Dimensional Fund Advisors’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
2,623,222
+160,659
| +7% | +$1.03M | ﹤0.01% | 2055 |
|
|
2025
Q1 | $15.8M | Buy |
2,462,563
+367,571
| +18% | +$2.36M | ﹤0.01% | 2051 |
|
|
2024
Q4 | $14.6M | Buy |
2,094,992
+458,604
| +28% | +$3.19M | ﹤0.01% | 2149 |
|
|
2024
Q3 | $11.1M | Buy |
1,636,388
+294,246
| +22% | +$2M | ﹤0.01% | 2259 |
|
|
2024
Q2 | $4.07M | Buy |
1,342,142
+234,930
| +21% | +$712K | ﹤0.01% | 2562 |
|
|
2024
Q1 | $4.38M | Buy |
1,107,212
+59,022
| +6% | +$234K | ﹤0.01% | 2587 |
|
|
2023
Q4 | $2.76M | Buy |
1,048,190
+274,268
| +35% | +$721K | ﹤0.01% | 2719 |
|
|
2023
Q3 | $2.17M | Buy |
773,922
+563,688
| +268% | +$1.58M | ﹤0.01% | 2757 |
|
|
2023
Q2 | $780K | Buy |
210,234
+129,484
| +160% | +$481K | ﹤0.01% | 2971 |
|
|
2023
Q1 | $231K | Buy |
80,750
+46,232
| +134% | +$132K | ﹤0.01% | 3177 |
|
|
2022
Q4 | $111 | Buy |
34,518
+9,406
| +37% | +$30 | ﹤0.01% | 3311 |
|
|
2022
Q3 | $90K | Sell |
25,112
-6,635
| -21% | -$23.8K | ﹤0.01% | 3353 |
|
|
2022
Q2 | $220K | Buy |
+31,747
| New | +$220K | ﹤0.01% | 3237 |
|