Dimensional Fund Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Buy |
1,832,584
+137,002
| +8% | +$9.62M | 0.03% | 817 |
|
|
2025
Q1 | $116M | Buy |
1,695,582
+288,990
| +21% | +$19.7M | 0.03% | 850 |
|
|
2024
Q4 | $105M | Buy |
1,406,592
+177,075
| +14% | +$13.2M | 0.03% | 983 |
|
|
2024
Q3 | $115M | Buy |
1,229,517
+75,540
| +7% | +$7.04M | 0.03% | 921 |
|
|
2024
Q2 | $98.9M | Buy |
1,153,977
+79,092
| +7% | +$6.78M | 0.03% | 969 |
|
|
2024
Q1 | $90.2M | Buy |
1,074,885
+12,712
| +1% | +$1.07M | 0.02% | 1021 |
|
|
2023
Q4 | $89.1M | Buy |
1,062,173
+79,729
| +8% | +$6.69M | 0.03% | 1000 |
|
|
2023
Q3 | $73.4M | Buy |
982,444
+45,562
| +5% | +$3.4M | 0.02% | 1041 |
|
|
2023
Q2 | $79.2M | Buy |
936,882
+32,004
| +4% | +$2.7M | 0.03% | 1010 |
|
|
2023
Q1 | $71.2M | Buy |
904,878
+16,276
| +2% | +$1.28M | 0.02% | 1063 |
|
|
2022
Q4 | $65.2K | Sell |
888,602
-19,090
| -2% | -$1.4K | 0.02% | 1092 |
|
|
2022
Q3 | $52.5M | Buy |
907,692
+76,597
| +9% | +$4.43M | 0.02% | 1187 |
|
|
2022
Q2 | $51.9M | Sell |
831,095
-85,411
| -9% | -$5.34M | 0.02% | 1259 |
|
|
2022
Q1 | $68.7M | Buy |
916,506
+14,206
| +2% | +$1.06M | 0.02% | 1140 |
|
|
2021
Q4 | $71.9M | Buy |
902,300
+27,384
| +3% | +$2.18M | 0.02% | 1142 |
|
|
2021
Q3 | $72.8M | Buy |
874,916
+48,609
| +6% | +$4.04M | 0.02% | 1102 |
|
|
2021
Q2 | $72.7M | Sell |
826,307
-2,142
| -0.3% | -$188K | 0.02% | 1115 |
|
|
2021
Q1 | $73.8M | Buy |
828,449
+38,519
| +5% | +$3.43M | 0.02% | 1095 |
|
|
2020
Q4 | $57.8M | Buy |
789,930
+26,656
| +3% | +$1.95M | 0.02% | 1251 |
|
|
2020
Q3 | $52.2M | Buy |
763,274
+17,715
| +2% | +$1.21M | 0.02% | 1163 |
|
|
2020
Q2 | $52.5M | Buy |
745,559
+23,585
| +3% | +$1.66M | 0.02% | 1159 |
|
|
2020
Q1 | $42M | Buy |
721,974
+23,513
| +3% | +$1.37M | 0.02% | 1177 |
|
|
2019
Q4 | $52M | Sell |
698,461
-13,732
| -2% | -$1.02M | 0.02% | 1386 |
|
|
2019
Q3 | $55M | Sell |
712,193
-26,124
| -4% | -$2.02M | 0.02% | 1304 |
|
|
2019
Q2 | $53.6M | Sell |
738,317
-2,947
| -0.4% | -$214K | 0.02% | 1356 |
|
|
2019
Q1 | $52.6M | Buy |
741,264
+5,081
| +0.7% | +$361K | 0.02% | 1350 |
|
|
2018
Q4 | $47.9M | Buy |
736,183
+49,981
| +7% | +$3.25M | 0.02% | 1296 |
|
|
2018
Q3 | $44.6M | Buy |
686,202
+27,762
| +4% | +$1.81M | 0.02% | 1580 |
|
|
2018
Q2 | $40.9M | Sell |
658,440
-1,044
| -0.2% | -$64.8K | 0.02% | 1626 |
|
|
2018
Q1 | $44M | Buy |
659,484
+6,966
| +1% | +$465K | 0.02% | 1476 |
|
|
2017
Q4 | $46.7M | Buy |
652,518
+11,897
| +2% | +$852K | 0.02% | 1425 |
|
|
2017
Q3 | $41.3M | Buy |
640,621
+29,145
| +5% | +$1.88M | 0.02% | 1506 |
|
|
2017
Q2 | $38.3M | Sell |
611,476
-20,642
| -3% | -$1.29M | 0.02% | 1531 |
|
|
2017
Q1 | $39.3M | Buy |
632,118
+19,788
| +3% | +$1.23M | 0.02% | 1444 |
|
|
2016
Q4 | $34.2M | Sell |
612,330
-20,590
| -3% | -$1.15M | 0.02% | 1526 |
|
|
2016
Q3 | $35.8M | Sell |
632,920
-50,926
| -7% | -$2.88M | 0.02% | 1410 |
|
|
2016
Q2 | $37.9M | Sell |
683,846
-54,502
| -7% | -$3.02M | 0.02% | 1269 |
|
|
2016
Q1 | $38.9M | Sell |
738,348
-47,291
| -6% | -$2.49M | 0.02% | 1209 |
|
|
2015
Q4 | $44.2M | Sell |
785,639
-157,553
| -17% | -$8.86M | 0.03% | 974 |
|
|
2015
Q3 | $56.2M | Sell |
943,192
-152,146
| -14% | -$9.06M | 0.04% | 702 |
|
|
2015
Q2 | $72M | Buy |
1,095,338
+1,975
| +0.2% | +$130K | 0.04% | 567 |
|
|
2015
Q1 | $73M | Buy |
1,093,363
+14,529
| +1% | +$970K | 0.05% | 528 |
|
|
2014
Q4 | $59.2M | Buy |
1,078,834
+87,668
| +9% | +$4.81M | 0.04% | 621 |
|
|
2014
Q3 | $39.8M | Buy |
991,166
+127,083
| +15% | +$5.1M | 0.03% | 884 |
|
|
2014
Q2 | $37.2M | Buy |
864,083
+53,315
| +7% | +$2.29M | 0.03% | 980 |
|
|
2014
Q1 | $36.4M | Buy |
810,768
+16,555
| +2% | +$743K | 0.03% | 930 |
|
|
2013
Q4 | $34.9M | Sell |
794,213
-78,720
| -9% | -$3.46M | 0.03% | 919 |
|
|
2013
Q3 | $39.3M | Sell |
872,933
-22,135
| -2% | -$997K | 0.03% | 712 |
|
|
2013
Q2 | $33.3M | Buy |
+895,068
| New | +$33.3M | 0.03% | 766 |
|