Dimensional Fund Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393M | Sell |
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|
2025
Q1 | $386M | Sell |
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|
2024
Q4 | $379M | Sell |
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|
2024
Q3 | $400M | Sell |
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|
2024
Q2 | $350M | Buy |
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|
2024
Q1 | $312M | Buy |
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|
2023
Q4 | $322M | Buy |
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|
2023
Q3 | $266M | Sell |
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|
2023
Q2 | $297M | Sell |
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|
2023
Q1 | $259M | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $231M | Sell |
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|
2022
Q2 | $273M | Sell |
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|
2022
Q1 | $398M | Buy |
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|
2021
Q4 | $382M | Buy |
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|
2021
Q3 | $342M | Sell |
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|
2021
Q2 | $331M | Buy |
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|
2021
Q1 | $276M | Sell |
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|
2020
Q4 | $258M | Buy |
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|
2020
Q3 | $281M | Buy |
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|
2020
Q2 | $256M | Sell |
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|
2020
Q1 | $213M | Buy |
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|
2019
Q4 | $232M | Buy |
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|
2019
Q3 | $205M | Buy |
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|
2019
Q2 | $185M | Buy |
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|
2019
Q1 | $165M | Buy |
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|
2018
Q4 | $130M | Buy |
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|
2018
Q3 | $144M | Buy |
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|
2018
Q2 | $147M | Buy |
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|
2018
Q1 | $128M | Buy |
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|
2017
Q4 | $113M | Buy |
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|
2017
Q3 | $103M | Buy |
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|
2017
Q2 | $96M | Buy |
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|
2017
Q1 | $82.2M | Buy |
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|
2016
Q4 | $65.3M | Buy |
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|
2016
Q3 | $73.9M | Buy |
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|
2016
Q2 | $59.3M | Buy |
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