Dimensional Fund Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.1M | Buy |
967,068
+52,635
| +6% | +$1.57M | 0.01% | 1865 |
|
|
2025
Q4 | $25.8M | Sell |
914,433
-67,970
| -7% | -$1.97M | 0.01% | 1855 |
|
|
2025
Q3 | $31.9M | Buy |
982,403
+1,093
| +0.1% | +$37.4K | 0.01% | 1759 |
|
|
2025
Q2 | $30.8M | Sell |
981,310
-47,647
| -5% | -$1.43M | 0.01% | 1769 |
|
|
2025
Q1 | $31.6M | Sell |
1,028,957
-59,360
| -5% | -$2.05M | 0.01% | 1721 |
|
|
2024
Q4 | $40.9M | Sell |
1,088,317
-5,343
| -0.5% | -$221K | 0.01% | 1628 |
|
|
2024
Q3 | $42.4M | Sell |
1,093,660
-38,217
| -3% | -$1.38M | 0.01% | 1603 |
|
|
2024
Q2 | $39.7M | Buy |
1,131,877
+111,699
| +11% | +$4.08M | 0.01% | 1605 |
|
|
2024
Q1 | $44.2M | Buy |
1,020,178
+21,184
| +2% | +$971K | 0.01% | 1547 |
|
|
2023
Q4 | $54.8M | Buy |
998,994
+38,450
| +4% | +$1.84M | 0.02% | 1374 |
|
|
2023
Q3 | $47.1M | Buy |
960,544
+108,088
| +13% | +$5.8M | 0.02% | 1385 |
|
|
2023
Q2 | $50M | Buy |
852,456
+53,487
| +7% | +$3M | 0.02% | 1357 |
|
|
2023
Q1 | $45.1M | Buy |
798,969
+46,506
| +6% | +$2.72M | 0.02% | 1402 |
|
|
2022
Q4 | $40.1K | Buy |
752,463
+27,615
| +4% | +$1.48M | 0.01% | 1456 |
|
|
2022
Q3 | $34.8M | Buy |
724,848
+19,325
| +3% | +$1.14M | 0.01% | 1485 |
|
|
2022
Q2 | $37.2M | Buy |
705,523
+37,858
| +6% | +$2.06M | 0.01% | 1519 |
|
|
2022
Q1 | $38.7M | Buy |
667,665
+885
| +0.1% | +$57K | 0.01% | 1592 |
|
|
2021
Q4 | $45.8M | Sell |
666,780
-7,940
| -1% | -$557K | 0.01% | 1475 |
|
|
2021
Q3 | $47.2M | Sell |
674,720
-2,083
| -0.3% | -$156K | 0.02% | 1455 |
|
|
2021
Q2 | $49.6M | Sell |
676,803
-21,391
| -3% | -$1.7M | 0.02% | 1460 |
|
|
2021
Q1 | $55.6M | Sell |
698,194
-44,323
| -6% | -$3.42M | 0.02% | 1357 |
|
|
2020
Q4 | $46.4M | Sell |
742,517
-21,471
| -3% | -$1.24M | 0.02% | 1426 |
|
|
2020
Q3 | $37.9M | Sell |
763,988
-46,737
| -6% | -$2.54M | 0.02% | 1418 |
|
|
2020
Q2 | $42.1M | Buy |
810,725
+30,114
| +4% | +$1.2M | 0.02% | 1354 |
|
|
2020
Q1 | $22.5M | Sell |
780,611
-29,140
| -4% | -$1.16M | 0.01% | 1663 |
|
|
2019
Q4 | $33.2M | Sell |
809,751
-14,986
| -2% | -$542K | 0.01% | 1759 |
|
|
2019
Q3 | $25.3M | Sell |
824,737
-5,076
| -0.6% | -$157K | 0.01% | 1874 |
|
|
2019
Q2 | $32.2M | Buy |
829,813
+5,675
| +0.7% | +$225K | 0.01% | 1779 |
|
|
2019
Q1 | $32.6M | Buy |
824,138
+4,041
| +0.5% | +$167K | 0.01% | 1772 |
|
|
2018
Q4 | $28.5M | Buy |
820,097
+18,378
| +2% | +$808K | 0.01% | 1766 |
|
|
2018
Q3 | $43.9M | Buy |
801,719
+25,322
| +3% | +$1.13M | 0.02% | 1601 |
|
|
2018
Q2 | $32.6M | Buy |
776,397
+15,254
| +2% | +$609K | 0.01% | 1811 |
|
|
2018
Q1 | $25.3M | Buy |
761,143
+85,358
| +13% | +$2.78M | 0.01% | 1921 |
|
|
2017
Q4 | $20.1M | Buy |
675,785
+102,965
| +18% | +$3.14M | 0.01% | 2057 |
|
|
2017
Q3 | $18.1M | Buy |
572,820
+89,150
| +18% | +$2.46M | 0.01% | 2107 |
|
|
2017
Q2 | $12.5M | Buy |
483,670
+107,413
| +29% | +$2.53M | 0.01% | 2254 |
|
|
2017
Q1 | $8.45M | Buy |
376,257
+134,987
| +56% | +$2.73M | ﹤0.01% | 2386 |
|
|
2016
Q4 | $4.6M | Buy |
241,270
+60,220
| +33% | +$1.01M | ﹤0.01% | 2576 |
|
|
2016
Q3 | $2.7M | Buy |
181,050
+12,400
| +7% | +$170K | ﹤0.01% | 2701 |
|
|
2016
Q2 | $2.04M | Buy |
168,650
+78,911
| +88% | +$1.15M | ﹤0.01% | 2774 |
|
|
2016
Q1 | $1.47M | Buy |
89,739
+63,994
| +249% | +$935K | ﹤0.01% | 2840 |
|
|
2015
Q4 | $421K | Buy |
25,745
+8,070
| +46% | +$122K | ﹤0.01% | 3125 |
|
|
2015
Q3 | $247K | Buy |
+17,675
| New | +$318K | ﹤0.01% | 3219 |
|
|
2014
Q2 | – | Sell |
-48,837
| Closed | -$1.08M | – | 3598 |
|
|
2014
Q1 | $1.08M | Buy |
+48,837
| New | +$975K | ﹤0.01% | 3016 |
|
Other funds holding MBUU
CB
TLM
NAMI
LHC
VCM
FWIA
