Dimensional Fund Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.14M | Hold |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.52M | Hold |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.27M | Hold |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.15K | Hold |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.2M | Hold |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $937K | Hold |
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|
2020
Q2 | $923K | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $2.08M | Hold |
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|
2019
Q3 | $1.87M | Hold |
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|
2019
Q2 | $1.87M | Hold |
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|
2019
Q1 | $1.79M | Hold |
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|
2018
Q4 | $1.78M | Hold |
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|
2018
Q3 | $2.02M | Hold |
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|
2018
Q2 | $1.97M | Hold |
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|
2018
Q1 | $2.24M | Hold |
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|
2017
Q4 | $2.11M | Buy |
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|
2017
Q3 | $2M | Buy |
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|
2017
Q2 | $1.9M | Hold |
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|
2017
Q1 | $1.81M | Hold |
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|
2016
Q4 | $1.9M | Hold |
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|
2016
Q3 | $1.81M | Hold |
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|
2016
Q2 | $1.56M | Hold |
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|
2016
Q1 | $1.74M | Buy |
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|
2015
Q4 | $534K | Buy |
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|
2015
Q3 | $467K | Hold |
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|
2015
Q2 | $536K | Hold |
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|
2015
Q1 | $506K | Hold |
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|
2014
Q4 | $450K | Hold |
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|
2014
Q3 | $497K | Hold |
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|
2014
Q2 | $598K | Hold |
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|
2014
Q1 | $507K | Hold |
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|
2013
Q4 | $641K | Hold |
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|
2013
Q3 | $589K | Hold |
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|
2013
Q2 | $492K | Buy |
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