Dimensional Fund Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263M | Buy |
4,442,435
+1,008,444
| +29% | +$62.5M | 0.05% | 399 |
|
|
2025
Q4 | $183M | Buy |
3,433,991
+76,028
| +2% | +$3.84M | 0.04% | 619 |
|
|
2025
Q3 | $172M | Buy |
3,357,963
+110,928
| +3% | +$5.65M | 0.04% | 647 |
|
|
2025
Q2 | $152M | Buy |
3,247,035
+196,601
| +6% | +$8.22M | 0.04% | 697 |
|
|
2025
Q1 | $115M | Buy |
3,050,434
+87,194
| +3% | +$3.81M | 0.03% | 853 |
|
|
2024
Q4 | $137M | Sell |
2,963,240
-57,645
| -2% | -$3.01M | 0.03% | 756 |
|
|
2024
Q3 | $160M | Buy |
3,020,885
+208,502
| +7% | +$11.5M | 0.04% | 655 |
|
|
2024
Q2 | $154M | Buy |
2,812,383
+109,885
| +4% | +$6.52M | 0.04% | 612 |
|
|
2024
Q1 | $174M | Buy |
2,702,498
+26,950
| +1% | +$1.58M | 0.05% | 517 |
|
|
2023
Q4 | $154M | Buy |
2,675,548
+78,362
| +3% | +$4.05M | 0.04% | 560 |
|
|
2023
Q3 | $150M | Sell |
2,597,186
-333,187
| -11% | -$19.9M | 0.05% | 497 |
|
|
2023
Q2 | $175M | Sell |
2,930,373
-111,329
| -4% | -$5.52M | 0.06% | 412 |
|
|
2023
Q1 | $147M | Buy |
3,041,702
+34,421
| +1% | +$1.76M | 0.05% | 506 |
|
|
2022
Q4 | $128K | Buy |
3,007,281
+44,022
| +1% | +$1.77M | 0.04% | 585 |
|
|
2022
Q3 | $88.1M | Buy |
2,963,259
+65,478
| +2% | +$2.14M | 0.03% | 793 |
|
|
2022
Q2 | $79.3M | Buy |
2,897,781
+131,132
| +5% | +$4.37M | 0.03% | 910 |
|
|
2022
Q1 | $98.7M | Buy |
2,766,649
+23,768
| +0.9% | +$983K | 0.03% | 863 |
|
|
2021
Q4 | $121M | Sell |
2,742,881
-55,131
| -2% | -$2.48M | 0.04% | 720 |
|
|
2021
Q3 | $118M | Sell |
2,798,012
-65,253
| -2% | -$3.09M | 0.04% | 703 |
|
|
2021
Q2 | $136M | Sell |
2,863,265
-423,403
| -13% | -$20.6M | 0.04% | 585 |
|
|
2021
Q1 | $151M | Sell |
3,286,668
-113,453
| -3% | -$4.65M | 0.05% | 503 |
|
|
2020
Q4 | $119M | Sell |
3,400,121
-107,942
| -3% | -$3.19M | 0.04% | 606 |
|
|
2020
Q3 | $67.9M | Buy |
3,508,063
+19,597
| +0.6% | +$383K | 0.03% | 912 |
|
|
2020
Q2 | $65.5M | Buy |
3,488,466
+418,628
| +14% | +$6.66M | 0.03% | 931 |
|
|
2020
Q1 | $44.1M | Sell |
3,069,838
-86,465
| -3% | -$1.96M | 0.02% | 1129 |
|
|
2019
Q4 | $94M | Sell |
3,156,303
-22,976
| -0.7% | -$646K | 0.03% | 778 |
|
|
2019
Q3 | $82.6M | Sell |
3,179,279
-9,270
| -0.3% | -$255K | 0.03% | 862 |
|
|
2019
Q2 | $100M | Sell |
3,188,549
-107,595
| -3% | -$3.3M | 0.04% | 678 |
|
|
2019
Q1 | $106M | Sell |
3,296,144
-27,851
| -0.8% | -$883K | 0.04% | 615 |
|
|
2018
Q4 | $91.6M | Sell |
3,323,995
-191,231
| -5% | -$6.11M | 0.04% | 615 |
|
|
2018
Q3 | $140M | Sell |
3,515,226
-387,792
| -10% | -$15.8M | 0.05% | 438 |
|
|
2018
Q2 | $165M | Buy |
3,903,018
+7,522
| +0.2% | +$299K | 0.07% | 315 |
|
|
2018
Q1 | $146M | Sell |
3,895,496
-695,154
| -15% | -$30.2M | 0.06% | 368 |
|
|
2017
Q4 | $221M | Sell |
4,590,650
-414,179
| -8% | -$19.1M | 0.09% | 190 |
|
|
2017
Q3 | $225M | Sell |
5,004,829
-791,724
| -14% | -$31.3M | 0.1% | 171 |
|
|
2017
Q2 | $217M | Sell |
5,796,553
-647,616
| -10% | -$21.9M | 0.1% | 169 |
|
|
2017
Q1 | $202M | Buy |
6,444,169
+943,237
| +17% | +$29.6M | 0.1% | 177 |
|
|
2016
Q4 | $173M | Buy |
5,500,932
+366,280
| +7% | +$10.2M | 0.09% | 217 |
|
|
2016
Q3 | $130M | Buy |
5,134,652
+568,572
| +12% | +$13.3M | 0.07% | 304 |
|
|
2016
Q2 | $92.7M | Sell |
4,566,080
-546
| -0% | -$12.5K | 0.05% | 452 |
|
|
2016
Q1 | $114M | Sell |
4,566,626
-16,032
| -0.3% | -$336K | 0.07% | 308 |
|
|
2015
Q4 | $84.7M | Sell |
4,582,658
-93,211
| -2% | -$1.84M | 0.05% | 443 |
|
|
2015
Q3 | $83.9M | Buy |
4,675,869
+885,670
| +23% | +$19.3M | 0.06% | 412 |
|
|
2015
Q2 | $88.1M | Buy |
3,790,199
+1,365,326
| +56% | +$36M | 0.05% | 438 |
|
|
2015
Q1 | $64.5M | Buy |
2,424,873
+943,495
| +64% | +$23.8M | 0.04% | 605 |
|
|
2014
Q4 | $41.3M | Buy |
1,481,378
+165,551
| +13% | +$4.73M | 0.03% | 953 |
|
|
2014
Q3 | $41.8M | Sell |
1,315,827
-9,224
| -0.7% | -$337K | 0.03% | 842 |
|
|
2014
Q2 | $54.5M | Sell |
1,325,051
-19,391
| -1% | -$788K | 0.04% | 638 |
|
|
2014
Q1 | $59.5M | Buy |
1,344,442
+18,808
| +1% | +$790K | 0.04% | 536 |
|
|
2013
Q4 | $55.7M | Sell |
1,325,634
-230,019
| -15% | -$8.34M | 0.04% | 544 |
|
|
2013
Q3 | $52.3M | Sell |
1,555,653
-7,165
| -0.5% | -$217K | 0.05% | 504 |
|
|
2013
Q2 | $41.1M | Buy |
+1,562,818
| New | +$48.3M | 0.04% | 598 |
|
Other funds holding TEX
VPM
VCM
