Dimensional Fund Advisors’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.08M Buy
240,595
+41,055
+21% +$1.38M ﹤0.01% 2350
2025
Q1
$6.04M Buy
199,540
+126,724
+174% +$3.84M ﹤0.01% 2443
2024
Q4
$3M Buy
72,816
+57,318
+370% +$2.36M ﹤0.01% 2684
2024
Q3
$548K Buy
+15,498
New +$548K ﹤0.01% 3025