Dimensional Fund Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9M | Buy |
1,040,595
+396,015
| +61% | +$24.7M | 0.02% | 1344 |
|
|
2025
Q1 | $37.6M | Sell |
644,580
-62,646
| -9% | -$3.66M | 0.01% | 1614 |
|
|
2024
Q4 | $52.3M | Sell |
707,226
-23,878
| -3% | -$1.76M | 0.01% | 1497 |
|
|
2024
Q3 | $50.1M | Sell |
731,104
-61,566
| -8% | -$4.22M | 0.01% | 1514 |
|
|
2024
Q2 | $45.1M | Sell |
792,670
-223,393
| -22% | -$12.7M | 0.01% | 1529 |
|
|
2024
Q1 | $57.7M | Sell |
1,016,063
-107,858
| -10% | -$6.12M | 0.02% | 1365 |
|
|
2023
Q4 | $63.1M | Sell |
1,123,921
-75,228
| -6% | -$4.22M | 0.02% | 1276 |
|
|
2023
Q3 | $54.1M | Sell |
1,199,149
-30,311
| -2% | -$1.37M | 0.02% | 1286 |
|
|
2023
Q2 | $55.7M | Buy |
1,229,460
+192,570
| +19% | +$8.73M | 0.02% | 1269 |
|
|
2023
Q1 | $39.9M | Buy |
1,036,890
+20,919
| +2% | +$804K | 0.01% | 1497 |
|
|
2022
Q4 | $39K | Sell |
1,015,971
-11,235
| -1% | -$431 | 0.01% | 1476 |
|
|
2022
Q3 | $34.7M | Buy |
1,027,206
+18,565
| +2% | +$628K | 0.01% | 1490 |
|
|
2022
Q2 | $39.7M | Buy |
1,008,641
+40,121
| +4% | +$1.58M | 0.01% | 1469 |
|
|
2022
Q1 | $45.5M | Buy |
968,520
+15,006
| +2% | +$705K | 0.01% | 1481 |
|
|
2021
Q4 | $59.6M | Buy |
953,514
+7,794
| +0.8% | +$487K | 0.02% | 1291 |
|
|
2021
Q3 | $58.5M | Buy |
945,720
+25,256
| +3% | +$1.56M | 0.02% | 1277 |
|
|
2021
Q2 | $52.4M | Sell |
920,464
-36,592
| -4% | -$2.08M | 0.02% | 1415 |
|
|
2021
Q1 | $52.5M | Sell |
957,056
-89,340
| -9% | -$4.9M | 0.02% | 1410 |
|
|
2020
Q4 | $48.9M | Sell |
1,046,396
-35,244
| -3% | -$1.65M | 0.02% | 1394 |
|
|
2020
Q3 | $38M | Buy |
1,081,640
+12,476
| +1% | +$438K | 0.02% | 1413 |
|
|
2020
Q2 | $33.3M | Buy |
1,069,164
+16,639
| +2% | +$518K | 0.01% | 1544 |
|
|
2020
Q1 | $29.6M | Buy |
1,052,525
+49,915
| +5% | +$1.4M | 0.02% | 1478 |
|
|
2019
Q4 | $32M | Buy |
1,002,610
+59,853
| +6% | +$1.91M | 0.01% | 1776 |
|
|
2019
Q3 | $31M | Buy |
942,757
+67,304
| +8% | +$2.21M | 0.01% | 1765 |
|
|
2019
Q2 | $30.6M | Buy |
875,453
+27,183
| +3% | +$950K | 0.01% | 1804 |
|
|
2019
Q1 | $35.3M | Buy |
848,270
+129,364
| +18% | +$5.38M | 0.01% | 1705 |
|
|
2018
Q4 | $24.7M | Buy |
718,906
+65,485
| +10% | +$2.25M | 0.01% | 1869 |
|
|
2018
Q3 | $35.8M | Buy |
653,421
+57,865
| +10% | +$3.17M | 0.01% | 1756 |
|
|
2018
Q2 | $34.9M | Buy |
595,556
+42,356
| +8% | +$2.48M | 0.01% | 1761 |
|
|
2018
Q1 | $28.1M | Buy |
553,200
+13,809
| +3% | +$702K | 0.01% | 1852 |
|
|
2017
Q4 | $26.2M | Buy |
539,391
+14,110
| +3% | +$684K | 0.01% | 1912 |
|
|
2017
Q3 | $22.6M | Buy |
525,281
+33,068
| +7% | +$1.42M | 0.01% | 1976 |
|
|
2017
Q2 | $19.1M | Buy |
492,213
+79,405
| +19% | +$3.08M | 0.01% | 2053 |
|
|
2017
Q1 | $15.9M | Buy |
412,808
+112,600
| +38% | +$4.34M | 0.01% | 2111 |
|
|
2016
Q4 | $10.2M | Buy |
300,208
+22,638
| +8% | +$767K | 0.01% | 2295 |
|
|
2016
Q3 | $7.46M | Sell |
277,570
-10,622
| -4% | -$286K | ﹤0.01% | 2368 |
|
|
2016
Q2 | $6.48M | Buy |
288,192
+8,644
| +3% | +$194K | ﹤0.01% | 2405 |
|
|
2016
Q1 | $7.89M | Buy |
279,548
+153,154
| +121% | +$4.32M | ﹤0.01% | 2305 |
|
|
2015
Q4 | $3.69M | Buy |
126,394
+74,860
| +145% | +$2.18M | ﹤0.01% | 2628 |
|
|
2015
Q3 | $1.35M | Buy |
51,534
+42,775
| +488% | +$1.12M | ﹤0.01% | 2930 |
|
|
2015
Q2 | $251K | Buy |
+8,759
| New | +$251K | ﹤0.01% | 3228 |
|