Dimensional Fund Advisors
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Dimensional Fund Advisors’s NACCO Industries NC Stock Holding History

Dimensional Fund Advisors’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8M Sell
399,808
-402
-0.1% -$20.8K ﹤0.01% 1954
2025
Q4 		$19.6M Buy
400,210
+104
+0% +$4.78K ﹤0.01% 1976
2025
Q3 		$16.9M Sell
400,106
-3,963
-1% -$157K ﹤0.01% 2079
2025
Q2 		$17.9M Sell
404,069
-5,058
-1% -$183K ﹤0.01% 2023
2025
Q1 		$13.8M Sell
409,127
-8,879
-2% -$286K ﹤0.01% 2112
2024
Q4 		$12.5M Sell
418,006
-12,274
-3% -$364K ﹤0.01% 2217
2024
Q3 		$12.2M Sell
430,280
-8,418
-2% -$238K ﹤0.01% 2216
2024
Q2 		$12.1M Sell
438,698
-8,072
-2% -$245K ﹤0.01% 2176
2024
Q1 		$13.5M Buy
446,770
+10,241
+2% +$347K ﹤0.01% 2183
2023
Q4 		$15.9M Sell
436,529
-258
-0.1% -$9.04K ﹤0.01% 2100
2023
Q3 		$15.3M Sell
436,787
-1,783
-0.4% -$60.6K 0.01% 2061
2023
Q2 		$15.2M Sell
438,570
-5,822
-1% -$199K ﹤0.01% 2061
2023
Q1 		$16M Buy
444,392
+2,748
+0.6% +$103K 0.01% 2011
2022
Q4 		$16.8K Buy
441,644
+5,687
+1% +$267K 0.01% 1949
2022
Q3 		$20.5M Sell
435,957
-2,920
-0.7% -$127K 0.01% 1816
2022
Q2 		$16.6M Buy
438,877
+6,946
+2% +$331K 0.01% 1970
2022
Q1 		$16.9M Sell
431,931
-764
-0.2% -$25.1K 0.01% 2049
2021
Q4 		$15.7M Sell
432,695
-5,798
-1% -$188K ﹤0.01% 2118
2021
Q3 		$13.1M Sell
438,493
-5,811
-1% -$152K ﹤0.01% 2202
2021
Q2 		$11.6M Buy
444,304
+436
+0.1% +$10.8K ﹤0.01% 2291
2021
Q1 		$11.1M Buy
443,868
+346
+0.1% +$8.46K ﹤0.01% 2286
2020
Q4 		$11.7M Sell
443,522
-10,192
-2% -$242K ﹤0.01% 2221
2020
Q3 		$8.26M Sell
453,714
-3,208
-0.7% -$69.5K ﹤0.01% 2280
2020
Q2 		$10.6M Buy
456,922
+1,040
+0.2% +$28K ﹤0.01% 2179
2020
Q1 		$12.8M Hold
455,882
– – 0.01% 1989
2019
Q4 		$21.3M Buy
455,882
+341
+0.1% +$18.1K 0.01% 2011
2019
Q3 		$29.1M Buy
455,541
+113
+0% +$5.9K 0.01% 1802
2019
Q2 		$23.7M Buy
455,428
+5,643
+1% +$264K 0.01% 1952
2019
Q1 		$17.2M Sell
449,785
-1,761
-0.4% -$64.3K 0.01% 2131
2018
Q4 		$15.3M Sell
451,546
-106
-0% -$3.5K 0.01% 2131
2018
Q3 		$14.8M Buy
451,652
+3,063
+0.7% +$104K 0.01% 2266
2018
Q2 		$15.1M Buy
448,589
+2,119
+0.5% +$76.7K 0.01% 2242
2018
Q1 		$14.7M Hold
446,470
– – 0.01% 2212
2017
Q4 		$16.8M Sell
446,470
-1,500,113
-77% -$60.3M 0.01% 2146
2017
Q3 		$38.2M Buy
1,946,583
+4,123
+0.2% +$68.2K 0.02% 1570
2017
Q2 		$31.4M Sell
1,942,460
-4,381
-0.2% -$73.2K 0.01% 1706
2017
Q1 		$31M Sell
1,946,841
-1,896
-0.1% -$31.7K 0.01% 1674
2016
Q4 		$40.3M Sell
1,948,737
-4,740
-0.2% -$90.3K 0.02% 1366
2016
Q3 		$30.3M Buy
1,953,477
+6,920
+0.4% +$99.2K 0.02% 1566
2016
Q2 		$24.9M Buy
1,946,557
+68,019
+4% +$877K 0.01% 1662
2016
Q1 		$24.6M Sell
1,878,538
-52,599
-3% -$583K 0.01% 1643
2015
Q4 		$18.6M Sell
1,931,137
-23,710
-1% -$241K 0.01% 1837
2015
Q3 		$21.2M Sell
1,954,847
-56,805
-3% -$699K 0.01% 1679
2015
Q2 		$27.9M Sell
2,011,652
-62,967
-3% -$805K 0.02% 1498
2015
Q1 		$25.1M Buy
2,074,619
+20,580
+1% +$263K 0.02% 1550
2014
Q4 		$27.9M Buy
2,054,039
+17,495
+0.9% +$225K 0.02% 1385
2014
Q3 		$23.1M Buy
2,036,544
+5,931
+0.3% +$70.3K 0.02% 1468
2014
Q2 		$23.5M Buy
2,030,613
+8,378
+0.4% +$101K 0.02% 1492
2014
Q1 		$25M Sell
2,022,235
-21,767
-1% -$286K 0.02% 1339
2013
Q4 		$29M Buy
2,044,002
+8,798
+0.4% +$119K 0.02% 1099
2013
Q3 		$25.8M Sell
2,035,204
-10,348
-0.5% -$137K 0.02% 1111
2013
Q2 		$26.8M Buy
+2,045,552
New +$25.3M 0.03% 955

Other funds holding NC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Dimensional Fund Advisors's NC Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its NACCO Industries (NC) stake by 0.1% in Q1 2026, selling an estimated $20.8K and leaving 399,808 shares worth $20.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Dimensional Fund Advisors first reported a position in NC in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.3M in Q4 2016. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Dimensional Fund Advisors held 399,808 shares of NACCO Industries worth $20.8M as of Q1 2026.
  • Dimensional Fund Advisors sold 402 NACCO Industries shares in Q1 2026, an estimated $20.8K.
  • NACCO Industries made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1954 holding.
  • Dimensional Fund Advisors first reported a position in NACCO Industries in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's NACCO Industries position peaked at $40.3M in Q4 2016.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.