
|
|
2021
Q2 | $220M | Sell |
907,724
-113,649
| -11% | -$27.5M | 0.07% | 304 |
|
|
2021
Q1 | $197M | Buy |
1,021,373
+29,882
| +3% | +$5.77M | 0.07% | 337 |
|
|
2020
Q4 | $178M | Buy |
991,491
+43,429
| +5% | +$7.78M | 0.06% | 330 |
|
|
2020
Q3 | $149M | Buy |
948,062
+15,806
| +2% | +$2.49M | 0.06% | 314 |
|
|
2020
Q2 | $132M | Sell |
932,256
-34,640
| -4% | -$4.91M | 0.06% | 372 |
|
|
2020
Q1 | $104M | Sell |
966,896
-3,958
| -0.4% | -$427K | 0.05% | 389 |
|
|
2019
Q4 | $150M | Sell |
970,854
-90,654
| -9% | -$14M | 0.05% | 429 |
|
|
2019
Q3 | $159M | Sell |
1,061,508
-270,077
| -20% | -$40.3M | 0.06% | 352 |
|
|
2019
Q2 | $214M | Sell |
1,331,585
-65,640
| -5% | -$10.6M | 0.08% | 192 |
|
|
2019
Q1 | $201M | Sell |
1,397,225
-61,314
| -4% | -$8.82M | 0.08% | 209 |
|
|
2018
Q4 | $169M | Buy |
1,458,539
+136,768
| +10% | +$15.9M | 0.08% | 229 |
|
|
2018
Q3 | $172M | Buy |
1,321,771
+111,645
| +9% | +$14.5M | 0.07% | 300 |
|
|
2018
Q2 | $121M | Sell |
1,210,126
-3,948
| -0.3% | -$394K | 0.05% | 507 |
|
|
2018
Q1 | $119M | Buy |
1,214,074
+341,692
| +39% | +$33.5M | 0.05% | 501 |
|
|
2017
Q4 | $85.4M | Buy |
872,382
+79,613
| +10% | +$7.79M | 0.04% | 743 |
|
|
2017
Q3 | $75.4M | Buy |
792,769
+51,110
| +7% | +$4.86M | 0.03% | 817 |
|
|
2017
Q2 | $66.4M | Buy |
741,659
+132,031
| +22% | +$11.8M | 0.03% | 898 |
|
|
2017
Q1 | $49.1M | Buy |
609,628
+186,027
| +44% | +$15M | 0.02% | 1210 |
|
|
2016
Q4 | $32.2M | Buy |
423,601
+206,645
| +95% | +$15.7M | 0.02% | 1579 |
|
|
2016
Q3 | $17.6M | Buy |
216,956
+8,029
| +4% | +$651K | 0.01% | 2008 |
|
|
2016
Q2 | $13.6M | Buy |
208,927
+2,083
| +1% | +$136K | 0.01% | 2084 |
|
|
2016
Q1 | $13.5M | Buy |
206,844
+4,059
| +2% | +$264K | 0.01% | 2066 |
|
|
2015
Q4 | $13.9M | Buy |
202,785
+10,804
| +6% | +$742K | 0.01% | 2046 |
|
|
2015
Q3 | $13.4M | Buy |
191,981
+14,981
| +8% | +$1.04M | 0.01% | 2045 |
|
|
2015
Q2 | $12.9M | Buy |
177,000
+73,730
| +71% | +$5.35M | 0.01% | 2130 |
|
|
2015
Q1 | $6.92M | Buy |
103,270
+33,673
| +48% | +$2.26M | ﹤0.01% | 2415 |
|
|
2014
Q4 | $4.1M | Buy |
69,597
+28,760
| +70% | +$1.69M | ﹤0.01% | 2629 |
|
|
2014
Q3 | $2.28M | Buy |
40,837
+38,185
| +1,440% | +$2.13M | ﹤0.01% | 2807 |
|
|
2014
Q2 | $141K | Buy |
+2,652
| New | +$141K | ﹤0.01% | 3342 |
|