Dimensional Fund Advisors’s LGL Group LGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686K	Hold	99,240	–	–	﹤0.01%	2924
2026 Q1	$690K	Hold	99,240	–	–	﹤0.01%	2904
2025 Q4	$571K	Sell	99,240 -1,300	-1%	-$7.89K	﹤0.01%	2951
2025 Q3	$671K	Sell	100,540 -1,872	-2%	-$13K	﹤0.01%	2949
2025 Q2	$780K	Hold	102,412	–	–	﹤0.01%	2927
2025 Q1	$669K	Hold	102,412	–	–	﹤0.01%	2959
2024 Q4	$611K	Buy	102,412 +502	+0.5%	+$3K	﹤0.01%	3000
2024 Q3	$625K	Buy	101,910 +4	+0%	+$23	﹤0.01%	2999
2024 Q2	$547K	Hold	101,906	–	–	﹤0.01%	3014
2024 Q1	$647K	Hold	101,906	–	–	﹤0.01%	2999
2023 Q4	$626K	Hold	101,906	–	–	﹤0.01%	3005
2023 Q3	$437K	Hold	101,906	–	–	﹤0.01%	3072
2023 Q2	$485K	Hold	101,906	–	–	﹤0.01%	3070
2023 Q1	$436K	Buy	+101,906	New	+$454K	﹤0.01%	3060
2022 Q3	$1.12M	Buy	262,468 +6,942	+3%	+$34.8K	﹤0.01%	2855
2022 Q2	$1.25M	Buy	255,526 +796	+0.3%	+$3.37K	﹤0.01%	2876
2022 Q1	$1.05M	Sell	254,730 -2,864	-1%	-$11.4K	﹤0.01%	2983
2021 Q4	$1.11M	Sell	257,594 -2,130	-0.8%	-$9.69K	﹤0.01%	3008
2021 Q3	$1.35M	Sell	259,724 -7,651	-3%	-$32.1K	﹤0.01%	2974
2021 Q2	$1.05M	Buy	267,375 +417	+0.2%	+$1.72K	﹤0.01%	3019
2021 Q1	$1.11M	Sell	266,958 -5,532	-2%	-$24K	﹤0.01%	2998
2020 Q4	$1.29M	Hold	272,490	–	–	﹤0.01%	2923
2020 Q3	$917K	Sell	272,490 -19,015	-7%	-$61.9K	﹤0.01%	2954
2020 Q2	$934K	Hold	291,505	–	–	﹤0.01%	2957
2020 Q1	$982K	Buy	291,505 +10,650	+4%	+$49.9K	﹤0.01%	2898
2019 Q4	$1.59M	Hold	280,855	–	–	﹤0.01%	2912
2019 Q3	$1.09M	Buy	280,855 +6,453	+2%	+$22.1K	﹤0.01%	2994
2019 Q2	$843K	Sell	274,402 -597	-0.2%	-$1.76K	﹤0.01%	3090
2019 Q1	$678K	Hold	274,999	–	–	﹤0.01%	3111
2018 Q4	$633K	Hold	274,999	–	–	﹤0.01%	3109
2018 Q3	$736K	Sell	274,999 -3,737	-1%	-$9.22K	﹤0.01%	3120
2018 Q2	$543K	Sell	278,736 -38,443	-12%	-$77.8K	﹤0.01%	3116
2018 Q1	$669K	Hold	317,179	–	–	﹤0.01%	3068
2017 Q4	$672K	Buy	317,179 +129,927	+69%	+$283K	﹤0.01%	3055
2017 Q3	$396K	Hold	187,252	–	–	﹤0.01%	3135
2017 Q2	$340K	Hold	187,252	–	–	﹤0.01%	3148
2017 Q1	$357K	Sell	187,252 -2,053	-1%	-$3.79K	﹤0.01%	3141
2016 Q4	$358K	Sell	189,305 -4,190	-2%	-$7.22K	﹤0.01%	3139
2016 Q3	$306K	Hold	193,495	–	–	﹤0.01%	3135
2016 Q2	$239K	Sell	193,495 -265	-0.1%	-$341	﹤0.01%	3152
2016 Q1	$240K	Hold	193,760	–	–	﹤0.01%	3157
2015 Q4	$270K	Hold	193,760	–	–	﹤0.01%	3178
2015 Q3	$263K	Hold	193,760	–	–	﹤0.01%	3208
2015 Q2	$330K	Sell	193,760 -3,708	-2%	-$6.46K	﹤0.01%	3195
2015 Q1	$302K	Sell	197,468 -8,221	-4%	-$12.5K	﹤0.01%	3175
2014 Q4	$278K	Sell	205,689 -9,547	-4%	-$12.8K	﹤0.01%	3212
2014 Q3	$317K	Sell	215,236 -796	-0.4%	-$1.4K	﹤0.01%	3216
2014 Q2	$398K	Hold	216,032	–	–	﹤0.01%	3222
2014 Q1	$430K	Hold	216,032	–	–	﹤0.01%	3216
2013 Q4	$441K	Hold	216,032	–	–	﹤0.01%	3195
2013 Q3	$489K	Sell	216,032 -138,476	-39%	-$257K	﹤0.01%	3193
2013 Q2	$532K	Buy	+354,508	New	+$440K	﹤0.01%	3161

Other funds holding LGL

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MFFIA

McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors's LGL Position: Q2 2026 in Review

Dimensional Fund Advisors held its LGL Group (LGL) position steady in Q2 2026 at 99,240 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Dimensional Fund Advisors first reported a position in LGL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.59M in Q4 2019. 21 funds tracked by Wall St. Rank hold LGL as of Q2 2026.

Dimensional Fund Advisors held 99,240 shares of LGL Group worth $686K as of Q2 2026.
Dimensional Fund Advisors left its LGL Group share count unchanged in Q2 2026.
LGL Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2924 holding.
Dimensional Fund Advisors first reported a position in LGL Group in Q2 2013 and has held it in 52 quarters since.
Dimensional Fund Advisors's LGL Group position peaked at $1.59M in Q4 2019.
21 funds tracked by Wall St. Rank held LGL Group as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.