Dimensional Fund Advisors’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1M | Buy |
1,716,407
+139,704
| +9% | +$4.89M | 0.01% | 1384 |
|
|
2025
Q1 | $57.5M | Buy |
1,576,703
+179,766
| +13% | +$6.56M | 0.01% | 1387 |
|
|
2024
Q4 | $52.3M | Buy |
1,396,937
+59,059
| +4% | +$2.21M | 0.01% | 1496 |
|
|
2024
Q3 | $50.5M | Buy |
1,337,878
+87,147
| +7% | +$3.29M | 0.01% | 1509 |
|
|
2024
Q2 | $40.9M | Buy |
1,250,731
+179,775
| +17% | +$5.88M | 0.01% | 1582 |
|
|
2024
Q1 | $38.4M | Buy |
1,070,956
+152,291
| +17% | +$5.46M | 0.01% | 1642 |
|
|
2023
Q4 | $33.5M | Buy |
918,665
+232,191
| +34% | +$8.47M | 0.01% | 1706 |
|
|
2023
Q3 | $23M | Buy |
686,474
+185,433
| +37% | +$6.22M | 0.01% | 1846 |
|
|
2023
Q2 | $17.1M | Buy |
501,041
+320,739
| +178% | +$10.9M | 0.01% | 2008 |
|
|
2023
Q1 | $5.88M | Buy |
180,302
+155,936
| +640% | +$5.09M | ﹤0.01% | 2427 |
|
|
2022
Q4 | $776 | Sell |
24,366
-2,513
| -9% | -$80 | ﹤0.01% | 2960 |
|
|
2022
Q3 | $754K | Buy |
26,879
+8,517
| +46% | +$239K | ﹤0.01% | 2960 |
|
|
2022
Q2 | $613K | Sell |
18,362
-581
| -3% | -$19.4K | ﹤0.01% | 3023 |
|
|
2022
Q1 | $651K | Buy |
+18,943
| New | +$651K | ﹤0.01% | 3090 |
|