Dimensional Fund Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $347M | Buy |
1,389,870
+43,087
| +3% | +$12.8M | 0.07% | 296 |
|
|
2025
Q4 | $448M | Buy |
1,346,783
+6,113
| +0.5% | +$1.94M | 0.09% | 172 |
|
|
2025
Q3 | $424M | Buy |
1,340,670
+14,015
| +1% | +$4.52M | 0.09% | 184 |
|
|
2025
Q2 | $448M | Buy |
1,326,655
+59,136
| +5% | +$18.3M | 0.1% | 144 |
|
|
2025
Q1 | $372M | Buy |
1,267,519
+72,980
| +6% | +$24.9M | 0.09% | 188 |
|
|
2024
Q4 | $427M | Buy |
1,194,539
+27,035
| +2% | +$9.52M | 0.1% | 153 |
|
|
2024
Q3 | $371M | Buy |
1,167,504
+150,984
| +15% | +$42.1M | 0.09% | 195 |
|
|
2024
Q2 | $257M | Buy |
1,016,520
+203,543
| +25% | +$53.3M | 0.07% | 320 |
|
|
2024
Q1 | $245M | Buy |
812,977
+34,503
| +4% | +$10.2M | 0.07% | 329 |
|
|
2023
Q4 | $256M | Sell |
778,474
-8,568
| -1% | -$2.35M | 0.07% | 269 |
|
|
2023
Q3 | $232M | Sell |
787,042
-51,967
| -6% | -$15.8M | 0.08% | 262 |
|
|
2023
Q2 | $255M | Buy |
839,009
+48,010
| +6% | +$11.5M | 0.08% | 237 |
|
|
2023
Q1 | $181M | Buy |
790,999
+16,979
| +2% | +$4.13M | 0.06% | 361 |
|
|
2022
Q4 | $158K | Buy |
774,020
+12,144
| +2% | +$2.6M | 0.05% | 447 |
|
|
2022
Q3 | $163M | Sell |
761,876
-9,313
| -1% | -$2.43M | 0.06% | 372 |
|
|
2022
Q2 | $212M | Sell |
771,189
-1,329
| -0.2% | -$387K | 0.08% | 276 |
|
|
2022
Q1 | $232M | Buy |
772,518
+16,902
| +2% | +$5.28M | 0.07% | 298 |
|
|
2021
Q4 | $224M | Sell |
755,616
-55,326
| -7% | -$17.1M | 0.07% | 317 |
|
|
2021
Q3 | $257M | Buy |
810,942
+7,441
| +0.9% | +$2.59M | 0.08% | 235 |
|
|
2021
Q2 | $276M | Sell |
803,501
-131,729
| -14% | -$47.6M | 0.09% | 210 |
|
|
2021
Q1 | $365M | Sell |
935,230
-288,166
| -24% | -$104M | 0.12% | 122 |
|
|
2020
Q4 | $358M | Sell |
1,223,396
-9,560
| -0.8% | -$2.62M | 0.13% | 103 |
|
|
2020
Q3 | $281M | Sell |
1,232,956
-10,634
| -0.9% | -$2.39M | 0.12% | 121 |
|
|
2020
Q2 | $188M | Buy |
1,243,590
+31,089
| +3% | +$3.56M | 0.08% | 200 |
|
|
2020
Q1 | $99.2M | Sell |
1,212,501
-90,166
| -7% | -$10.9M | 0.05% | 426 |
|
|
2019
Q4 | $191M | Sell |
1,302,667
-20,314
| -2% | -$3.05M | 0.07% | 291 |
|
|
2019
Q3 | $175M | Buy |
1,322,981
+16,564
| +1% | +$2.12M | 0.07% | 295 |
|
|
2019
Q2 | $155M | Sell |
1,306,417
-49,079
| -4% | -$5.43M | 0.06% | 356 |
|
|
2019
Q1 | $126M | Buy |
1,355,496
+31,813
| +2% | +$2.77M | 0.05% | 482 |
|
|
2018
Q4 | $101M | Buy |
1,323,683
+200,381
| +18% | +$15.8M | 0.05% | 540 |
|
|
2018
Q3 | $91.7M | Buy |
1,123,302
+91,258
| +9% | +$8.04M | 0.03% | 777 |
|
|
2018
Q2 | $97.6M | Buy |
1,032,044
+43,537
| +4% | +$4.31M | 0.04% | 678 |
|
|
2018
Q1 | $99.4M | Buy |
988,507
+779
| +0.1% | +$88.1K | 0.04% | 627 |
|
|
2017
Q4 | $112M | Buy |
987,728
+9,979
| +1% | +$1.16M | 0.05% | 538 |
|
|
2017
Q3 | $118M | Buy |
977,749
+42,944
| +5% | +$4.49M | 0.05% | 477 |
|
|
2017
Q2 | $88.1M | Buy |
934,805
+12,244
| +1% | +$1.11M | 0.04% | 625 |
|
|
2017
Q1 | $79M | Buy |
922,561
+113,357
| +14% | +$11M | 0.04% | 699 |
|
|
2016
Q4 | $78.4M | Buy |
809,204
+54,785
| +7% | +$5.02M | 0.04% | 674 |
|
|
2016
Q3 | $72.1M | Buy |
754,419
+21,985
| +3% | +$1.85M | 0.04% | 676 |
|
|
2016
Q2 | $52.1M | Buy |
732,434
+12,935
| +2% | +$1.04M | 0.03% | 928 |
|
|
2016
Q1 | $62.8M | Sell |
719,499
-819
| -0.1% | -$70.4K | 0.04% | 686 |
|
|
2015
Q4 | $76.8M | Buy |
720,318
+34,754
| +5% | +$3.99M | 0.05% | 503 |
|
|
2015
Q3 | $74.1M | Buy |
685,564
+17,957
| +3% | +$2.02M | 0.05% | 500 |
|
|
2015
Q2 | $75.5M | Buy |
667,607
+28,407
| +4% | +$3.02M | 0.05% | 531 |
|
|
2015
Q1 | $63.5M | Sell |
639,200
-222,555
| -26% | -$20M | 0.04% | 623 |
|
|
2014
Q4 | $74.7M | Sell |
861,755
-120,124
| -12% | -$9.3M | 0.05% | 463 |
|
|
2014
Q3 | $74.3M | Sell |
981,879
-123
| -0% | -$10.9K | 0.05% | 423 |
|
|
2014
Q2 | $92.4M | Sell |
982,002
-83,638
| -8% | -$6.39M | 0.06% | 343 |
|
|
2014
Q1 | $70.8M | Sell |
1,065,640
-181,384
| -15% | -$11.3M | 0.05% | 430 |
|
|
2013
Q4 | $86.6M | Sell |
1,247,024
-102,392
| -8% | -$6.87M | 0.07% | 318 |
|
|
2013
Q3 | $98.5M | Sell |
1,349,416
-166
| -0% | -$10.9K | 0.09% | 239 |
|
|
2013
Q2 | $71.9M | Buy |
+1,349,582
| New | +$67.8M | 0.07% | 318 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
