Dimensional Fund Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4M | Sell |
1,337,177
-14,221
| -1% | -$578K | 0.01% | 1453 |
|
|
2025
Q1 | $55.3M | Buy |
1,351,398
+280,536
| +26% | +$11.5M | 0.01% | 1411 |
|
|
2024
Q4 | $61.7M | Buy |
1,070,862
+162,958
| +18% | +$9.39M | 0.01% | 1392 |
|
|
2024
Q3 | $75.6M | Sell |
907,904
-75,302
| -8% | -$6.27M | 0.02% | 1237 |
|
|
2024
Q2 | $77M | Buy |
983,206
+96,194
| +11% | +$7.53M | 0.02% | 1166 |
|
|
2024
Q1 | $88.8M | Buy |
887,012
+35,914
| +4% | +$3.6M | 0.02% | 1032 |
|
|
2023
Q4 | $80.7M | Buy |
851,098
+82,779
| +11% | +$7.85M | 0.02% | 1081 |
|
|
2023
Q3 | $80M | Buy |
768,319
+106,923
| +16% | +$11.1M | 0.03% | 986 |
|
|
2023
Q2 | $80M | Buy |
661,396
+16,979
| +3% | +$2.05M | 0.03% | 1002 |
|
|
2023
Q1 | $71.3M | Sell |
644,417
-4,214
| -0.6% | -$466K | 0.02% | 1061 |
|
|
2022
Q4 | $65.5K | Sell |
648,631
-3,372
| -0.5% | -$341 | 0.02% | 1084 |
|
|
2022
Q3 | $62.4M | Sell |
652,003
-14,938
| -2% | -$1.43M | 0.02% | 1045 |
|
|
2022
Q2 | $66.2M | Buy |
666,941
+34,187
| +5% | +$3.39M | 0.02% | 1047 |
|
|
2022
Q1 | $66.7M | Buy |
632,754
+57,014
| +10% | +$6.01M | 0.02% | 1164 |
|
|
2021
Q4 | $63.3M | Buy |
575,740
+30,550
| +6% | +$3.36M | 0.02% | 1247 |
|
|
2021
Q3 | $65.3M | Buy |
545,190
+21,401
| +4% | +$2.56M | 0.02% | 1194 |
|
|
2021
Q2 | $71.7M | Sell |
523,789
-42,873
| -8% | -$5.87M | 0.02% | 1125 |
|
|
2021
Q1 | $75.7M | Sell |
566,662
-46,692
| -8% | -$6.23M | 0.03% | 1068 |
|
|
2020
Q4 | $58.4M | Sell |
613,354
-34,346
| -5% | -$3.27M | 0.02% | 1238 |
|
|
2020
Q3 | $61.1M | Sell |
647,700
-60,681
| -9% | -$5.72M | 0.03% | 1013 |
|
|
2020
Q2 | $65.6M | Buy |
708,381
+77,459
| +12% | +$7.17M | 0.03% | 928 |
|
|
2020
Q1 | $30.4M | Buy |
630,922
+51,417
| +9% | +$2.48M | 0.02% | 1459 |
|
|
2019
Q4 | $58.9M | Buy |
579,505
+1,097
| +0.2% | +$112K | 0.02% | 1272 |
|
|
2019
Q3 | $50.9M | Sell |
578,408
-7,796
| -1% | -$686K | 0.02% | 1372 |
|
|
2019
Q2 | $53.5M | Buy |
586,204
+4,561
| +0.8% | +$416K | 0.02% | 1359 |
|
|
2019
Q1 | $49.1M | Buy |
581,643
+36,987
| +7% | +$3.12M | 0.02% | 1427 |
|
|
2018
Q4 | $41.8M | Buy |
544,656
+10,566
| +2% | +$810K | 0.02% | 1451 |
|
|
2018
Q3 | $53.9M | Buy |
534,090
+33,488
| +7% | +$3.38M | 0.02% | 1382 |
|
|
2018
Q2 | $61.2M | Sell |
500,602
-25,636
| -5% | -$3.13M | 0.02% | 1180 |
|
|
2018
Q1 | $60.3M | Sell |
526,238
-4,813
| -0.9% | -$551K | 0.03% | 1122 |
|
|
2017
Q4 | $65.9M | Sell |
531,051
-5,801
| -1% | -$719K | 0.03% | 1028 |
|
|
2017
Q3 | $56.2M | Buy |
536,852
+889
| +0.2% | +$93K | 0.02% | 1154 |
|
|
2017
Q2 | $49.4M | Buy |
535,963
+119,645
| +29% | +$11M | 0.02% | 1252 |
|
|
2017
Q1 | $34.9M | Buy |
416,318
+130,433
| +46% | +$10.9M | 0.02% | 1559 |
|
|
2016
Q4 | $23.6M | Buy |
285,885
+74,829
| +35% | +$6.16M | 0.01% | 1855 |
|
|
2016
Q3 | $16.3M | Buy |
211,056
+32,374
| +18% | +$2.51M | 0.01% | 2041 |
|
|
2016
Q2 | $14.6M | Buy |
178,682
+6,768
| +4% | +$553K | 0.01% | 2041 |
|
|
2016
Q1 | $16.9M | Buy |
171,914
+4,207
| +3% | +$414K | 0.01% | 1929 |
|
|
2015
Q4 | $14.4M | Buy |
167,707
+6,872
| +4% | +$591K | 0.01% | 2020 |
|
|
2015
Q3 | $19.3M | Buy |
160,835
+2,729
| +2% | +$327K | 0.01% | 1790 |
|
|
2015
Q2 | $23.4M | Buy |
158,106
+11,064
| +8% | +$1.64M | 0.01% | 1685 |
|
|
2015
Q1 | $20.8M | Buy |
147,042
+2,516
| +2% | +$355K | 0.01% | 1755 |
|
|
2014
Q4 | $21.9M | Buy |
144,526
+5,953
| +4% | +$900K | 0.01% | 1658 |
|
|
2014
Q3 | $20.8M | Buy |
138,573
+4,917
| +4% | +$737K | 0.01% | 1600 |
|
|
2014
Q2 | $17.4M | Buy |
133,656
+26,623
| +25% | +$3.47M | 0.01% | 1782 |
|
|
2014
Q1 | $15M | Buy |
107,033
+6,005
| +6% | +$839K | 0.01% | 1849 |
|
|
2013
Q4 | $14.7M | Buy |
101,028
+2,081
| +2% | +$303K | 0.01% | 1841 |
|
|
2013
Q3 | $12.8M | Sell |
98,947
-4,539
| -4% | -$586K | 0.01% | 1881 |
|
|
2013
Q2 | $9.83M | Buy |
+103,486
| New | +$9.83M | 0.01% | 2013 |
|