Dimensional Fund Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442M | Sell |
2,020,456
-41,822
| -2% | -$9.14M | 0.1% | 154 |
|
|
2025
Q1 | $503M | Buy |
2,062,278
+33,651
| +2% | +$8.21M | 0.13% | 112 |
|
|
2024
Q4 | $431M | Buy |
2,028,627
+71,493
| +4% | +$15.2M | 0.1% | 151 |
|
|
2024
Q3 | $437M | Sell |
1,957,134
-21,741
| -1% | -$4.85M | 0.11% | 146 |
|
|
2024
Q2 | $417M | Buy |
1,978,875
+190,371
| +11% | +$40.1M | 0.11% | 138 |
|
|
2024
Q1 | $368M | Buy |
1,788,504
+63,752
| +4% | +$13.1M | 0.1% | 163 |
|
|
2023
Q4 | $327M | Buy |
1,724,752
+88,033
| +5% | +$16.7M | 0.1% | 172 |
|
|
2023
Q3 | $311M | Buy |
1,636,719
+27,116
| +2% | +$5.16M | 0.1% | 154 |
|
|
2023
Q2 | $303M | Buy |
1,609,603
+11,887
| +0.7% | +$2.24M | 0.1% | 179 |
|
|
2023
Q1 | $266M | Buy |
1,597,716
+18,159
| +1% | +$3.02M | 0.09% | 204 |
|
|
2022
Q4 | $261K | Sell |
1,579,557
-25,133
| -2% | -$4.16K | 0.08% | 220 |
|
|
2022
Q3 | $240M | Buy |
1,604,690
+17,998
| +1% | +$2.69M | 0.09% | 211 |
|
|
2022
Q2 | $246M | Buy |
1,586,692
+61,798
| +4% | +$9.59M | 0.09% | 216 |
|
|
2022
Q1 | $260M | Sell |
1,524,894
-57,247
| -4% | -$9.76M | 0.08% | 259 |
|
|
2021
Q4 | $275M | Sell |
1,582,141
-15,319
| -1% | -$2.66M | 0.08% | 228 |
|
|
2021
Q3 | $242M | Sell |
1,597,460
-47,573
| -3% | -$7.21M | 0.08% | 253 |
|
|
2021
Q2 | $231M | Buy |
1,645,033
+47,258
| +3% | +$6.65M | 0.07% | 280 |
|
|
2021
Q1 | $195M | Buy |
1,597,775
+13,856
| +0.9% | +$1.69M | 0.06% | 345 |
|
|
2020
Q4 | $185M | Buy |
1,583,919
+84,088
| +6% | +$9.84M | 0.07% | 311 |
|
|
2020
Q3 | $172M | Buy |
1,499,831
+40,599
| +3% | +$4.66M | 0.07% | 259 |
|
|
2020
Q2 | $157M | Buy |
1,459,232
+53,033
| +4% | +$5.69M | 0.07% | 276 |
|
|
2020
Q1 | $122M | Sell |
1,406,199
-112,497
| -7% | -$9.73M | 0.06% | 292 |
|
|
2019
Q4 | $169M | Sell |
1,518,696
-38,319
| -2% | -$4.27M | 0.06% | 355 |
|
|
2019
Q3 | $156M | Sell |
1,557,015
-25,779
| -2% | -$2.58M | 0.06% | 365 |
|
|
2019
Q2 | $158M | Buy |
1,582,794
+24,277
| +2% | +$2.42M | 0.06% | 348 |
|
|
2019
Q1 | $146M | Buy |
1,558,517
+25,923
| +2% | +$2.43M | 0.06% | 373 |
|
|
2018
Q4 | $122M | Buy |
1,532,594
+66,176
| +5% | +$5.28M | 0.06% | 389 |
|
|
2018
Q3 | $121M | Buy |
1,466,418
+29,171
| +2% | +$2.41M | 0.05% | 541 |
|
|
2018
Q2 | $118M | Buy |
1,437,247
+62,735
| +5% | +$5.14M | 0.05% | 524 |
|
|
2018
Q1 | $114M | Buy |
1,374,512
+27,529
| +2% | +$2.27M | 0.05% | 530 |
|
|
2017
Q4 | $110M | Buy |
1,346,983
+9,127
| +0.7% | +$743K | 0.05% | 557 |
|
|
2017
Q3 | $112M | Buy |
1,337,856
+5,154
| +0.4% | +$432K | 0.05% | 510 |
|
|
2017
Q2 | $104M | Buy |
1,332,702
+19,619
| +1% | +$1.53M | 0.05% | 520 |
|
|
2017
Q1 | $97M | Buy |
1,313,083
+59,824
| +5% | +$4.42M | 0.05% | 543 |
|
|
2016
Q4 | $84.7M | Buy |
1,253,259
+14,165
| +1% | +$957K | 0.04% | 610 |
|
|
2016
Q3 | $83.3M | Buy |
1,239,094
+49,151
| +4% | +$3.31M | 0.05% | 556 |
|
|
2016
Q2 | $81.5M | Buy |
1,189,943
+72,936
| +7% | +$4.99M | 0.05% | 530 |
|
|
2016
Q1 | $67.9M | Buy |
1,117,007
+31,211
| +3% | +$1.9M | 0.04% | 621 |
|
|
2015
Q4 | $60.2M | Buy |
1,085,796
+134,222
| +14% | +$7.44M | 0.04% | 680 |
|
|
2015
Q3 | $49.7M | Buy |
951,574
+27,645
| +3% | +$1.44M | 0.03% | 806 |
|
|
2015
Q2 | $52.4M | Buy |
923,929
+113,552
| +14% | +$6.44M | 0.03% | 822 |
|
|
2015
Q1 | $45.5M | Buy |
810,377
+28,669
| +4% | +$1.61M | 0.03% | 925 |
|
|
2014
Q4 | $44.8M | Buy |
781,708
+79,542
| +11% | +$4.55M | 0.03% | 864 |
|
|
2014
Q3 | $36.8M | Buy |
702,166
+26,534
| +4% | +$1.39M | 0.03% | 967 |
|
|
2014
Q2 | $35M | Sell |
675,632
-9,190
| -1% | -$476K | 0.02% | 1037 |
|
|
2014
Q1 | $33.8M | Buy |
684,822
+8,552
| +1% | +$422K | 0.03% | 986 |
|
|
2013
Q4 | $32.7M | Buy |
676,270
+8,547
| +1% | +$413K | 0.03% | 985 |
|
|
2013
Q3 | $29.1M | Buy |
667,723
+11,892
| +2% | +$518K | 0.03% | 991 |
|
|
2013
Q2 | $26.2M | Buy |
+655,831
| New | +$26.2M | 0.02% | 980 |
|