Dimensional Fund Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.83M | Sell |
1,396,776
-41,029
| -3% | -$289K | ﹤0.01% | 2278 |
|
|
2025
Q1 | $6.6M | Sell |
1,437,805
-49,492
| -3% | -$227K | ﹤0.01% | 2408 |
|
|
2024
Q4 | $9.33M | Sell |
1,487,297
-76,106
| -5% | -$477K | ﹤0.01% | 2337 |
|
|
2024
Q3 | $17.5M | Buy |
1,563,403
+44,253
| +3% | +$495K | ﹤0.01% | 2064 |
|
|
2024
Q2 | $24.2M | Sell |
1,519,150
-32,054
| -2% | -$512K | 0.01% | 1869 |
|
|
2024
Q1 | $28.6M | Buy |
1,551,204
+19,783
| +1% | +$365K | 0.01% | 1806 |
|
|
2023
Q4 | $30M | Buy |
1,531,421
+61,849
| +4% | +$1.21M | 0.01% | 1771 |
|
|
2023
Q3 | $29.5M | Buy |
1,469,572
+15,107
| +1% | +$303K | 0.01% | 1696 |
|
|
2023
Q2 | $27.4M | Sell |
1,454,465
-4,326
| -0.3% | -$81.5K | 0.01% | 1753 |
|
|
2023
Q1 | $27.3M | Buy |
1,458,791
+29,333
| +2% | +$549K | 0.01% | 1749 |
|
|
2022
Q4 | $30.8K | Buy |
1,429,458
+10,389
| +0.7% | +$224 | 0.01% | 1635 |
|
|
2022
Q3 | $24.1M | Buy |
1,419,069
+22,247
| +2% | +$377K | 0.01% | 1716 |
|
|
2022
Q2 | $24M | Buy |
1,396,822
+58,549
| +4% | +$1M | 0.01% | 1759 |
|
|
2022
Q1 | $27.8M | Sell |
1,338,273
-2,239
| -0.2% | -$46.5K | 0.01% | 1797 |
|
|
2021
Q4 | $26.5M | Sell |
1,340,512
-61,732
| -4% | -$1.22M | 0.01% | 1831 |
|
|
2021
Q3 | $28.6M | Sell |
1,402,244
-20,825
| -1% | -$425K | 0.01% | 1815 |
|
|
2021
Q2 | $42M | Sell |
1,423,069
-97,001
| -6% | -$2.86M | 0.01% | 1579 |
|
|
2021
Q1 | $48.4M | Sell |
1,520,070
-126,695
| -8% | -$4.03M | 0.02% | 1471 |
|
|
2020
Q4 | $49.8M | Sell |
1,646,765
-117,663
| -7% | -$3.56M | 0.02% | 1374 |
|
|
2020
Q3 | $32.4M | Sell |
1,764,428
-40,356
| -2% | -$741K | 0.01% | 1540 |
|
|
2020
Q2 | $37.3M | Sell |
1,804,784
-6,762
| -0.4% | -$140K | 0.02% | 1455 |
|
|
2020
Q1 | $30.3M | Sell |
1,811,546
-36,965
| -2% | -$619K | 0.02% | 1460 |
|
|
2019
Q4 | $54.2M | Sell |
1,848,511
-55,645
| -3% | -$1.63M | 0.02% | 1350 |
|
|
2019
Q3 | $59M | Sell |
1,904,156
-22,293
| -1% | -$690K | 0.02% | 1231 |
|
|
2019
Q2 | $60.8M | Sell |
1,926,449
-4,129
| -0.2% | -$130K | 0.02% | 1213 |
|
|
2019
Q1 | $55.7M | Sell |
1,930,578
-1,865
| -0.1% | -$53.8K | 0.02% | 1285 |
|
|
2018
Q4 | $47.6M | Buy |
1,932,443
+2,456
| +0.1% | +$60.5K | 0.02% | 1303 |
|
|
2018
Q3 | $57.4M | Sell |
1,929,987
-36,951
| -2% | -$1.1M | 0.02% | 1314 |
|
|
2018
Q2 | $69.1M | Buy |
1,966,938
+18,458
| +0.9% | +$649K | 0.03% | 1040 |
|
|
2018
Q1 | $53.8M | Buy |
1,948,480
+18,093
| +0.9% | +$499K | 0.02% | 1260 |
|
|
2017
Q4 | $44.1M | Buy |
1,930,387
+96,610
| +5% | +$2.21M | 0.02% | 1486 |
|
|
2017
Q3 | $36.3M | Buy |
1,833,777
+77,601
| +4% | +$1.54M | 0.02% | 1615 |
|
|
2017
Q2 | $27.1M | Buy |
1,756,176
+207,761
| +13% | +$3.2M | 0.01% | 1820 |
|
|
2017
Q1 | $28.1M | Buy |
1,548,415
+5,670
| +0.4% | +$103K | 0.01% | 1755 |
|
|
2016
Q4 | $27.3M | Sell |
1,542,745
-16,514
| -1% | -$292K | 0.01% | 1737 |
|
|
2016
Q3 | $28.7M | Buy |
1,559,259
+107,966
| +7% | +$1.99M | 0.02% | 1620 |
|
|
2016
Q2 | $21.7M | Buy |
1,451,293
+6,435
| +0.4% | +$96.1K | 0.01% | 1768 |
|
|
2016
Q1 | $21M | Buy |
1,444,858
+39,016
| +3% | +$568K | 0.01% | 1778 |
|
|
2015
Q4 | $20.8M | Buy |
1,405,842
+19,094
| +1% | +$283K | 0.01% | 1754 |
|
|
2015
Q3 | $17.1M | Sell |
1,386,748
-32,858
| -2% | -$405K | 0.01% | 1893 |
|
|
2015
Q2 | $16.6M | Buy |
1,419,606
+26,036
| +2% | +$305K | 0.01% | 1984 |
|
|
2015
Q1 | $15.7M | Buy |
1,393,570
+43,766
| +3% | +$494K | 0.01% | 1984 |
|
|
2014
Q4 | $17.4M | Buy |
1,349,804
+40,509
| +3% | +$521K | 0.01% | 1883 |
|
|
2014
Q3 | $14.8M | Buy |
1,309,295
+38,775
| +3% | +$437K | 0.01% | 1903 |
|
|
2014
Q2 | $13.6M | Buy |
1,270,520
+50,329
| +4% | +$540K | 0.01% | 2003 |
|
|
2014
Q1 | $13.7M | Buy |
1,220,191
+23,958
| +2% | +$269K | 0.01% | 1927 |
|
|
2013
Q4 | $15.3M | Buy |
1,196,233
+70,437
| +6% | +$898K | 0.01% | 1802 |
|
|
2013
Q3 | $12.2M | Buy |
1,125,796
+138,534
| +14% | +$1.5M | 0.01% | 1931 |
|
|
2013
Q2 | $11.5M | Buy |
+987,262
| New | +$11.5M | 0.01% | 1886 |
|