Dimensional Fund Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
+2,067
| New | +$835K | ﹤0.01% | 2919 |
|
|
2022
Q1 | – | Sell |
-2,091
| Closed | -$1.14M | – | 3539 |
|
|
2021
Q4 | $1.14M | Sell |
2,091
-7,991
| -79% | -$4.35M | ﹤0.01% | 3000 |
|
|
2021
Q3 | $5.83M | Sell |
10,082
-155,012
| -94% | -$89.7M | ﹤0.01% | 2543 |
|
|
2021
Q2 | $110M | Buy |
165,094
+129
| +0.1% | +$85.7K | 0.03% | 770 |
|
|
2021
Q1 | $112M | Sell |
164,965
-30,161
| -15% | -$20.5M | 0.04% | 737 |
|
|
2020
Q4 | $75.8M | Sell |
195,126
-9,622
| -5% | -$3.74M | 0.03% | 1006 |
|
|
2020
Q3 | $30.8M | Sell |
204,748
-11,097
| -5% | -$1.67M | 0.01% | 1583 |
|
|
2020
Q2 | $25.5M | Sell |
215,845
-9,111
| -4% | -$1.08M | 0.01% | 1729 |
|
|
2020
Q1 | $26.6M | Sell |
224,956
-7,548
| -3% | -$891K | 0.01% | 1564 |
|
|
2019
Q4 | $33.2M | Sell |
232,504
-5,854
| -2% | -$835K | 0.01% | 1758 |
|
|
2019
Q3 | $35.4M | Sell |
238,358
-1,307
| -0.5% | -$194K | 0.01% | 1680 |
|
|
2019
Q2 | $34.3M | Sell |
239,665
-22,911
| -9% | -$3.28M | 0.01% | 1742 |
|
|
2019
Q1 | $37.9M | Buy |
262,576
+1,004
| +0.4% | +$145K | 0.02% | 1654 |
|
|
2018
Q4 | $33.4M | Buy |
261,572
+3,470
| +1% | +$443K | 0.02% | 1644 |
|
|
2018
Q3 | $36.3M | Buy |
258,102
+1,817
| +0.7% | +$256K | 0.01% | 1747 |
|
|
2018
Q2 | $32.7M | Buy |
256,285
+3,681
| +1% | +$470K | 0.01% | 1803 |
|
|
2018
Q1 | $32.6M | Buy |
252,604
+4,752
| +2% | +$613K | 0.01% | 1752 |
|
|
2017
Q4 | $32.5M | Buy |
247,852
+15,225
| +7% | +$2M | 0.01% | 1759 |
|
|
2017
Q3 | $29.7M | Buy |
232,627
+32,375
| +16% | +$4.13M | 0.01% | 1800 |
|
|
2017
Q2 | $38.4M | Buy |
200,252
+490
| +0.2% | +$93.9K | 0.02% | 1529 |
|
|
2017
Q1 | $37.5M | Buy |
199,762
+4,091
| +2% | +$768K | 0.02% | 1497 |
|
|
2016
Q4 | $38.6M | Buy |
195,671
+2,916
| +2% | +$576K | 0.02% | 1412 |
|
|
2016
Q3 | $32.3M | Buy |
192,755
+4,117
| +2% | +$689K | 0.02% | 1501 |
|
|
2016
Q2 | $33M | Buy |
188,638
+7,499
| +4% | +$1.31M | 0.02% | 1410 |
|
|
2016
Q1 | $32.6M | Buy |
181,139
+50,195
| +38% | +$9.02M | 0.02% | 1380 |
|
|
2015
Q4 | $23.5M | Buy |
130,944
+82,851
| +172% | +$14.9M | 0.01% | 1642 |
|
|
2015
Q3 | $9.45M | Buy |
48,093
+44,213
| +1,140% | +$8.69M | 0.01% | 2243 |
|
|
2015
Q2 | $660K | Buy |
3,880
+19
| +0.5% | +$3.23K | ﹤0.01% | 3088 |
|
|
2015
Q1 | $653K | Sell |
3,861
-2,834
| -42% | -$479K | ﹤0.01% | 3070 |
|
|
2014
Q4 | $1.09M | Sell |
6,695
-5,365
| -44% | -$871K | ﹤0.01% | 2990 |
|
|
2014
Q3 | $1.58M | Sell |
12,060
-500
| -4% | -$65.4K | ﹤0.01% | 2902 |
|
|
2014
Q2 | $1.77M | Buy |
12,560
+9,820
| +358% | +$1.38M | ﹤0.01% | 2894 |
|
|
2014
Q1 | $316K | Buy |
2,740
+2,640
| +2,640% | +$304K | ﹤0.01% | 3251 |
|
|
2013
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 3492 |
|
|
2013
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 3529 |
|
|
2013
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 3532 |
|