Dimensional Fund Advisors
LONA

Dimensional Fund Advisors’s LeonaBio Inc LONA Stock Holding History

Dimensional Fund Advisors’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,145
Closed -$143K – 3342
2024
Q3 		$143K Sell
32,145
-22,890
-42% -$537K ﹤0.01% 3209
2024
Q2 		$1.46M Buy
55,035
+11,176
+25% +$264K ﹤0.01% 2839
2024
Q1 		$1.2M Buy
43,859
+9,179
+26% +$291K ﹤0.01% 2892
2023
Q4 		$843K Sell
34,680
-18,765
-35% -$333K ﹤0.01% 2957
2023
Q3 		$1.08M Buy
53,445
+11,680
+28% +$299K ﹤0.01% 2903
2023
Q2 		$1.23M Buy
41,765
+6,815
+19% +$194K ﹤0.01% 2891
2023
Q1 		$874K Buy
34,950
+32,262
+1,200% +$1.04M ﹤0.01% 2926
2022
Q4 		$85 Buy
2,688
+598
+29% +$18.8K ﹤0.01% 3345
2022
Q3 		$62K Sell
2,090
-549
-21% -$18.9K ﹤0.01% 3379
2022
Q2 		$80K Sell
2,639
-2,237
-46% -$205K ﹤0.01% 3354
2022
Q1 		$658K Buy
+4,876
New +$514K ﹤0.01% 3086

Other funds holding LONA

PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return