Dimensional Fund Advisors
NVEE

Dimensional Fund Advisors’s NV5 Global NVEE Stock Holding History

Dimensional Fund Advisors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,870,793
Closed -$66.3M – 3321
2025
Q2 		$66.3M Buy
2,870,793
+147,557
+5% +$2.95M 0.02% 1325
2025
Q1 		$52.5M Buy
2,723,236
+208,920
+8% +$3.83M 0.01% 1444
2024
Q4 		$47.4M Buy
2,514,316
+65,044
+3% +$1.43M 0.01% 1541
2024
Q3 		$57.2M Buy
2,449,272
+117,564
+5% +$2.79M 0.01% 1432
2024
Q2 		$54.2M Buy
2,331,708
+157,400
+7% +$3.67M 0.01% 1410
2024
Q1 		$53.3M Buy
2,174,308
+127,148
+6% +$3.3M 0.01% 1411
2023
Q4 		$56.9M Buy
2,047,160
+49,748
+2% +$1.26M 0.02% 1348
2023
Q3 		$48.1M Buy
1,997,412
+21,484
+1% +$554K 0.02% 1373
2023
Q2 		$54.7M Buy
1,975,928
+79,300
+4% +$1.95M 0.02% 1290
2023
Q1 		$49.3M Buy
1,896,628
+50,024
+3% +$1.5M 0.02% 1331
2022
Q4 		$61.1K Sell
1,846,604
-9,056
-0.5% -$315K 0.02% 1158
2022
Q3 		$57.4M Buy
1,855,660
+13,808
+0.7% +$451K 0.02% 1106
2022
Q2 		$53.8M Buy
1,841,852
+5,992
+0.3% +$180K 0.02% 1241
2022
Q1 		$61.2M Buy
1,835,860
+10,076
+0.6% +$296K 0.02% 1236
2021
Q4 		$63M Buy
1,825,784
+7,416
+0.4% +$214K 0.02% 1252
2021
Q3 		$44.8M Buy
1,818,368
+19,080
+1% +$470K 0.01% 1495
2021
Q2 		$42.5M Sell
1,799,288
-135,052
-7% -$3.07M 0.01% 1569
2021
Q1 		$46.7M Sell
1,934,340
-57,372
-3% -$1.37M 0.02% 1496
2020
Q4 		$39.2M Sell
1,991,712
-14,836
-0.7% -$250K 0.01% 1568
2020
Q3 		$26.5M Buy
2,006,548
+30,076
+2% +$401K 0.01% 1689
2020
Q2 		$25.1M Sell
1,976,472
-47,220
-2% -$531K 0.01% 1738
2020
Q1 		$20.9M Sell
2,023,692
-61,828
-3% -$826K 0.01% 1717
2019
Q4 		$26.3M Sell
2,085,520
-38,792
-2% -$565K 0.01% 1897
2019
Q3 		$36.3M Buy
2,124,312
+20,228
+1% +$368K 0.01% 1653
2019
Q2 		$42.8M Sell
2,104,084
-2,152
-0.1% -$38.4K 0.02% 1567
2019
Q1 		$31.3M Buy
2,106,236
+33,928
+2% +$584K 0.01% 1791
2018
Q4 		$31.4M Sell
2,072,308
-11,764
-0.6% -$218K 0.01% 1695
2018
Q3 		$45.2M Buy
2,084,072
+53,708
+3% +$1.11M 0.02% 1573
2018
Q2 		$35.2M Buy
2,030,364
+95,332
+5% +$1.49M 0.01% 1756
2018
Q1 		$27M Buy
1,935,032
+153,316
+9% +$1.89M 0.01% 1883
2017
Q4 		$24.1M Buy
1,781,716
+133,292
+8% +$1.81M 0.01% 1963
2017
Q3 		$22.5M Buy
1,648,424
+255,556
+18% +$2.89M 0.01% 1979
2017
Q2 		$14.8M Buy
1,392,868
+289,152
+26% +$2.79M 0.01% 2181
2017
Q1 		$10.4M Buy
1,103,716
+195,608
+22% +$1.85M 0.01% 2310
2016
Q4 		$7.58M Buy
908,108
+207,040
+30% +$1.7M ﹤0.01% 2409
2016
Q3 		$5.66M Buy
701,068
+178,008
+34% +$1.41M ﹤0.01% 2469
2016
Q2 		$3.72M Buy
523,060
+107,836
+26% +$727K ﹤0.01% 2598
2016
Q1 		$2.79M Buy
415,224
+56,876
+16% +$293K ﹤0.01% 2678
2015
Q4 		$1.97M Buy
358,348
+77,704
+28% +$425K ﹤0.01% 2817
2015
Q3 		$1.3M Buy
280,644
+112,472
+67% +$641K ﹤0.01% 2936
2015
Q2 		$1.02M Buy
168,172
+91,412
+119% +$480K ﹤0.01% 3017
2015
Q1 		$314K Buy
76,760
+69,364
+938% +$222K ﹤0.01% 3170
2014
Q4 		$24K Buy
+7,396
New +$21.2K ﹤0.01% 3409

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Dimensional Fund Advisors's NVEE Position: Q3 2025 in Review

Dimensional Fund Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 2,870,793 shares — an estimated $66.3M sold.

Dimensional Fund Advisors first reported a position in NVEE in Q4 2014 and held it in 43 quarters. The position peaked at $66.3M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Dimensional Fund Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,870,793 NV5 Global shares in Q3 2025, an estimated $66.3M.
  • Dimensional Fund Advisors first reported a position in NV5 Global in Q4 2014 and held it in 43 quarters.
  • Dimensional Fund Advisors's NV5 Global position peaked at $66.3M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Dimensional Fund Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.