Dimensional Fund Advisors
PVLA

Dimensional Fund Advisors’s Palvella Therapeutics PVLA Stock Holding History

Dimensional Fund Advisors’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,240
Closed -$96.8K – 3521
2023
Q1 		$96.8K Sell
1,240
-93
-7% -$10.8K ﹤0.01% 3307
2022
Q4 		$111 Hold
1,333
– – ﹤0.01% 3312
2022
Q3 		$123K Sell
1,333
-435
-25% -$56.1K ﹤0.01% 3308
2022
Q2 		$264K Sell
1,768
-1,165
-40% -$213K ﹤0.01% 3208
2022
Q1 		$711K Hold
2,933
– – ﹤0.01% 3073
2021
Q4 		$887K Sell
2,933
-34
-1% -$10.9K ﹤0.01% 3055
2021
Q3 		$1.23M Hold
2,967
– – ﹤0.01% 2996
2021
Q2 		$909K Buy
2,967
+262
+10% +$57.5K ﹤0.01% 3046
2021
Q1 		$555K Buy
2,705
+365
+16% +$79.8K ﹤0.01% 3123
2020
Q4 		$468K Buy
2,340
+44
+2% +$9.15K ﹤0.01% 3099
2020
Q3 		$380K Buy
2,296
+355
+18% +$80.8K ﹤0.01% 3115
2020
Q2 		$481K Buy
1,941
+739
+61% +$173K ﹤0.01% 3081
2020
Q1 		$219K Sell
1,202
-661
-35% -$167K ﹤0.01% 3197
2019
Q4 		$540K Sell
1,863
-2,535
-58% -$703K ﹤0.01% 3126
2019
Q3 		$1.2M Hold
4,398
– – ﹤0.01% 2975
2019
Q2 		$1.65M Buy
4,398
+803
+22% +$240K ﹤0.01% 2945
2019
Q1 		$964K Buy
3,595
+1,837
+104% +$436K ﹤0.01% 3041
2018
Q4 		$374K Buy
+1,758
New +$545K ﹤0.01% 3188

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors's PVLA Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Palvella Therapeutics (PVLA) in Q2 2023, closing a stake of 1,240 shares — an estimated $96.8K sold.

Dimensional Fund Advisors first reported a position in PVLA in Q4 2018 and held it in 18 quarters. The position peaked at $1.65M in Q2 2019. 49 funds tracked by Wall St. Rank hold PVLA as of Q2 2023.

  • Dimensional Fund Advisors reported no remaining Palvella Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,240 Palvella Therapeutics shares in Q2 2023, an estimated $96.8K.
  • Dimensional Fund Advisors first reported a position in Palvella Therapeutics in Q4 2018 and held it in 18 quarters.
  • Dimensional Fund Advisors's Palvella Therapeutics position peaked at $1.65M in Q2 2019.
  • 49 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.