Dimensional Fund Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
2,343,370
-50,322
| -2% | -$528K | 0.01% | 1872 |
|
|
2025
Q1 | $31M | Buy |
2,393,692
+206,750
| +9% | +$2.67M | 0.01% | 1731 |
|
|
2024
Q4 | $34.5M | Buy |
2,186,942
+233,342
| +12% | +$3.68M | 0.01% | 1727 |
|
|
2024
Q3 | $34.8M | Buy |
1,953,600
+75,894
| +4% | +$1.35M | 0.01% | 1718 |
|
|
2024
Q2 | $41.2M | Buy |
1,877,706
+80,266
| +4% | +$1.76M | 0.01% | 1578 |
|
|
2024
Q1 | $42.3M | Buy |
1,797,440
+68,179
| +4% | +$1.6M | 0.01% | 1578 |
|
|
2023
Q4 | $48M | Buy |
1,729,261
+76,480
| +5% | +$2.12M | 0.01% | 1476 |
|
|
2023
Q3 | $35.2M | Buy |
1,652,781
+157,563
| +11% | +$3.35M | 0.01% | 1584 |
|
|
2023
Q2 | $31.7M | Buy |
1,495,218
+104,952
| +8% | +$2.23M | 0.01% | 1677 |
|
|
2023
Q1 | $36.3M | Buy |
1,390,266
+245,981
| +21% | +$6.42M | 0.01% | 1568 |
|
|
2022
Q4 | $20.4K | Buy |
1,144,285
+146,728
| +15% | +$2.61K | 0.01% | 1862 |
|
|
2022
Q3 | $13.3M | Buy |
997,557
+252,768
| +34% | +$3.37M | 0.01% | 2039 |
|
|
2022
Q2 | $11.6M | Buy |
744,789
+326,702
| +78% | +$5.07M | ﹤0.01% | 2139 |
|
|
2022
Q1 | $6.68M | Buy |
418,087
+138,509
| +50% | +$2.21M | ﹤0.01% | 2449 |
|
|
2021
Q4 | $5.13M | Buy |
279,578
+84,221
| +43% | +$1.55M | ﹤0.01% | 2552 |
|
|
2021
Q3 | $3.56M | Buy |
+195,357
| New | +$3.56M | ﹤0.01% | 2677 |
|