Dimensional Fund Advisors’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
701,934
+122,745
| +21% | +$833K | ﹤0.01% | 2536 |
|
|
2025
Q1 | $3.19M | Buy |
579,189
+127,154
| +28% | +$699K | ﹤0.01% | 2614 |
|
|
2024
Q4 | $2.24M | Buy |
452,035
+98,591
| +28% | +$489K | ﹤0.01% | 2759 |
|
|
2024
Q3 | $2.35M | Buy |
353,444
+125,151
| +55% | +$832K | ﹤0.01% | 2749 |
|
|
2024
Q2 | $1.33M | Buy |
228,293
+57,188
| +33% | +$334K | ﹤0.01% | 2861 |
|
|
2024
Q1 | $1.19M | Buy |
171,105
+38,021
| +29% | +$263K | ﹤0.01% | 2894 |
|
|
2023
Q4 | $925K | Sell |
133,084
-2,224
| -2% | -$15.5K | ﹤0.01% | 2943 |
|
|
2023
Q3 | $727K | Buy |
135,308
+1,881
| +1% | +$10.1K | ﹤0.01% | 2980 |
|
|
2023
Q2 | $787K | Buy |
133,427
+3,012
| +2% | +$17.8K | ﹤0.01% | 2970 |
|
|
2023
Q1 | $635K | Buy |
130,415
+13,928
| +12% | +$67.8K | ﹤0.01% | 2993 |
|
|
2022
Q4 | $548 | Buy |
116,487
+10,572
| +10% | +$50 | ﹤0.01% | 3026 |
|
|
2022
Q3 | $547K | Buy |
105,915
+4,852
| +5% | +$25.1K | ﹤0.01% | 3028 |
|
|
2022
Q2 | $433K | Buy |
101,063
+12,139
| +14% | +$52K | ﹤0.01% | 3096 |
|
|
2022
Q1 | $508K | Hold |
88,924
| – | – | ﹤0.01% | 3148 |
|
|
2021
Q4 | $333K | Hold |
88,924
| – | – | ﹤0.01% | 3250 |
|
|
2021
Q3 | $469K | Sell |
88,924
-6,218
| -7% | -$32.8K | ﹤0.01% | 3201 |
|
|
2021
Q2 | $572K | Hold |
95,142
| – | – | ﹤0.01% | 3137 |
|
|
2021
Q1 | $472K | Hold |
95,142
| – | – | ﹤0.01% | 3150 |
|
|
2020
Q4 | $579K | Sell |
95,142
-42,540
| -31% | -$259K | ﹤0.01% | 3072 |
|
|
2020
Q3 | $548K | Sell |
137,682
-47,887
| -26% | -$191K | ﹤0.01% | 3041 |
|
|
2020
Q2 | $870K | Sell |
185,569
-83,008
| -31% | -$389K | ﹤0.01% | 2976 |
|
|
2020
Q1 | $1.21M | Sell |
268,577
-507
| -0.2% | -$2.28K | ﹤0.01% | 2849 |
|
|
2019
Q4 | $2.46M | Sell |
269,084
-369,592
| -58% | -$3.38M | ﹤0.01% | 2807 |
|
|
2019
Q3 | $5.37M | Sell |
638,676
-185,797
| -23% | -$1.56M | ﹤0.01% | 2572 |
|
|
2019
Q2 | $7.77M | Sell |
824,473
-3,792,405
| -82% | -$35.7M | ﹤0.01% | 2480 |
|
|
2019
Q1 | $40.7M | Sell |
4,616,878
-842,346
| -15% | -$7.42M | 0.02% | 1605 |
|
|
2018
Q4 | $49.9M | Sell |
5,459,224
-1,611,536
| -23% | -$14.7M | 0.02% | 1245 |
|
|
2018
Q3 | $77.7M | Sell |
7,070,760
-23,336
| -0.3% | -$256K | 0.03% | 946 |
|
|
2018
Q2 | $73.6M | Sell |
7,094,096
-4,132
| -0.1% | -$42.9K | 0.03% | 956 |
|
|
2018
Q1 | $111M | Sell |
7,098,228
-4,000
| -0.1% | -$62.4K | 0.05% | 552 |
|
|
2017
Q4 | $92.3M | Hold |
7,102,228
| – | – | 0.04% | 689 |
|
|
2017
Q3 | $97.3M | Buy |
7,102,228
+50,535
| +0.7% | +$692K | 0.04% | 601 |
|
|
2017
Q2 | $77.9M | Buy |
7,051,693
+3,400
| +0% | +$37.6K | 0.04% | 736 |
|
|
2017
Q1 | $85.1M | Hold |
7,048,293
| – | – | 0.04% | 631 |
|
|
2016
Q4 | $72.5M | Buy |
7,048,293
+638,699
| +10% | +$6.57M | 0.04% | 728 |
|
|
2016
Q3 | $70.1M | Hold |
6,409,594
| – | – | 0.04% | 701 |
|
|
2016
Q2 | $60.4M | Sell |
6,409,594
-375,198
| -6% | -$3.54M | 0.03% | 771 |
|
|
2016
Q1 | $58.3M | Sell |
6,784,792
-907,010
| -12% | -$7.8M | 0.03% | 749 |
|
|
2015
Q4 | $50.1M | Sell |
7,691,802
-1,460,583
| -16% | -$9.51M | 0.03% | 849 |
|
|
2015
Q3 | $60.5M | Buy |
9,152,385
+514,901
| +6% | +$3.41M | 0.04% | 632 |
|
|
2015
Q2 | $94.6M | Sell |
8,637,484
-481,843
| -5% | -$5.28M | 0.06% | 400 |
|
|
2015
Q1 | $101M | Buy |
9,119,327
+371,219
| +4% | +$4.1M | 0.06% | 359 |
|
|
2014
Q4 | $114M | Buy |
8,748,108
+696,180
| +9% | +$9.06M | 0.07% | 280 |
|
|
2014
Q3 | $112M | Sell |
8,051,928
-30,979
| -0.4% | -$430K | 0.08% | 260 |
|
|
2014
Q2 | $116M | Buy |
8,082,907
+738,320
| +10% | +$10.6M | 0.08% | 253 |
|
|
2014
Q1 | $109M | Sell |
7,344,587
-676,175
| -8% | -$10M | 0.08% | 239 |
|
|
2013
Q4 | $109M | Sell |
8,020,762
-65,157
| -0.8% | -$884K | 0.08% | 226 |
|
|
2013
Q3 | $114M | Sell |
8,085,919
-112,096
| -1% | -$1.58M | 0.1% | 191 |
|
|
2013
Q2 | $106M | Buy |
+8,198,015
| New | +$106M | 0.1% | 188 |
|