Dimensional Fund Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $79.3M | Buy |
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|
2025
Q2 | $64.9M | Buy |
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|
2025
Q1 | $37.6M | Sell |
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|
2024
Q4 | $52.3M | Sell |
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|
2024
Q3 | $50.1M | Sell |
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|
2024
Q2 | $45.1M | Sell |
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|
2024
Q1 | $57.7M | Sell |
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|
2023
Q4 | $63.1M | Sell |
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|
2023
Q3 | $54.1M | Sell |
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|
2023
Q2 | $55.7M | Buy |
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|
2023
Q1 | $39.9M | Buy |
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|
2022
Q4 | $39K | Sell |
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|
2022
Q3 | $34.7M | Buy |
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|
2022
Q2 | $39.7M | Buy |
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|
2022
Q1 | $45.5M | Buy |
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|
2021
Q4 | $59.6M | Buy |
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|
2021
Q3 | $58.5M | Buy |
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|
2021
Q2 | $52.4M | Sell |
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|
2021
Q1 | $52.5M | Sell |
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|
2020
Q4 | $48.9M | Sell |
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|
2020
Q3 | $38M | Buy |
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|
2020
Q2 | $33.3M | Buy |
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|
2020
Q1 | $29.6M | Buy |
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|
2019
Q4 | $32M | Buy |
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|
2019
Q3 | $31M | Buy |
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|
2019
Q2 | $30.6M | Buy |
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|
2019
Q1 | $35.3M | Buy |
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|
2018
Q4 | $24.7M | Buy |
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|
2018
Q3 | $35.8M | Buy |
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|
2018
Q2 | $34.9M | Buy |
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|
2018
Q1 | $28.1M | Buy |
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|
2017
Q4 | $26.2M | Buy |
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|
2017
Q3 | $22.6M | Buy |
|
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|
2017
Q2 | $19.1M | Buy |
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|
2017
Q1 | $15.9M | Buy |
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|
2016
Q4 | $10.2M | Buy |
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|
2016
Q3 | $7.46M | Sell |
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|
2016
Q2 | $6.48M | Buy |
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|
2016
Q1 | $7.89M | Buy |
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|
2015
Q4 | $3.69M | Buy |
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|
2015
Q3 | $1.35M | Buy |
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|
2015
Q2 | $251K | Buy |
|