Dimensional Fund Advisors’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15M | Sell |
686,124
-31,220
| -4% | -$683K | ﹤0.01% | 2094 |
|
2025
Q1 | $10.2M | Buy |
717,344
+40,126
| +6% | +$572K | ﹤0.01% | 2246 |
|
2024
Q4 | $12.6M | Buy |
677,218
+143,653
| +27% | +$2.66M | ﹤0.01% | 2210 |
|
2024
Q3 | $14M | Buy |
533,565
+25,151
| +5% | +$662K | ﹤0.01% | 2152 |
|
2024
Q2 | $22.7M | Buy |
508,414
+38,701
| +8% | +$1.72M | 0.01% | 1901 |
|
2024
Q1 | $18.4M | Buy |
469,713
+55,281
| +13% | +$2.17M | 0.01% | 2031 |
|
2023
Q4 | $13.3M | Buy |
414,432
+28,622
| +7% | +$920K | ﹤0.01% | 2191 |
|
2023
Q3 | $11.3M | Buy |
385,810
+53,597
| +16% | +$1.57M | ﹤0.01% | 2189 |
|
2023
Q2 | $14M | Buy |
332,213
+73,291
| +28% | +$3.09M | ﹤0.01% | 2103 |
|
2023
Q1 | $9.24M | Buy |
258,922
+77,430
| +43% | +$2.76M | ﹤0.01% | 2264 |
|
2022
Q4 | $8.06K | Buy |
181,492
+15,458
| +9% | +$686 | ﹤0.01% | 2294 |
|
2022
Q3 | $5.59M | Buy |
166,034
+67,554
| +69% | +$2.27M | ﹤0.01% | 2389 |
|
2022
Q2 | $3.33M | Buy |
98,480
+77,801
| +376% | +$2.63M | ﹤0.01% | 2584 |
|
2022
Q1 | $1.1M | Buy |
+20,679
| New | +$1.1M | ﹤0.01% | 2972 |
|