Dimensional Fund Advisors
SWAV

Dimensional Fund Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Dimensional Fund Advisors’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-69,587
Closed -$22.7M – 3430
2024
Q1 		$22.7M Buy
69,587
+28,525
+69% +$7M 0.01% 1919
2023
Q4 		$7.82M Sell
41,062
-44,792
-52% -$8.47M ﹤0.01% 2417
2023
Q3 		$17.1M Buy
85,854
+7,107
+9% +$1.68M 0.01% 2009
2023
Q2 		$22.5M Sell
78,747
-7,824
-9% -$2.17M 0.01% 1873
2023
Q1 		$18.8M Sell
86,571
-4,214
-5% -$821K 0.01% 1935
2022
Q4 		$18.7K Buy
90,785
+3,005
+3% +$760K 0.01% 1909
2022
Q3 		$24.4M Buy
87,780
+11,181
+15% +$2.84M 0.01% 1708
2022
Q2 		$14.6M Sell
76,599
-11,325
-13% -$2M 0.01% 2025
2022
Q1 		$18.2M Sell
87,924
-3,972
-4% -$655K 0.01% 2009
2021
Q4 		$16.4M Sell
91,896
-8,097
-8% -$1.6M 0.01% 2094
2021
Q3 		$20.6M Sell
99,993
-5,638
-5% -$1.11M 0.01% 1990
2021
Q2 		$20M Buy
105,631
+1,384
+1% +$226K 0.01% 2042
2021
Q1 		$13.6M Sell
104,247
-13,945
-12% -$1.67M ﹤0.01% 2207
2020
Q4 		$12.3M Buy
118,192
+10,214
+9% +$885K ﹤0.01% 2200
2020
Q3 		$8.18M Buy
107,978
+63,985
+145% +$3.63M ﹤0.01% 2285
2020
Q2 		$2.08M Buy
+43,993
New +$1.81M ﹤0.01% 2747

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors's SWAV Position: Q2 2024 in Review

Dimensional Fund Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 69,587 shares — an estimated $22.7M sold.

Dimensional Fund Advisors first reported a position in SWAV in Q2 2020 and held it in 16 quarters. The position peaked at $24.4M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Dimensional Fund Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 69,587 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $22.7M.
  • Dimensional Fund Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 16 quarters.
  • Dimensional Fund Advisors's Shockwave Medical, Inc. Common Stock position peaked at $24.4M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Dimensional Fund Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.