Dimensional Fund Advisors
MBAI

Dimensional Fund Advisors’s Check-Cap MBAI Stock Holding History

Dimensional Fund Advisors’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,898
Closed -$31K – 3398
2023
Q4 		$31K Buy
+14,898
New +$46.6K ﹤0.01% 3377
2020
Q2 		– Sell
-1,667
Closed -$39K – 3342
2020
Q1 		$39K Sell
1,667
-1,065
-39% -$34.9K ﹤0.01% 3331
2019
Q4 		$94K Sell
2,732
-450
-14% -$14.9K ﹤0.01% 3321
2019
Q3 		$120K Hold
3,182
– – ﹤0.01% 3330
2019
Q2 		$136K Buy
3,182
+1,143
+56% +$55.9K ﹤0.01% 3362
2019
Q1 		$110K Buy
2,039
+282
+16% +$14.3K ﹤0.01% 3371
2018
Q4 		$76K Hold
1,757
– – ﹤0.01% 3374
2018
Q3 		$141K Buy
+1,757
New +$129K ﹤0.01% 3337

Other funds holding MBAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return