Dimensional Fund Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220M | Sell |
1,737,509
-36,815
| -2% | -$4.66M | 0.05% | 455 |
|
|
2025
Q1 | $228M | Sell |
1,774,324
-55,492
| -3% | -$7.14M | 0.06% | 397 |
|
|
2024
Q4 | $225M | Buy |
1,829,816
+49,404
| +3% | +$6.08M | 0.05% | 418 |
|
|
2024
Q3 | $241M | Sell |
1,780,412
-4,135
| -0.2% | -$559K | 0.06% | 386 |
|
|
2024
Q2 | $215M | Buy |
1,784,547
+10,592
| +0.6% | +$1.27M | 0.06% | 402 |
|
|
2024
Q1 | $228M | Sell |
1,773,955
-8,051
| -0.5% | -$1.04M | 0.06% | 369 |
|
|
2023
Q4 | $238M | Buy |
1,782,006
+5,031
| +0.3% | +$672K | 0.07% | 305 |
|
|
2023
Q3 | $210M | Buy |
1,776,975
+32,540
| +2% | +$3.85M | 0.07% | 302 |
|
|
2023
Q2 | $228M | Buy |
1,744,435
+21,109
| +1% | +$2.75M | 0.07% | 279 |
|
|
2023
Q1 | $243M | Buy |
1,723,326
+56,353
| +3% | +$7.94M | 0.08% | 239 |
|
|
2022
Q4 | $238K | Sell |
1,666,973
-25,186
| -1% | -$3.6K | 0.07% | 253 |
|
|
2022
Q3 | $229M | Sell |
1,692,159
-64,273
| -4% | -$8.7M | 0.09% | 225 |
|
|
2022
Q2 | $280M | Buy |
1,756,432
+10,893
| +0.6% | +$1.74M | 0.1% | 179 |
|
|
2022
Q1 | $306M | Sell |
1,745,539
-3,194
| -0.2% | -$560K | 0.09% | 194 |
|
|
2021
Q4 | $367M | Sell |
1,748,733
-4,909
| -0.3% | -$1.03M | 0.11% | 146 |
|
|
2021
Q3 | $325M | Buy |
1,753,642
+16,771
| +1% | +$3.1M | 0.1% | 158 |
|
|
2021
Q2 | $298M | Sell |
1,736,871
-17,064
| -1% | -$2.92M | 0.09% | 188 |
|
|
2021
Q1 | $263M | Buy |
1,753,935
+78,167
| +5% | +$11.7M | 0.09% | 221 |
|
|
2020
Q4 | $255M | Buy |
1,675,768
+119,030
| +8% | +$18.1M | 0.09% | 181 |
|
|
2020
Q3 | $219M | Buy |
1,556,738
+126,024
| +9% | +$17.7M | 0.09% | 175 |
|
|
2020
Q2 | $194M | Buy |
1,430,714
+57,874
| +4% | +$7.85M | 0.09% | 193 |
|
|
2020
Q1 | $171M | Buy |
1,372,840
+2,730
| +0.2% | +$341K | 0.09% | 177 |
|
|
2019
Q4 | $206M | Buy |
1,370,110
+29,124
| +2% | +$4.37M | 0.07% | 244 |
|
|
2019
Q3 | $199M | Buy |
1,340,986
+22,430
| +2% | +$3.33M | 0.08% | 228 |
|
|
2019
Q2 | $169M | Buy |
1,318,556
+66,839
| +5% | +$8.57M | 0.07% | 315 |
|
|
2019
Q1 | $148M | Buy |
1,251,717
+37,044
| +3% | +$4.39M | 0.06% | 366 |
|
|
2018
Q4 | $124M | Buy |
1,214,673
+32,701
| +3% | +$3.33M | 0.06% | 383 |
|
|
2018
Q3 | $120M | Buy |
1,181,972
+14,144
| +1% | +$1.44M | 0.05% | 554 |
|
|
2018
Q2 | $114M | Buy |
1,167,828
+26,938
| +2% | +$2.64M | 0.05% | 551 |
|
|
2018
Q1 | $104M | Buy |
1,140,890
+41,811
| +4% | +$3.82M | 0.04% | 595 |
|
|
2017
Q4 | $102M | Buy |
1,099,079
+79,811
| +8% | +$7.4M | 0.04% | 604 |
|
|
2017
Q3 | $87.3M | Buy |
1,019,268
+25,291
| +3% | +$2.17M | 0.04% | 688 |
|
|
2017
Q2 | $87.2M | Buy |
993,977
+60,630
| +6% | +$5.32M | 0.04% | 634 |
|
|
2017
Q1 | $75M | Buy |
933,347
+45,979
| +5% | +$3.69M | 0.04% | 742 |
|
|
2016
Q4 | $68M | Buy |
887,368
+110,142
| +14% | +$8.44M | 0.03% | 791 |
|
|
2016
Q3 | $61M | Buy |
777,226
+50,789
| +7% | +$3.99M | 0.03% | 835 |
|
|
2016
Q2 | $55.7M | Buy |
726,437
+49,581
| +7% | +$3.8M | 0.03% | 851 |
|
|
2016
Q1 | $48.5M | Buy |
676,856
+24,109
| +4% | +$1.73M | 0.03% | 956 |
|
|
2015
Q4 | $44.7M | Buy |
652,747
+27,940
| +4% | +$1.91M | 0.03% | 967 |
|
|
2015
Q3 | $42.3M | Buy |
624,807
+31,325
| +5% | +$2.12M | 0.03% | 957 |
|
|
2015
Q2 | $36.7M | Buy |
593,482
+52,694
| +10% | +$3.26M | 0.02% | 1210 |
|
|
2015
Q1 | $36.1M | Buy |
540,788
+45,288
| +9% | +$3.02M | 0.02% | 1182 |
|
|
2014
Q4 | $30M | Buy |
495,500
+34,671
| +8% | +$2.1M | 0.02% | 1312 |
|
|
2014
Q3 | $23.3M | Buy |
460,829
+42,352
| +10% | +$2.14M | 0.02% | 1463 |
|
|
2014
Q2 | $20.9M | Buy |
418,477
+47,677
| +13% | +$2.38M | 0.01% | 1615 |
|
|
2014
Q1 | $16.7M | Buy |
370,800
+24,935
| +7% | +$1.12M | 0.01% | 1750 |
|
|
2013
Q4 | $14.7M | Buy |
345,865
+16,290
| +5% | +$695K | 0.01% | 1837 |
|
|
2013
Q3 | $14M | Buy |
329,575
+40,360
| +14% | +$1.72M | 0.01% | 1791 |
|
|
2013
Q2 | $14.4M | Buy |
+289,215
| New | +$14.4M | 0.01% | 1654 |
|