Dimensional Fund Advisors’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.2M Sell
884,507
-27,562
-3% -$2.12M 0.02% 1308
2025
Q1
$73.3M Sell
912,069
-56,770
-6% -$4.56M 0.02% 1206
2024
Q4
$71.5M Sell
968,839
-44,388
-4% -$3.28M 0.02% 1291
2024
Q3
$79.2M Sell
1,013,227
-22,314
-2% -$1.74M 0.02% 1213
2024
Q2
$90.7M Buy
1,035,541
+3,974
+0.4% +$348K 0.02% 1042
2024
Q1
$89.1M Buy
1,031,567
+4,982
+0.5% +$430K 0.02% 1029
2023
Q4
$87.2M Buy
1,026,585
+3,218
+0.3% +$273K 0.03% 1018
2023
Q3
$77.7M Sell
1,023,367
-7,999
-0.8% -$607K 0.03% 1010
2023
Q2
$81.4M Sell
1,031,366
-14,762
-1% -$1.17M 0.03% 984
2023
Q1
$75.6M Buy
1,046,128
+8,094
+0.8% +$585K 0.03% 1016
2022
Q4
$60.9K Buy
1,038,034
+2,170
+0.2% +$127 0.02% 1160
2022
Q3
$63.7M Buy
1,035,864
+2,875
+0.3% +$177K 0.02% 1025
2022
Q2
$69.3M Buy
1,032,989
+22
+0% +$1.48K 0.02% 1011
2022
Q1
$64.6M Buy
1,032,967
+12,769
+1% +$798K 0.02% 1187
2021
Q4
$72.9M Sell
1,020,198
-12,859
-1% -$918K 0.02% 1128
2021
Q3
$57.8M Sell
1,033,057
-6,932
-0.7% -$388K 0.02% 1288
2021
Q2
$50.8M Sell
1,039,989
-45,415
-4% -$2.22M 0.02% 1441
2021
Q1
$50.3M Sell
1,085,404
-64,448
-6% -$2.99M 0.02% 1441
2020
Q4
$49M Sell
1,149,852
-17,356
-1% -$740K 0.02% 1391
2020
Q3
$42.2M Sell
1,167,208
-19,137
-2% -$692K 0.02% 1337
2020
Q2
$46M Sell
1,186,345
-21,426
-2% -$831K 0.02% 1268
2020
Q1
$53.7M Sell
1,207,771
-5,960
-0.5% -$265K 0.03% 970
2019
Q4
$62.3M Sell
1,213,731
-10,627
-0.9% -$545K 0.02% 1215
2019
Q3
$65.8M Sell
1,224,358
-304
-0% -$16.3K 0.03% 1096
2019
Q2
$64.7M Buy
1,224,662
+8,940
+0.7% +$472K 0.03% 1144
2019
Q1
$60.6M Buy
1,215,722
+11,178
+0.9% +$557K 0.02% 1189
2018
Q4
$59.8M Buy
1,204,544
+14,909
+1% +$740K 0.03% 1036
2018
Q3
$57M Buy
1,189,635
+4,697
+0.4% +$225K 0.02% 1324
2018
Q2
$56.4M Buy
1,184,938
+4,197
+0.4% +$200K 0.02% 1288
2018
Q1
$51.2M Buy
1,180,741
+14,634
+1% +$634K 0.02% 1318
2017
Q4
$51.8M Buy
1,166,107
+7,387
+0.6% +$328K 0.02% 1318
2017
Q3
$50.2M Buy
1,158,720
+33,584
+3% +$1.46M 0.02% 1295
2017
Q2
$44.6M Buy
1,125,136
+5,334
+0.5% +$211K 0.02% 1374
2017
Q1
$42.4M Buy
1,119,802
+9,268
+0.8% +$351K 0.02% 1360
2016
Q4
$45.3M Buy
1,110,534
+3,535
+0.3% +$144K 0.02% 1234
2016
Q3
$38.3M Buy
1,106,999
+13,195
+1% +$456K 0.02% 1332
2016
Q2
$36.6M Buy
1,093,804
+45,088
+4% +$1.51M 0.02% 1298
2016
Q1
$31.1M Buy
1,048,716
+67,730
+7% +$2.01M 0.02% 1429
2015
Q4
$26.1M Buy
980,986
+17,250
+2% +$459K 0.02% 1539
2015
Q3
$25.1M Buy
963,736
+15,226
+2% +$397K 0.02% 1516
2015
Q2
$25.2M Buy
948,510
+36,837
+4% +$980K 0.02% 1601
2015
Q1
$29.3M Buy
911,673
+46,785
+5% +$1.51M 0.02% 1405
2014
Q4
$26.8M Buy
864,888
+35,131
+4% +$1.09M 0.02% 1432
2014
Q3
$22.1M Buy
829,757
+27,991
+3% +$747K 0.02% 1528
2014
Q2
$24.3M Buy
801,766
+62,934
+9% +$1.91M 0.02% 1447
2014
Q1
$22.7M Buy
738,832
+12,316
+2% +$379K 0.02% 1442
2013
Q4
$21.3M Buy
726,516
+297
+0% +$8.69K 0.02% 1485
2013
Q3
$20M Buy
726,219
+8,008
+1% +$221K 0.02% 1415
2013
Q2
$20.4M Buy
+718,211
New +$20.4M 0.02% 1259