Dimensional Fund Advisors
MAX icon

Dimensional Fund Advisors’s MediaAlpha MAX Stock Holding History

Dimensional Fund Advisors’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77M Buy
620,669
+300,871
+94% +$2.96M ﹤0.01% 2456
2025
Q4 		$4.14M Buy
319,798
+201,106
+169% +$2.46M ﹤0.01% 2581
2025
Q3 		$1.35M Buy
118,692
+54,584
+85% +$602K ﹤0.01% 2846
2025
Q2 		$702K Buy
+64,108
New +$619K ﹤0.01% 2937
2024
Q2 		– Sell
-10,278
Closed -$209K – 3395
2024
Q1 		$209K Hold
10,278
– – ﹤0.01% 3185
2023
Q4 		$115K Hold
10,278
– – ﹤0.01% 3263
2023
Q3 		$84.9K Sell
10,278
-31,353
-75% -$280K ﹤0.01% 3335
2023
Q2 		$429K Sell
41,631
-68,321
-62% -$618K ﹤0.01% 3095
2023
Q1 		$1.65M Buy
+109,952
New +$1.49M ﹤0.01% 2782

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return