Dimensional Fund Advisors
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Dimensional Fund Advisors’s NiSource NI Stock Holding History

Dimensional Fund Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$98.3M Sell
2,436,899
-38,805
-2% -$1.57M 0.02% 1023
2025
Q1 		$99.2M Sell
2,475,704
-73,085
-3% -$2.93M 0.02% 983
2024
Q4 		$93.7M Buy
2,548,789
+46,072
+2% +$1.69M 0.02% 1070
2024
Q3 		$86.7M Buy
2,502,717
+178,719
+8% +$6.19M 0.02% 1156
2024
Q2 		$67M Buy
2,323,998
+157,236
+7% +$4.53M 0.02% 1254
2024
Q1 		$59.9M Sell
2,166,762
-14,396
-0.7% -$398K 0.02% 1341
2023
Q4 		$57.9M Buy
2,181,158
+10,489
+0.5% +$278K 0.02% 1332
2023
Q3 		$53.6M Sell
2,170,669
-45,411
-2% -$1.12M 0.02% 1297
2023
Q2 		$60.6M Buy
2,216,080
+43,993
+2% +$1.2M 0.02% 1219
2023
Q1 		$60.7M Buy
2,172,087
+59,139
+3% +$1.65M 0.02% 1179
2022
Q4 		$57.9K Buy
2,112,948
+71,896
+4% +$1.97K 0.02% 1214
2022
Q3 		$51.4M Sell
2,041,052
-13,181
-0.6% -$332K 0.02% 1207
2022
Q2 		$60.6M Buy
2,054,233
+101,557
+5% +$2.99M 0.02% 1132
2022
Q1 		$62.1M Buy
1,952,676
+447,102
+30% +$14.2M 0.02% 1226
2021
Q4 		$41.6M Buy
1,505,574
+22,076
+1% +$610K 0.01% 1541
2021
Q3 		$35.9M Buy
1,483,498
+54,374
+4% +$1.32M 0.01% 1661
2021
Q2 		$35M Buy
1,429,124
+43,580
+3% +$1.07M 0.01% 1721
2021
Q1 		$33.4M Sell
1,385,544
-43,624
-3% -$1.05M 0.01% 1725
2020
Q4 		$32.8M Buy
1,429,168
+16,184
+1% +$371K 0.01% 1700
2020
Q3 		$31.1M Buy
1,412,984
+62,212
+5% +$1.37M 0.01% 1574
2020
Q2 		$30.7M Buy
1,350,772
+8,277
+0.6% +$188K 0.01% 1586
2020
Q1 		$33.5M Sell
1,342,495
-95,387
-7% -$2.38M 0.02% 1380
2019
Q4 		$40M Sell
1,437,882
-24,195
-2% -$674K 0.01% 1628
2019
Q3 		$43.7M Sell
1,462,077
-16,751
-1% -$501K 0.02% 1509
2019
Q2 		$42.6M Buy
1,478,828
+26,981
+2% +$777K 0.02% 1572
2019
Q1 		$41.6M Sell
1,451,847
-23,597
-2% -$676K 0.02% 1588
2018
Q4 		$37.4M Buy
1,475,444
+74,548
+5% +$1.89M 0.02% 1548
2018
Q3 		$34.9M Buy
1,400,896
+200,381
+17% +$4.99M 0.01% 1773
2018
Q2 		$31.5M Buy
1,200,515
+24,553
+2% +$645K 0.01% 1841
2018
Q1 		$28.1M Buy
1,175,962
+5,352
+0.5% +$128K 0.01% 1853
2017
Q4 		$30M Sell
1,170,610
-65,747
-5% -$1.69M 0.01% 1823
2017
Q3 		$31.6M Buy
1,236,357
+10
+0% +$256 0.01% 1742
2017
Q2 		$31.4M Buy
1,236,347
+15,843
+1% +$402K 0.01% 1708
2017
Q1 		$29M Buy
1,220,504
+12,599
+1% +$300K 0.01% 1730
2016
Q4 		$26.7M Sell
1,207,905
-18,531
-2% -$410K 0.01% 1759
2016
Q3 		$29.6M Sell
1,226,436
-21,046
-2% -$507K 0.02% 1590
2016
Q2 		$33.1M Buy
1,247,482
+2,642
+0.2% +$70.1K 0.02% 1405
2016
Q1 		$29.3M Sell
1,244,840
-2,200
-0.2% -$51.8K 0.02% 1488
2015
Q4 		$24.3M Buy
1,247,040
+19,209
+2% +$375K 0.02% 1612
2015
Q3 		$22.8M Sell
1,227,831
-282,400
-19% -$5.24M 0.01% 1611
2015
Q2 		$27.1M Buy
1,510,231
+261,975
+21% +$4.69M 0.02% 1538
2015
Q1 		$21.7M Buy
1,248,256
+99,201
+9% +$1.72M 0.01% 1712
2014
Q4 		$19.2M Buy
1,149,055
+74,984
+7% +$1.25M 0.01% 1780
2014
Q3 		$17.3M Sell
1,074,071
-24,254
-2% -$391K 0.01% 1791
2014
Q2 		$17M Buy
1,098,325
+10,742
+1% +$166K 0.01% 1810
2014
Q1 		$15.2M Buy
1,087,583
+33,513
+3% +$468K 0.01% 1834
2013
Q4 		$13.6M Buy
1,054,070
+86,924
+9% +$1.12M 0.01% 1913
2013
Q3 		$11.7M Buy
967,146
+34,078
+4% +$414K 0.01% 1969
2013
Q2 		$10.5M Buy
+933,068
New +$10.5M 0.01% 1946