Dimensional Fund Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393M | Sell |
745,247
-13,849
| -2% | -$7.3M | 0.09% | 192 |
|
|
2025
Q1 | $386M | Sell |
759,096
-2,332
| -0.3% | -$1.18M | 0.1% | 177 |
|
|
2024
Q4 | $379M | Sell |
761,428
-12,916
| -2% | -$6.43M | 0.09% | 178 |
|
|
2024
Q3 | $400M | Sell |
774,344
-11,459
| -1% | -$5.92M | 0.1% | 166 |
|
|
2024
Q2 | $350M | Buy |
785,803
+53,188
| +7% | +$23.7M | 0.09% | 171 |
|
|
2024
Q1 | $312M | Buy |
732,615
+2,044
| +0.3% | +$870K | 0.08% | 218 |
|
|
2023
Q4 | $322M | Buy |
730,571
+3,078
| +0.4% | +$1.36M | 0.09% | 177 |
|
|
2023
Q3 | $266M | Sell |
727,493
-13,800
| -2% | -$5.04M | 0.09% | 207 |
|
|
2023
Q2 | $297M | Sell |
741,293
-9,225
| -1% | -$3.7M | 0.09% | 184 |
|
|
2023
Q1 | $259M | Buy |
750,518
+1,376
| +0.2% | +$474K | 0.09% | 215 |
|
|
2022
Q4 | $251K | Sell |
749,142
-7,527
| -1% | -$2.52K | 0.07% | 231 |
|
|
2022
Q3 | $231M | Sell |
756,669
-52,373
| -6% | -$16M | 0.09% | 221 |
|
|
2022
Q2 | $273M | Sell |
809,042
-161,754
| -17% | -$54.5M | 0.1% | 189 |
|
|
2022
Q1 | $398M | Buy |
970,796
+162,093
| +20% | +$66.5M | 0.12% | 129 |
|
|
2021
Q4 | $382M | Buy |
808,703
+2,974
| +0.4% | +$1.4M | 0.12% | 132 |
|
|
2021
Q3 | $342M | Sell |
805,729
-1,134
| -0.1% | -$482K | 0.11% | 140 |
|
|
2021
Q2 | $331M | Buy |
806,863
+25,522
| +3% | +$10.5M | 0.1% | 156 |
|
|
2021
Q1 | $276M | Sell |
781,341
-2,567
| -0.3% | -$906K | 0.09% | 204 |
|
|
2020
Q4 | $258M | Buy |
783,908
+5,268
| +0.7% | +$1.73M | 0.09% | 176 |
|
|
2020
Q3 | $281M | Buy |
778,640
+1,392
| +0.2% | +$502K | 0.12% | 122 |
|
|
2020
Q2 | $256M | Sell |
777,248
-92,742
| -11% | -$30.6M | 0.11% | 121 |
|
|
2020
Q1 | $213M | Buy |
869,990
+21,041
| +2% | +$5.16M | 0.11% | 130 |
|
|
2019
Q4 | $232M | Buy |
848,949
+12,094
| +1% | +$3.3M | 0.08% | 193 |
|
|
2019
Q3 | $205M | Buy |
836,855
+24,395
| +3% | +$5.98M | 0.08% | 220 |
|
|
2019
Q2 | $185M | Buy |
812,460
+29,704
| +4% | +$6.77M | 0.07% | 258 |
|
|
2019
Q1 | $165M | Buy |
782,756
+16,579
| +2% | +$3.49M | 0.07% | 300 |
|
|
2018
Q4 | $130M | Buy |
766,177
+30,814
| +4% | +$5.24M | 0.06% | 346 |
|
|
2018
Q3 | $144M | Buy |
735,363
+16,556
| +2% | +$3.24M | 0.05% | 425 |
|
|
2018
Q2 | $147M | Buy |
718,807
+47,680
| +7% | +$9.72M | 0.06% | 398 |
|
|
2018
Q1 | $128M | Buy |
671,127
+5,405
| +0.8% | +$1.03M | 0.05% | 447 |
|
|
2017
Q4 | $113M | Buy |
665,722
+6,577
| +1% | +$1.11M | 0.05% | 533 |
|
|
2017
Q3 | $103M | Buy |
659,145
+1,736
| +0.3% | +$271K | 0.05% | 571 |
|
|
2017
Q2 | $96M | Buy |
657,409
+28,339
| +5% | +$4.14M | 0.04% | 570 |
|
|
2017
Q1 | $82.2M | Buy |
629,070
+22,301
| +4% | +$2.92M | 0.04% | 663 |
|
|
2016
Q4 | $65.3M | Buy |
606,769
+22,687
| +4% | +$2.44M | 0.03% | 835 |
|
|
2016
Q3 | $73.9M | Buy |
584,082
+30,754
| +6% | +$3.89M | 0.04% | 650 |
|
|
2016
Q2 | $59.3M | Buy |
+553,328
| New | +$59.3M | 0.03% | 791 |
|