Dimensional Fund Advisors’s Jefferies Financial Group JEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110M	Buy	2,666,097 +58,585	+2%	+$3.04M	0.02%	1001
2025 Q4	$162M	Buy	2,607,512 +29,092	+1%	+$1.67M	0.03%	720
2025 Q3	$169M	Sell	2,578,420 -354,322	-12%	-$21.6M	0.04%	661
2025 Q2	$160M	Buy	2,932,742 +319,226	+12%	+$15.8M	0.04%	655
2025 Q1	$140M	Sell	2,613,516 -523,941	-17%	-$35.6M	0.03%	703
2024 Q4	$246M	Sell	3,137,457 -587,422	-16%	-$42.3M	0.06%	375
2024 Q3	$229M	Sell	3,724,879 -507,401	-12%	-$28.8M	0.06%	415
2024 Q2	$211M	Buy	4,232,280 +76,327	+2%	+$3.43M	0.06%	416
2024 Q1	$183M	Sell	4,155,953 -249,913	-6%	-$10.4M	0.05%	491
2023 Q4	$178M	Buy	4,405,866 +51,633	+1%	+$1.83M	0.05%	472
2023 Q3	$160M	Buy	4,354,233 +43,022	+1%	+$1.54M	0.05%	462
2023 Q2	$143M	Buy	4,311,211 +13,743	+0.3%	+$429K	0.05%	539
2023 Q1	$136M	Sell	4,297,468 -240,033	-5%	-$8.67M	0.05%	562
2022 Q4	$149K	Buy	4,537,501 +153,036	+3%	+$5.09M	0.04%	489
2022 Q3	$124M	Buy	4,384,465 +53,256	+1%	+$1.61M	0.05%	534
2022 Q2	$114M	Buy	4,331,209 +243,434	+6%	+$7.2M	0.04%	622
2022 Q1	$128M	Buy	4,087,775 +163,307	+4%	+$5.54M	0.04%	650
2021 Q4	$146M	Buy	3,924,468 +38,439	+1%	+$1.48M	0.04%	580
2021 Q3	$138M	Sell	3,886,029 -44,649	-1%	-$1.49M	0.04%	576
2021 Q2	$129M	Sell	3,930,678 -5,278	-0.1%	-$161K	0.04%	632
2021 Q1	$113M	Sell	3,935,956 -97,255	-2%	-$2.65M	0.04%	724
2020 Q4	$94.8M	Buy	4,033,211 +208,982	+5%	+$4.39M	0.03%	782
2020 Q3	$65.8M	Buy	3,824,229 +246,705	+7%	+$4.04M	0.03%	947
2020 Q2	$53.2M	Sell	3,577,524 -215,869	-6%	-$2.89M	0.02%	1152
2020 Q1	$49.6M	Sell	3,793,393 -109,776	-3%	-$2.1M	0.03%	1032
2019 Q4	$79.7M	Buy	3,903,169 +7,407	+0.2%	+$140K	0.03%	937
2019 Q3	$68.5M	Buy	3,895,762 +329,399	+9%	+$5.86M	0.03%	1044
2019 Q2	$61.4M	Buy	3,566,363 +258,305	+8%	+$4.43M	0.02%	1200
2019 Q1	$55.6M	Buy	3,308,058 +349,269	+12%	+$6.17M	0.02%	1287
2018 Q4	$46M	Buy	2,958,789 +402,109	+16%	+$7.36M	0.02%	1353
2018 Q3	$50.3M	Buy	2,556,680 +192,499	+8%	+$4.01M	0.02%	1455
2018 Q2	$48.1M	Buy	2,364,181 +69,640	+3%	+$1.46M	0.02%	1470
2018 Q1	$46.7M	Buy	2,294,541 +58,047	+3%	+$1.32M	0.02%	1426
2017 Q4	$53M	Buy	2,236,494 +7,156	+0.3%	+$165K	0.02%	1285
2017 Q3	$50.4M	Buy	2,229,338 +35,384	+2%	+$793K	0.02%	1293
2017 Q2	$51.4M	Sell	2,193,954 -53,674	-2%	-$1.22M	0.02%	1211
2017 Q1	$52.3M	Sell	2,247,628 -30,580	-1%	-$684K	0.03%	1134
2016 Q4	$47.4M	Sell	2,278,208 -28,153	-1%	-$526K	0.02%	1187
2016 Q3	$39.3M	Buy	2,306,361 +1,907	+0.1%	+$31.6K	0.02%	1298
2016 Q2	$35.7M	Buy	2,304,454 +287,370	+14%	+$4.39M	0.02%	1328
2016 Q1	$29.2M	Buy	2,017,084 +34,823	+2%	+$490K	0.02%	1491
2015 Q4	$30.9M	Buy	1,982,261 +25,320	+1%	+$423K	0.02%	1365
2015 Q3	$35.5M	Buy	1,956,941 +32,133	+2%	+$645K	0.02%	1168
2015 Q2	$41.8M	Buy	1,924,808 +74,819	+4%	+$1.6M	0.03%	1052
2015 Q1	$36.9M	Buy	1,849,989 +19,503	+1%	+$403K	0.02%	1155
2014 Q4	$36.7M	Buy	1,830,486 +30,486	+2%	+$629K	0.02%	1090
2014 Q3	$38.4M	Sell	1,800,000 -313,764	-15%	-$7.07M	0.03%	925
2014 Q2	$49.6M	Sell	2,113,764 -21,708	-1%	-$504K	0.03%	715
2014 Q1	$53.5M	Buy	2,135,472 +90,083	+4%	+$2.22M	0.04%	608
2013 Q4	$51.9M	Buy	2,045,389 +1,613	+0.1%	+$40.8K	0.04%	585
2013 Q3	$49.8M	Buy	2,043,776 +81,617	+4%	+$1.95M	0.04%	534
2013 Q2	$46M	Buy	+1,962,159	New	+$51.6M	0.04%	536