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
-2,128
Closed -$31K – 3398
2023
Q4 		$31K Buy
+2,128
New +$46.6K ﹤0.01% 3377
2020
Q2 		– Sell
-238
Closed -$39K – 3342
2020
Q1 		$39K Sell
238
-152
-39% -$34.9K ﹤0.01% 3331
2019
Q4 		$94K Sell
390
-65
-14% -$15.1K ﹤0.01% 3321
2019
Q3 		$120K Hold
455
– – ﹤0.01% 3330
2019
Q2 		$136K Buy
455
+164
+56% +$56.1K ﹤0.01% 3362
2019
Q1 		$110K Buy
291
+40
+16% +$14.2K ﹤0.01% 3371
2018
Q4 		$76K Hold
251
– – ﹤0.01% 3374
2018
Q3 		$141K Buy
+251
New +$129K ﹤0.01% 3337

Other funds holding MBAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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 $187B AUM 21.7% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Dimensional Fund Advisors's MBAI Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of Check-Cap (MBAI) in Q1 2024, closing a stake of 2,128 shares — an estimated $31K sold.

Dimensional Fund Advisors first reported a position in MBAI in Q3 2018 and held it in 8 quarters. The position peaked at $141K in Q3 2018. 11 funds tracked by Wall St. Rank hold MBAI as of Q1 2024.

  • Dimensional Fund Advisors reported no remaining Check-Cap position as of Q1 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,128 Check-Cap shares in Q1 2024, an estimated $31K.
  • Dimensional Fund Advisors first reported a position in Check-Cap in Q3 2018 and held it in 8 quarters.
  • Dimensional Fund Advisors's Check-Cap position peaked at $141K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Check-Cap as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.