Dimensional Fund Advisors
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Dimensional Fund Advisors’s Orion OEC Stock Holding History

Dimensional Fund Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4M Sell
2,060,438
-140,901
-6% -$834K ﹤0.01% 2148
2025
Q4 		$11.6M Sell
2,201,339
-149,076
-6% -$809K ﹤0.01% 2233
2025
Q3 		$17.8M Buy
2,350,415
+7,045
+0.3% +$71.2K ﹤0.01% 2043
2025
Q2 		$24.6M Sell
2,343,370
-50,322
-2% -$569K 0.01% 1872
2025
Q1 		$31M Buy
2,393,692
+206,750
+9% +$2.92M 0.01% 1731
2024
Q4 		$34.5M Buy
2,186,942
+233,342
+12% +$3.94M 0.01% 1727
2024
Q3 		$34.8M Buy
1,953,600
+75,894
+4% +$1.46M 0.01% 1718
2024
Q2 		$41.2M Buy
1,877,706
+80,266
+4% +$1.93M 0.01% 1578
2024
Q1 		$42.3M Buy
1,797,440
+68,179
+4% +$1.58M 0.01% 1578
2023
Q4 		$48M Buy
1,729,261
+76,480
+5% +$1.75M 0.01% 1476
2023
Q3 		$35.2M Buy
1,652,781
+157,563
+11% +$3.44M 0.01% 1584
2023
Q2 		$31.7M Buy
1,495,218
+104,952
+8% +$2.53M 0.01% 1677
2023
Q1 		$36.3M Buy
1,390,266
+245,981
+21% +$5.56M 0.01% 1568
2022
Q4 		$20.4K Buy
1,144,285
+146,728
+15% +$2.47M 0.01% 1862
2022
Q3 		$13.3M Buy
997,557
+252,768
+34% +$4.11M 0.01% 2039
2022
Q2 		$11.6M Buy
744,789
+326,702
+78% +$5.47M ﹤0.01% 2139
2022
Q1 		$6.68M Buy
418,087
+138,509
+50% +$2.39M ﹤0.01% 2449
2021
Q4 		$5.13M Buy
279,578
+84,221
+43% +$1.57M ﹤0.01% 2552
2021
Q3 		$3.56M Buy
+195,357
New +$3.5M ﹤0.01% 2677

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Orion (OEC) stake by 6.4% in Q1 2026, selling an estimated $834K and leaving 2,060,438 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Dimensional Fund Advisors first reported a position in OEC in Q3 2021 and has held it in 19 quarters since. The position peaked at $48M in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Dimensional Fund Advisors held 2,060,438 shares of Orion worth $13.4M as of Q1 2026.
  • Dimensional Fund Advisors sold 140,901 Orion shares in Q1 2026, an estimated $834K.
  • Orion made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2148 holding.
  • Dimensional Fund Advisors first reported a position in Orion in Q3 2021 and has held it in 19 quarters since.
  • Dimensional Fund Advisors's Orion position peaked at $48M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

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