Dimensional Fund Advisors
PHLT

Dimensional Fund Advisors’s Performant Healthcare Inc PHLT Stock Holding History

Dimensional Fund Advisors’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-213,835
Closed -$1.65M – 3339
2025
Q3 		$1.65M Sell
213,835
-503,633
-70% -$3.21M ﹤0.01% 2811
2025
Q2 		$2.87M Buy
717,468
+61,462
+9% +$174K ﹤0.01% 2664
2025
Q1 		$1.94M Buy
656,006
+26,953
+4% +$69.8K ﹤0.01% 2732
2024
Q4 		$1.9M Buy
629,053
+68,855
+12% +$237K ﹤0.01% 2799
2024
Q3 		$2.09M Buy
560,198
+33,921
+6% +$116K ﹤0.01% 2773
2024
Q2 		$1.53M Buy
526,277
+60,300
+13% +$173K ﹤0.01% 2822
2024
Q1 		$1.37M Buy
465,977
+14,680
+3% +$42K ﹤0.01% 2867
2023
Q4 		$1.41M Sell
451,297
-7,383
-2% -$19.3K ﹤0.01% 2865
2023
Q3 		$1.04M Sell
458,680
-47,813
-9% -$121K ﹤0.01% 2915
2023
Q2 		$1.37M Buy
506,493
+50,423
+11% +$146K ﹤0.01% 2868
2023
Q1 		$1.55M Buy
456,070
+73,426
+19% +$240K ﹤0.01% 2802
2022
Q4 		$1.38K Buy
382,644
+43,307
+13% +$101K ﹤0.01% 2825
2022
Q3 		$627K Buy
339,337
+1,243
+0.4% +$2.89K ﹤0.01% 2992
2022
Q2 		$889K Buy
338,094
+82,595
+32% +$205K ﹤0.01% 2939
2022
Q1 		$795K Buy
255,499
+11,317
+5% +$26.7K ﹤0.01% 3041
2021
Q4 		$588K Buy
244,182
+58,383
+31% +$174K ﹤0.01% 3134
2021
Q3 		$736K Buy
185,799
+62,350
+51% +$275K ﹤0.01% 3104
2021
Q2 		$463K Buy
+123,449
New +$351K ﹤0.01% 3180
2020
Q4 		– Sell
-436,462
Closed -$410K – 3363
2020
Q3 		$410K Sell
436,462
-352,163
-45% -$227K ﹤0.01% 3102
2020
Q2 		$527K Sell
788,625
-268,646
-25% -$185K ﹤0.01% 3070
2020
Q1 		$952K Sell
1,057,271
-84,678
-7% -$86.9K ﹤0.01% 2911
2019
Q4 		$1.17M Sell
1,141,949
-10,802
-0.9% -$10.4K ﹤0.01% 2980
2019
Q3 		$1.27M Sell
1,152,751
-8,192
-0.7% -$9.64K ﹤0.01% 2961
2019
Q2 		$1.22M Sell
1,160,943
-15,366
-1% -$25.9K ﹤0.01% 3014
2019
Q1 		$2.44M Buy
1,176,309
+4,340
+0.4% +$9.09K ﹤0.01% 2847
2018
Q4 		$2.64M Sell
1,171,969
-7,142
-0.6% -$11.9K ﹤0.01% 2791
2018
Q3 		$2.38M Hold
1,179,111
– – ﹤0.01% 2881
2018
Q2 		$2.54M Buy
1,179,111
+32,449
+3% +$84.6K ﹤0.01% 2830
2018
Q1 		$3.44M Buy
1,146,662
+84,896
+8% +$222K ﹤0.01% 2738
2017
Q4 		$1.75M Hold
1,061,766
– – ﹤0.01% 2878
2017
Q3 		$1.93M Sell
1,061,766
-56,992
-5% -$108K ﹤0.01% 2871
2017
Q2 		$2.34M Hold
1,118,758
– – ﹤0.01% 2818
2017
Q1 		$3.28M Buy
1,118,758
+9,968
+0.9% +$19.3K ﹤0.01% 2708
2016
Q4 		$2.61M Buy
1,108,790
+3,750
+0.3% +$12K ﹤0.01% 2747
2016
Q3 		$3.26M Sell
1,105,040
-4,641
-0.4% -$10.2K ﹤0.01% 2645
2016
Q2 		$1.8M Sell
1,109,681
-800
-0.1% -$1.36K ﹤0.01% 2804
2016
Q1 		$1.89M Sell
1,110,481
-16,150
-1% -$28K ﹤0.01% 2778
2015
Q4 		$2.02M Buy
1,126,631
+36,569
+3% +$83.2K ﹤0.01% 2808
2015
Q3 		$2.64M Sell
1,090,062
-26,508
-2% -$77.1K ﹤0.01% 2737
2015
Q2 		$3.62M Sell
1,116,570
-33,834
-3% -$105K ﹤0.01% 2687
2015
Q1 		$3.91M Hold
1,150,404
– – ﹤0.01% 2644
2014
Q4 		$7.65M Buy
1,150,404
+929,079
+420% +$6.8M 0.01% 2381
2014
Q3 		$1.79M Buy
221,325
+126,032
+132% +$1.21M ﹤0.01% 2858
2014
Q2 		$962K Buy
+95,293
New +$870K ﹤0.01% 3043

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dimensional Fund Advisors's PHLT Position: Q4 2025 in Review

Dimensional Fund Advisors sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 213,835 shares — an estimated $1.65M sold.

Dimensional Fund Advisors first reported a position in PHLT in Q2 2014 and held it in 44 quarters. The position peaked at $7.65M in Q4 2014. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Dimensional Fund Advisors reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 213,835 Performant Healthcare Inc shares in Q4 2025, an estimated $1.65M.
  • Dimensional Fund Advisors first reported a position in Performant Healthcare Inc in Q2 2014 and held it in 44 quarters.
  • Dimensional Fund Advisors's Performant Healthcare Inc position peaked at $7.65M in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Dimensional Fund Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.