Dimensional Fund Advisors’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422M | Buy |
4,581,805
+25,395
| +0.6% | +$2.34M | 0.1% | 171 |
|
|
2025
Q1 | $423M | Buy |
4,556,410
+1,164,348
| +34% | +$108M | 0.11% | 156 |
|
|
2024
Q4 | $337M | Sell |
3,392,062
-97,939
| -3% | -$9.74M | 0.08% | 230 |
|
|
2024
Q3 | $339M | Buy |
3,490,001
+161,017
| +5% | +$15.6M | 0.08% | 224 |
|
|
2024
Q2 | $254M | Buy |
3,328,984
+371,987
| +13% | +$28.4M | 0.07% | 327 |
|
|
2024
Q1 | $251M | Buy |
2,956,997
+74,786
| +3% | +$6.36M | 0.07% | 310 |
|
|
2023
Q4 | $243M | Buy |
2,882,211
+94,637
| +3% | +$7.99M | 0.07% | 297 |
|
|
2023
Q3 | $188M | Buy |
2,787,574
+212,363
| +8% | +$14.3M | 0.06% | 360 |
|
|
2023
Q2 | $169M | Buy |
2,575,211
+274,402
| +12% | +$18.1M | 0.05% | 437 |
|
|
2023
Q1 | $164M | Sell |
2,300,809
-119,192
| -5% | -$8.49M | 0.06% | 427 |
|
|
2022
Q4 | $185K | Sell |
2,420,001
-130,470
| -5% | -$9.96K | 0.05% | 360 |
|
|
2022
Q3 | $202M | Sell |
2,550,471
-105,164
| -4% | -$8.32M | 0.08% | 269 |
|
|
2022
Q2 | $205M | Sell |
2,655,635
-55,057
| -2% | -$4.25M | 0.07% | 294 |
|
|
2022
Q1 | $221M | Buy |
2,710,692
+444,423
| +20% | +$36.3M | 0.07% | 318 |
|
|
2021
Q4 | $182M | Buy |
2,266,269
+13,702
| +0.6% | +$1.1M | 0.05% | 436 |
|
|
2021
Q3 | $168M | Buy |
2,252,567
+140,866
| +7% | +$10.5M | 0.05% | 446 |
|
|
2021
Q2 | $173M | Sell |
2,111,701
-200,885
| -9% | -$16.4M | 0.05% | 433 |
|
|
2021
Q1 | $182M | Sell |
2,312,586
-238,743
| -9% | -$18.8M | 0.06% | 384 |
|
|
2020
Q4 | $184M | Sell |
2,551,329
-268,985
| -10% | -$19.4M | 0.07% | 313 |
|
|
2020
Q3 | $136M | Sell |
2,820,314
-203,836
| -7% | -$9.81M | 0.06% | 370 |
|
|
2020
Q2 | $144M | Buy |
3,024,150
+1,082,667
| +56% | +$51.6M | 0.06% | 316 |
|
|
2020
Q1 | $114M | Sell |
1,941,483
-24,177
| -1% | -$1.42M | 0.06% | 334 |
|
|
2019
Q4 | $171M | Buy |
1,965,660
+8,564
| +0.4% | +$743K | 0.06% | 351 |
|
|
2019
Q3 | $147M | Buy |
1,957,096
+66,761
| +4% | +$5.03M | 0.06% | 392 |
|
|
2019
Q2 | $139M | Buy |
1,890,335
+132,294
| +8% | +$9.75M | 0.05% | 424 |
|
|
2019
Q1 | $120M | Buy |
1,758,041
+182,934
| +12% | +$12.5M | 0.05% | 513 |
|
|
2018
Q4 | $94.4M | Buy |
1,575,107
+103,151
| +7% | +$6.18M | 0.04% | 593 |
|
|
2018
Q3 | $121M | Buy |
1,471,956
+42,114
| +3% | +$3.45M | 0.05% | 548 |
|
|
2018
Q2 | $123M | Buy |
1,429,842
+39,934
| +3% | +$3.44M | 0.05% | 497 |
|
|
2018
Q1 | $119M | Sell |
1,389,908
-29,030
| -2% | -$2.48M | 0.05% | 504 |
|
|
2017
Q4 | $124M | Buy |
1,418,938
+402,146
| +40% | +$35M | 0.05% | 480 |
|
|
2017
Q3 | $91.6M | Buy |
1,016,792
+58,525
| +6% | +$5.27M | 0.04% | 657 |
|
|
2017
Q2 | $82.1M | Sell |
958,267
-12,541
| -1% | -$1.07M | 0.04% | 685 |
|
|
2017
Q1 | $86.7M | Sell |
970,808
-125,374
| -11% | -$11.2M | 0.04% | 610 |
|
|
2016
Q4 | $95.8M | Buy |
1,096,182
+9,996
| +0.9% | +$874K | 0.05% | 527 |
|
|
2016
Q3 | $81.5M | Buy |
1,086,186
+22,496
| +2% | +$1.69M | 0.04% | 568 |
|
|
2016
Q2 | $72.4M | Buy |
1,063,690
+66,143
| +7% | +$4.5M | 0.04% | 607 |
|
|
2016
Q1 | $64.1M | Buy |
997,547
+58,059
| +6% | +$3.73M | 0.04% | 677 |
|
|
2015
Q4 | $67.6M | Buy |
939,488
+27,189
| +3% | +$1.96M | 0.04% | 599 |
|
|
2015
Q3 | $70.1M | Buy |
912,299
+42,611
| +5% | +$3.28M | 0.05% | 530 |
|
|
2015
Q2 | $66.1M | Buy |
869,688
+36,717
| +4% | +$2.79M | 0.04% | 617 |
|
|
2015
Q1 | $57M | Buy |
832,971
+47,354
| +6% | +$3.24M | 0.04% | 709 |
|
|
2014
Q4 | $52.7M | Buy |
785,617
+23,416
| +3% | +$1.57M | 0.03% | 714 |
|
|
2014
Q3 | $42.6M | Buy |
762,201
+13,430
| +2% | +$751K | 0.03% | 828 |
|
|
2014
Q2 | $45.7M | Buy |
748,771
+14,343
| +2% | +$875K | 0.03% | 791 |
|
|
2014
Q1 | $46M | Buy |
734,428
+2,883
| +0.4% | +$181K | 0.03% | 717 |
|
|
2013
Q4 | $48.7M | Sell |
731,545
-30,595
| -4% | -$2.03M | 0.04% | 632 |
|
|
2013
Q3 | $42M | Buy |
+762,140
| New | +$42M | 0.04% | 651 |
|