Dimensional Fund Advisors’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
730,841
-18,517
| -2% | -$398K | ﹤0.01% | 2073 |
|
|
2025
Q1 | $18.5M | Buy |
749,358
+77,390
| +12% | +$1.91M | ﹤0.01% | 1985 |
|
|
2024
Q4 | $15.6M | Buy |
671,968
+152,681
| +29% | +$3.54M | ﹤0.01% | 2108 |
|
|
2024
Q3 | $14.1M | Buy |
519,287
+50,236
| +11% | +$1.36M | ﹤0.01% | 2151 |
|
|
2024
Q2 | $13.5M | Sell |
469,051
-37,769
| -7% | -$1.09M | ﹤0.01% | 2131 |
|
|
2024
Q1 | $14.8M | Buy |
506,820
+17,017
| +3% | +$496K | ﹤0.01% | 2147 |
|
|
2023
Q4 | $15.9M | Buy |
489,803
+4,457
| +0.9% | +$145K | ﹤0.01% | 2101 |
|
|
2023
Q3 | $15.5M | Buy |
485,346
+58,623
| +14% | +$1.88M | 0.01% | 2054 |
|
|
2023
Q2 | $18.7M | Buy |
426,723
+9,896
| +2% | +$434K | 0.01% | 1968 |
|
|
2023
Q1 | $18.5M | Buy |
416,827
+61,386
| +17% | +$2.72M | 0.01% | 1944 |
|
|
2022
Q4 | $14.1K | Buy |
355,441
+28,035
| +9% | +$1.11K | ﹤0.01% | 2035 |
|
|
2022
Q3 | $15.1M | Buy |
327,406
+28,409
| +10% | +$1.31M | 0.01% | 1965 |
|
|
2022
Q2 | $12.9M | Buy |
298,997
+23,811
| +9% | +$1.03M | ﹤0.01% | 2091 |
|
|
2022
Q1 | $14.9M | Buy |
275,186
+17,631
| +7% | +$952K | ﹤0.01% | 2125 |
|
|
2021
Q4 | $15.4M | Buy |
257,555
+23,333
| +10% | +$1.4M | ﹤0.01% | 2126 |
|
|
2021
Q3 | $15.3M | Buy |
234,222
+63,670
| +37% | +$4.17M | ﹤0.01% | 2127 |
|
|
2021
Q2 | $10.8M | Buy |
170,552
+55,409
| +48% | +$3.5M | ﹤0.01% | 2332 |
|
|
2021
Q1 | $5.61M | Buy |
115,143
+35,322
| +44% | +$1.72M | ﹤0.01% | 2539 |
|
|
2020
Q4 | $3.29M | Buy |
79,821
+9,551
| +14% | +$394K | ﹤0.01% | 2665 |
|
|
2020
Q3 | $3.23M | Buy |
70,270
+891
| +1% | +$40.9K | ﹤0.01% | 2597 |
|
|
2020
Q2 | $3.04M | Buy |
69,379
+22,133
| +47% | +$969K | ﹤0.01% | 2623 |
|
|
2020
Q1 | $1.87M | Hold |
47,246
| – | – | ﹤0.01% | 2730 |
|
|
2019
Q4 | $2.22M | Hold |
47,246
| – | – | ﹤0.01% | 2831 |
|
|
2019
Q3 | $1.67M | Buy |
47,246
+21,324
| +82% | +$752K | ﹤0.01% | 2903 |
|
|
2019
Q2 | $1.01M | Buy |
+25,922
| New | +$1.01M | ﹤0.01% | 3043 |
|