Dimensional Fund Advisors’s Latham Group SWIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.9M Buy
2025
Q2
$16.7M Buy
2025
Q1
$15.8M Buy
2024
Q4
$14.6M Buy
2024
Q3
$11.1M Buy
2024
Q2
$4.07M Buy
2024
Q1
$4.38M Buy
2023
Q4
$2.76M Buy
2023
Q3
$2.17M Buy
2023
Q2
$780K Buy
2023
Q1
$231K Buy
2022
Q4
$111 Buy
2022
Q3
$90K Sell
2022
Q2
$220K Buy