Dimensional Fund Advisors’s Oportun Financial OPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.29M	Buy	1,363,788 +234,723	+21%	+$1.19M	﹤0.01%	2424
2025 Q4	$5.97M	Buy	1,129,065 +116,951	+12%	+$617K	﹤0.01%	2472
2025 Q3	$6.24M	Buy	1,012,114 +147,319	+17%	+$949K	﹤0.01%	2474
2025 Q2	$6.19M	Buy	864,795 +159,497	+23%	+$957K	﹤0.01%	2459
2025 Q1	$3.87M	Buy	705,298 +136,987	+24%	+$753K	﹤0.01%	2569
2024 Q4	$2.21M	Buy	568,311 +24,984	+5%	+$80.6K	﹤0.01%	2764
2024 Q3	$1.53M	Sell	543,327 -39,064	-7%	-$113K	﹤0.01%	2838
2024 Q2	$1.69M	Sell	582,391 -3,945	-0.7%	-$12K	﹤0.01%	2801
2024 Q1	$1.42M	Buy	586,336 +13,087	+2%	+$47.3K	﹤0.01%	2858
2023 Q4	$2.24M	Buy	573,249 +71,739	+14%	+$306K	﹤0.01%	2768
2023 Q3	$3.62M	Buy	501,510 +157,626	+46%	+$1.04M	﹤0.01%	2626
2023 Q2	$2.05M	Buy	343,884 +109,780	+47%	+$539K	﹤0.01%	2777
2023 Q1	$904K	Buy	234,104 +152,282	+186%	+$856K	﹤0.01%	2921
2022 Q4	$451	Sell	81,822 -1,634	-2%	-$8.55K	﹤0.01%	3051
2022 Q3	$365K	Sell	83,456 -53,200	-39%	-$378K	﹤0.01%	3113
2022 Q2	$1.13M	Sell	136,656 -18,748	-12%	-$216K	﹤0.01%	2892
2022 Q1	$2.23M	Buy	155,404 +21,273	+16%	+$355K	﹤0.01%	2799
2021 Q4	$2.72M	Buy	134,131 +51,749	+63%	+$1.21M	﹤0.01%	2766
2021 Q3	$2.06M	Buy	82,382 +31,789	+63%	+$733K	﹤0.01%	2846
2021 Q2	$1.01M	Buy	+50,593	New	+$1.04M	﹤0.01%	3023