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
Q2 		$13.1M Sell
1,973,595
-86,843
-4% -$624K ﹤0.01% 2198
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
New +$31.4M 0.01% 1568
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 $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors's OEC Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Orion (OEC) stake by 4.2% in Q2 2026, selling an estimated $624K and leaving 1,973,595 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

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. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Dimensional Fund Advisors held 1,973,595 shares of Orion worth $13.1M as of Q2 2026.
  • Dimensional Fund Advisors sold 86,843 Orion shares in Q2 2026, an estimated $624K.
  • Orion made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2198 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.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.