Dimensional Fund Advisors’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
273,917
+18,942
| +7% | +$935K | ﹤0.01% | 2148 |
|
|
2025
Q1 | $11.3M | Buy |
254,975
+22,944
| +10% | +$1.02M | ﹤0.01% | 2198 |
|
|
2024
Q4 | $11.9M | Buy |
232,031
+9,889
| +4% | +$506K | ﹤0.01% | 2239 |
|
|
2024
Q3 | $10.4M | Buy |
222,142
+30,208
| +16% | +$1.42M | ﹤0.01% | 2292 |
|
|
2024
Q2 | $8.74M | Buy |
191,934
+9,122
| +5% | +$415K | ﹤0.01% | 2319 |
|
|
2024
Q1 | $7.88M | Buy |
182,812
+13,731
| +8% | +$592K | ﹤0.01% | 2407 |
|
|
2023
Q4 | $8.23M | Buy |
169,081
+20,723
| +14% | +$1.01M | ﹤0.01% | 2400 |
|
|
2023
Q3 | $5.95M | Buy |
148,358
+20,504
| +16% | +$822K | ﹤0.01% | 2477 |
|
|
2023
Q2 | $5.6M | Buy |
127,854
+5,333
| +4% | +$234K | ﹤0.01% | 2483 |
|
|
2023
Q1 | $5.31M | Buy |
122,521
+7,384
| +6% | +$320K | ﹤0.01% | 2469 |
|
|
2022
Q4 | $5.97K | Buy |
115,137
+3,861
| +3% | +$200 | ﹤0.01% | 2392 |
|
|
2022
Q3 | $5.21M | Buy |
111,276
+9,128
| +9% | +$428K | ﹤0.01% | 2413 |
|
|
2022
Q2 | $5.7M | Buy |
102,148
+11,593
| +13% | +$647K | ﹤0.01% | 2415 |
|
|
2022
Q1 | $4.57M | Buy |
90,555
+6,622
| +8% | +$334K | ﹤0.01% | 2565 |
|
|
2021
Q4 | $4.42M | Buy |
83,933
+2,544
| +3% | +$134K | ﹤0.01% | 2600 |
|
|
2021
Q3 | $3.71M | Buy |
81,389
+8,691
| +12% | +$396K | ﹤0.01% | 2666 |
|
|
2021
Q2 | $3.1M | Buy |
72,698
+12,267
| +20% | +$523K | ﹤0.01% | 2738 |
|
|
2021
Q1 | $2.55M | Buy |
60,431
+8,656
| +17% | +$366K | ﹤0.01% | 2789 |
|
|
2020
Q4 | $1.9M | Buy |
51,775
+36
| +0.1% | +$1.32K | ﹤0.01% | 2824 |
|
|
2020
Q3 | $1.8M | Buy |
51,739
+2,411
| +5% | +$83.8K | ﹤0.01% | 2774 |
|
|
2020
Q2 | $1.88M | Buy |
49,328
+486
| +1% | +$18.6K | ﹤0.01% | 2773 |
|
|
2020
Q1 | $1.94M | Buy |
48,842
+4,709
| +11% | +$187K | ﹤0.01% | 2716 |
|
|
2019
Q4 | $2.22M | Buy |
44,133
+7,803
| +21% | +$393K | ﹤0.01% | 2830 |
|
|
2019
Q3 | $1.65M | Buy |
36,330
+1,892
| +5% | +$85.7K | ﹤0.01% | 2906 |
|
|
2019
Q2 | $1.55M | Buy |
34,438
+3,375
| +11% | +$152K | ﹤0.01% | 2961 |
|
|
2019
Q1 | $1.41M | Buy |
31,063
+4,377
| +16% | +$198K | ﹤0.01% | 2966 |
|
|
2018
Q4 | $1.18M | Hold |
26,686
| – | – | ﹤0.01% | 2982 |
|
|
2018
Q3 | $1.13M | Hold |
26,686
| – | – | ﹤0.01% | 3041 |
|
|
2018
Q2 | $1.26M | Sell |
26,686
-241
| -0.9% | -$11.3K | ﹤0.01% | 2978 |
|
|
2018
Q1 | $1.23M | Hold |
26,927
| – | – | ﹤0.01% | 2966 |
|
|
2017
Q4 | $1.26M | Buy |
26,927
+2,230
| +9% | +$104K | ﹤0.01% | 2941 |
|
|
2017
Q3 | $1.18M | Buy |
24,697
+5,336
| +28% | +$255K | ﹤0.01% | 2958 |
|
|
2017
Q2 | $847K | Buy |
19,361
+3,376
| +21% | +$148K | ﹤0.01% | 3011 |
|
|
2017
Q1 | $668K | Buy |
15,985
+1,330
| +9% | +$55.6K | ﹤0.01% | 3052 |
|
|
2016
Q4 | $714K | Buy |
14,655
+1,894
| +15% | +$92.3K | ﹤0.01% | 3040 |
|
|
2016
Q3 | $520K | Hold |
12,761
| – | – | ﹤0.01% | 3062 |
|
|
2016
Q2 | $499K | Buy |
12,761
+977
| +8% | +$38.2K | ﹤0.01% | 3049 |
|
|
2016
Q1 | $439K | Buy |
11,784
+2,569
| +28% | +$95.7K | ﹤0.01% | 3068 |
|
|
2015
Q4 | $351K | Buy |
+9,215
| New | +$351K | ﹤0.01% | 3148 |
|