Dimensional Fund Advisors’s 1st Source SRCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.8M Sell
1,478,690
-40,356
-3% -$2.5M 0.02% 1074
2025
Q1
$90.9M Sell
1,519,046
-12,720
-0.8% -$761K 0.02% 1055
2024
Q4
$89.4M Buy
1,531,766
+1,453
+0.1% +$84.8K 0.02% 1126
2024
Q3
$91.6M Sell
1,530,313
-58,148
-4% -$3.48M 0.02% 1102
2024
Q2
$85.2M Buy
1,588,461
+11,465
+0.7% +$615K 0.02% 1088
2024
Q1
$82.7M Sell
1,576,996
-2,151
-0.1% -$113K 0.02% 1098
2023
Q4
$86.8M Sell
1,579,147
-12,109
-0.8% -$665K 0.03% 1020
2023
Q3
$67M Sell
1,591,256
-6,286
-0.4% -$265K 0.02% 1122
2023
Q2
$67M Sell
1,597,542
-16,396
-1% -$687K 0.02% 1143
2023
Q1
$69.6M Sell
1,613,938
-40,283
-2% -$1.74M 0.02% 1080
2022
Q4
$87.8K Sell
1,654,221
-4,374
-0.3% -$232 0.03% 873
2022
Q3
$76.8M Sell
1,658,595
-12,213
-0.7% -$565K 0.03% 888
2022
Q2
$75.9M Sell
1,670,808
-6,518
-0.4% -$296K 0.03% 934
2022
Q1
$77.6M Buy
1,677,326
+2,803
+0.2% +$130K 0.02% 1047
2021
Q4
$83.1M Sell
1,674,523
-31,551
-2% -$1.56M 0.03% 1031
2021
Q3
$80.6M Sell
1,706,074
-16,547
-1% -$782K 0.03% 1010
2021
Q2
$80M Sell
1,722,621
-46,813
-3% -$2.17M 0.03% 1038
2021
Q1
$84.3M Sell
1,769,434
-73,933
-4% -$3.52M 0.03% 969
2020
Q4
$74.3M Sell
1,843,367
-51,084
-3% -$2.06M 0.03% 1028
2020
Q3
$58.4M Sell
1,894,451
-28,309
-1% -$873K 0.02% 1056
2020
Q2
$68.4M Sell
1,922,760
-17,629
-0.9% -$627K 0.03% 884
2020
Q1
$62.9M Sell
1,940,389
-40,686
-2% -$1.32M 0.03% 792
2019
Q4
$103M Sell
1,981,075
-87,060
-4% -$4.52M 0.04% 702
2019
Q3
$94.6M Sell
2,068,135
-16,468
-0.8% -$753K 0.04% 721
2019
Q2
$96.7M Sell
2,084,603
-6,618
-0.3% -$307K 0.04% 710
2019
Q1
$93.9M Sell
2,091,221
-28,719
-1% -$1.29M 0.04% 716
2018
Q4
$85.5M Sell
2,119,940
-7,101
-0.3% -$286K 0.04% 687
2018
Q3
$112M Sell
2,127,041
-9,241
-0.4% -$486K 0.04% 614
2018
Q2
$114M Sell
2,136,282
-34,507
-2% -$1.84M 0.05% 553
2018
Q1
$110M Sell
2,170,789
-7,108
-0.3% -$360K 0.05% 554
2017
Q4
$108M Buy
2,177,897
+7,984
+0.4% +$395K 0.04% 567
2017
Q3
$110M Sell
2,169,913
-31,425
-1% -$1.6M 0.05% 523
2017
Q2
$106M Sell
2,201,338
-11,079
-0.5% -$531K 0.05% 511
2017
Q1
$104M Sell
2,212,417
-3,975
-0.2% -$187K 0.05% 506
2016
Q4
$99M Sell
2,216,392
-19,547
-0.9% -$873K 0.05% 507
2016
Q3
$79.8M Sell
2,235,939
-5,982
-0.3% -$214K 0.04% 591
2016
Q2
$72.6M Sell
2,241,921
-1,280
-0.1% -$41.5K 0.04% 604
2016
Q1
$71.4M Buy
2,243,201
+14,887
+0.7% +$474K 0.04% 587
2015
Q4
$68.8M Buy
2,228,314
+9,752
+0.4% +$301K 0.04% 586
2015
Q3
$68.3M Buy
2,218,562
+14,505
+0.7% +$447K 0.04% 547
2015
Q2
$68.4M Buy
2,204,057
+18,299
+0.8% +$568K 0.04% 593
2015
Q1
$63.8M Buy
2,185,758
+11,008
+0.5% +$322K 0.04% 614
2014
Q4
$67.8M Buy
2,174,750
+18,106
+0.8% +$565K 0.04% 521
2014
Q3
$55.8M Buy
2,156,644
+1,707
+0.1% +$44.2K 0.04% 598
2014
Q2
$60M Buy
2,154,937
+14,434
+0.7% +$402K 0.04% 577
2014
Q1
$62.4M Sell
2,140,503
-1,236
-0.1% -$36.1K 0.05% 506
2013
Q4
$62.2M Buy
2,141,739
+88,350
+4% +$2.57M 0.05% 478
2013
Q3
$50.3M Sell
2,053,389
-947
-0% -$23.2K 0.04% 528
2013
Q2
$44.4M Buy
+2,054,336
New +$44.4M 0.04% 562