Dimensional Fund Advisors
MMSI icon

Dimensional Fund Advisors’s Merit Medical Systems MMSI Stock Holding History

Dimensional Fund Advisors’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101M Buy
1,458,823
+221,525
+18% +$14.6M 0.02% 1170
2026
Q1 		$85.3M Buy
1,237,298
+12,285
+1% +$960K 0.02% 1169
2025
Q4 		$108M Buy
1,225,013
+47,151
+4% +$4.01M 0.02% 1014
2025
Q3 		$98M Buy
1,177,862
+68,711
+6% +$5.98M 0.02% 1080
2025
Q2 		$104M Sell
1,109,151
-41,235
-4% -$3.91M 0.02% 976
2025
Q1 		$122M Sell
1,150,386
-32,871
-3% -$3.39M 0.03% 817
2024
Q4 		$114M Sell
1,183,257
-52,069
-4% -$5.19M 0.03% 917
2024
Q3 		$122M Sell
1,235,326
-70,644
-5% -$6.46M 0.03% 860
2024
Q2 		$112M Sell
1,305,970
-13,686
-1% -$1.08M 0.03% 864
2024
Q1 		$100M Buy
1,319,656
+12,954
+1% +$1,000K 0.03% 951
2023
Q4 		$99.3M Buy
1,306,702
+41,065
+3% +$2.87M 0.03% 914
2023
Q3 		$87.4M Buy
1,265,637
+8,969
+0.7% +$645K 0.03% 920
2023
Q2 		$105M Sell
1,256,668
-143,303
-10% -$11.7M 0.03% 797
2023
Q1 		$104M Sell
1,399,971
-67,066
-5% -$4.71M 0.03% 765
2022
Q4 		$104K Sell
1,467,037
-28,911
-2% -$1.93M 0.03% 743
2022
Q3 		$84.5M Buy
1,495,948
+4,165
+0.3% +$240K 0.03% 828
2022
Q2 		$81M Sell
1,491,783
-112,784
-7% -$6.88M 0.03% 899
2022
Q1 		$107M Sell
1,604,567
-8,588
-0.5% -$516K 0.03% 800
2021
Q4 		$101M Sell
1,613,155
-50,245
-3% -$3.37M 0.03% 884
2021
Q3 		$119M Buy
1,663,400
+1,606
+0.1% +$109K 0.04% 686
2021
Q2 		$107M Buy
1,661,794
+88,635
+6% +$5.48M 0.03% 785
2021
Q1 		$94.2M Sell
1,573,159
-111,148
-7% -$6.37M 0.03% 884
2020
Q4 		$93.5M Sell
1,684,307
-195,635
-10% -$10.1M 0.03% 794
2020
Q3 		$81.8M Sell
1,879,942
-102,994
-5% -$4.65M 0.03% 746
2020
Q2 		$90.5M Buy
1,982,936
+73,249
+4% +$2.96M 0.04% 637
2020
Q1 		$59.7M Sell
1,909,687
-3,388
-0.2% -$121K 0.03% 862
2019
Q4 		$59.7M Buy
1,913,075
+274,298
+17% +$7.85M 0.02% 1250
2019
Q3 		$49.9M Buy
1,638,777
+282,952
+21% +$11.4M 0.02% 1390
2019
Q2 		$80.8M Sell
1,355,825
-420,471
-24% -$24.1M 0.03% 898
2019
Q1 		$110M Sell
1,776,296
-240,021
-12% -$13.6M 0.04% 590
2018
Q4 		$113M Sell
2,016,317
-53,494
-3% -$3.18M 0.05% 460
2018
Q3 		$127M Sell
2,069,811
-165,128
-7% -$9.49M 0.05% 503
2018
Q2 		$114M Sell
2,234,939
-139,603
-6% -$6.92M 0.05% 548
2018
Q1 		$108M Sell
2,374,542
-80,578
-3% -$3.65M 0.04% 567
2017
Q4 		$106M Sell
2,455,120
-150,048
-6% -$6.29M 0.04% 578
2017
Q3 		$110M Sell
2,605,168
-89,554
-3% -$3.61M 0.05% 522
2017
Q2 		$103M Buy
2,694,722
+19,257
+0.7% +$644K 0.05% 529
2017
Q1 		$77.3M Sell
2,675,465
-20,057
-0.7% -$562K 0.04% 712
2016
Q4 		$71.4M Buy
2,695,522
+80,045
+3% +$1.93M 0.04% 741
2016
Q3 		$63.5M Buy
2,615,477
+50,606
+2% +$1.17M 0.03% 785
2016
Q2 		$50.9M Buy
2,564,871
+93,965
+4% +$1.81M 0.03% 951
2016
Q1 		$45.7M Buy
2,470,906
+15,187
+0.6% +$263K 0.03% 1030
2015
Q4 		$45.7M Buy
2,455,719
+167,677
+7% +$3.37M 0.03% 943
2015
Q3 		$54.7M Buy
2,288,042
+119,146
+5% +$2.8M 0.04% 721
2015
Q2 		$46.7M Buy
2,168,896
+116,691
+6% +$2.37M 0.03% 938
2015
Q1 		$39.5M Buy
2,052,205
+218,326
+12% +$3.89M 0.02% 1078
2014
Q4 		$31.8M Buy
1,833,879
+110,398
+6% +$1.63M 0.02% 1238
2014
Q3 		$20.5M Buy
1,723,481
+51,844
+3% +$688K 0.01% 1616
2014
Q2 		$25.2M Buy
1,671,637
+97,119
+6% +$1.34M 0.02% 1400
2014
Q1 		$22.5M Buy
1,574,518
+94,048
+6% +$1.4M 0.02% 1453
2013
Q4 		$23.3M Buy
1,480,470
+165,020
+13% +$2.5M 0.02% 1373
2013
Q3 		$16M Buy
1,315,450
+102,839
+8% +$1.32M 0.01% 1683
2013
Q2 		$13.5M Buy
+1,212,611
New +$13M 0.01% 1725

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors's MMSI Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Merit Medical Systems (MMSI) stake by 18% in Q2 2026, buying an estimated $14.6M and bringing the position to 1,458,823 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #1170.

Dimensional Fund Advisors first reported a position in MMSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $127M in Q3 2018. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Dimensional Fund Advisors held 1,458,823 shares of Merit Medical Systems worth $101M as of Q2 2026.
  • Dimensional Fund Advisors bought 221,525 Merit Medical Systems shares in Q2 2026, an estimated $14.6M.
  • Merit Medical Systems made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1170 holding.
  • Dimensional Fund Advisors first reported a position in Merit Medical Systems in Q2 2013 and has held it in 53 quarters since.
  • Dimensional Fund Advisors's Merit Medical Systems position peaked at $127M in Q3 2018.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.