Dimensional Fund Advisors
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Dimensional Fund Advisors’s National Healthcare NHC Stock Holding History

Dimensional Fund Advisors’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151M Sell
946,977
-11,301
-1% -$1.73M 0.03% 773
2025
Q4 		$131M Sell
958,278
-7,287
-0.8% -$941K 0.03% 859
2025
Q3 		$117M Sell
965,565
-4,297
-0.4% -$464K 0.03% 936
2025
Q2 		$104M Sell
969,862
-13,449
-1% -$1.34M 0.02% 975
2025
Q1 		$91.3M Sell
983,311
-6,005
-0.6% -$582K 0.02% 1052
2024
Q4 		$106M Sell
989,316
-21,559
-2% -$2.62M 0.03% 972
2024
Q3 		$127M Sell
1,010,875
-11,158
-1% -$1.4M 0.03% 839
2024
Q2 		$111M Buy
1,022,033
+31,697
+3% +$3.09M 0.03% 875
2024
Q1 		$93.6M Buy
990,336
+32,521
+3% +$3.08M 0.03% 995
2023
Q4 		$88.5M Buy
957,815
+22,317
+2% +$1.71M 0.03% 1009
2023
Q3 		$59.9M Buy
935,498
+29,102
+3% +$1.86M 0.02% 1223
2023
Q2 		$56M Buy
906,396
+22,899
+3% +$1.36M 0.02% 1264
2023
Q1 		$51.3M Buy
883,497
+37,531
+4% +$2.16M 0.02% 1301
2022
Q4 		$50.3K Buy
845,966
+25,313
+3% +$1.53M 0.01% 1301
2022
Q3 		$52M Buy
820,653
+25,003
+3% +$1.74M 0.02% 1198
2022
Q2 		$55.6M Buy
795,650
+35,493
+5% +$2.49M 0.02% 1204
2022
Q1 		$53.4M Buy
760,157
+10,798
+1% +$726K 0.02% 1362
2021
Q4 		$50.9M Sell
749,359
-5,263
-0.7% -$364K 0.02% 1396
2021
Q3 		$52.8M Buy
754,622
+1,746
+0.2% +$127K 0.02% 1370
2021
Q2 		$52.6M Buy
752,876
+9,653
+1% +$702K 0.02% 1410
2021
Q1 		$57.9M Sell
743,223
-3,234
-0.4% -$229K 0.02% 1320
2020
Q4 		$49.6M Sell
746,457
-572
-0.1% -$37.7K 0.02% 1379
2020
Q3 		$46.5M Buy
747,029
+4,982
+0.7% +$312K 0.02% 1264
2020
Q2 		$47.1M Buy
742,047
+3,932
+0.5% +$264K 0.02% 1255
2020
Q1 		$52.9M Buy
738,115
+5,143
+0.7% +$407K 0.03% 987
2019
Q4 		$63.4M Buy
732,972
+6,232
+0.9% +$521K 0.02% 1198
2019
Q3 		$59.5M Buy
726,740
+3,144
+0.4% +$260K 0.02% 1223
2019
Q2 		$58.7M Buy
723,596
+15,295
+2% +$1.18M 0.02% 1263
2019
Q1 		$53.7M Buy
708,301
+17,018
+2% +$1.35M 0.02% 1326
2018
Q4 		$54.2M Buy
691,283
+36,153
+6% +$2.83M 0.02% 1144
2018
Q3 		$49.4M Buy
655,130
+27,687
+4% +$2.04M 0.02% 1475
2018
Q2 		$44.2M Buy
627,443
+28,207
+5% +$1.85M 0.02% 1551
2018
Q1 		$35.7M Buy
599,236
+26,590
+5% +$1.63M 0.01% 1689
2017
Q4 		$34.9M Buy
572,646
+18,114
+3% +$1.16M 0.01% 1691
2017
Q3 		$34.7M Buy
554,532
+24,685
+5% +$1.59M 0.02% 1659
2017
Q2 		$37.2M Buy
529,847
+28,157
+6% +$2.01M 0.02% 1550
2017
Q1 		$35.8M Buy
501,690
+23,411
+5% +$1.73M 0.02% 1533
2016
Q4 		$36.2M Buy
478,279
+25,592
+6% +$1.77M 0.02% 1475
2016
Q3 		$29.9M Buy
452,687
+13,135
+3% +$852K 0.02% 1575
2016
Q2 		$28.5M Buy
439,552
+34,421
+8% +$2.19M 0.02% 1553
2016
Q1 		$25.2M Buy
405,131
+10,970
+3% +$683K 0.02% 1621
2015
Q4 		$24.3M Buy
394,161
+13,871
+4% +$899K 0.02% 1613
2015
Q3 		$23.2M Buy
380,290
+6,970
+2% +$436K 0.02% 1588
2015
Q2 		$24.3M Buy
373,320
+5,610
+2% +$356K 0.01% 1638
2015
Q1 		$23.4M Buy
367,710
+3,444
+0.9% +$219K 0.01% 1645
2014
Q4 		$22.9M Buy
364,266
+8,878
+2% +$533K 0.02% 1617
2014
Q3 		$19.7M Buy
355,388
+3,857
+1% +$218K 0.01% 1655
2014
Q2 		$19.8M Buy
351,531
+1,138
+0.3% +$62K 0.01% 1663
2014
Q1 		$19.5M Buy
350,393
+2,621
+0.8% +$137K 0.01% 1602
2013
Q4 		$18.7M Buy
347,772
+8,591
+3% +$439K 0.01% 1620
2013
Q3 		$16M Buy
339,181
+2,687
+0.8% +$128K 0.01% 1676
2013
Q2 		$16.1M Buy
+336,494
New +$15.7M 0.02% 1536

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its National Healthcare (NHC) stake by 1.2% in Q1 2026, selling an estimated $1.73M and leaving 946,977 shares worth $151M. The position accounts for 0.03% of the portfolio, ranked #773.

Dimensional Fund Advisors first reported a position in NHC in Q2 2013 and has held it in 52 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Dimensional Fund Advisors held 946,977 shares of National Healthcare worth $151M as of Q1 2026.
  • Dimensional Fund Advisors sold 11,301 National Healthcare shares in Q1 2026, an estimated $1.73M.
  • National Healthcare made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #773 holding.
  • Dimensional Fund Advisors first reported a position in National Healthcare in Q2 2013 and has held it in 52 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

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