Dimensional Fund Advisors
TAX

Dimensional Fund Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

Dimensional Fund Advisors’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-318,089
Closed -$2.57M – 3460
2018
Q2 		$2.57M Buy
318,089
+48,492
+18% +$481K ﹤0.01% 2829
2018
Q1 		$2.72M Buy
269,597
+55,656
+26% +$560K ﹤0.01% 2799
2017
Q4 		$2.35M Buy
213,941
+37,689
+21% +$472K ﹤0.01% 2830
2017
Q3 		$2.54M Buy
176,252
+21,007
+14% +$292K ﹤0.01% 2797
2017
Q2 		$2.01M Buy
155,245
+21,568
+16% +$299K ﹤0.01% 2848
2017
Q1 		$1.91M Buy
133,677
+28,371
+27% +$403K ﹤0.01% 2852
2016
Q4 		$1.41M Buy
105,306
+38,620
+58% +$494K ﹤0.01% 2895
2016
Q3 		$852K Sell
66,686
-1,718
-3% -$23.2K ﹤0.01% 2969
2016
Q2 		$911K Sell
68,404
-531
-0.8% -$7.07K ﹤0.01% 2949
2016
Q1 		$1.35M Hold
68,935
– – ﹤0.01% 2860
2015
Q4 		$1.64M Buy
68,935
+12,562
+22% +$286K ﹤0.01% 2858
2015
Q3 		$1.31M Buy
56,373
+1,380
+3% +$33.6K ﹤0.01% 2935
2015
Q2 		$1.36M Buy
54,993
+2,677
+5% +$67.5K ﹤0.01% 2946
2015
Q1 		$1.46M Buy
52,316
+11,506
+28% +$375K ﹤0.01% 2901
2014
Q4 		$1.46M Buy
40,810
+18,905
+86% +$687K ﹤0.01% 2927
2014
Q3 		$708K Buy
21,905
+11,854
+118% +$404K ﹤0.01% 3082
2014
Q2 		$335K Buy
10,051
+7,851
+357% +$219K ﹤0.01% 3248
2014
Q1 		$61K Buy
+2,200
New +$57.1K ﹤0.01% 3435

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Dimensional Fund Advisors's TAX Position: Q3 2018 in Review

Dimensional Fund Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 318,089 shares — an estimated $2.57M sold.

Dimensional Fund Advisors first reported a position in TAX in Q1 2014 and held it in 18 quarters. The position peaked at $2.72M in Q1 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Dimensional Fund Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Dimensional Fund Advisors sold 318,089 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $2.57M.
  • Dimensional Fund Advisors first reported a position in Liberty Tax, Inc. Class A in Q1 2014 and held it in 18 quarters.
  • Dimensional Fund Advisors's Liberty Tax, Inc. Class A position peaked at $2.72M in Q1 2018.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Dimensional Fund Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.