Dimensional Fund Advisors’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Buy |
2,819,794
+196,963
| +8% | +$2.55M | 0.01% | 1671 |
|
|
2025
Q1 | $32.5M | Buy |
2,622,831
+63,202
| +2% | +$783K | 0.01% | 1703 |
|
|
2024
Q4 | $32.1M | Buy |
2,559,629
+43,064
| +2% | +$541K | 0.01% | 1773 |
|
|
2024
Q3 | $32.4M | Buy |
2,516,565
+39,627
| +2% | +$510K | 0.01% | 1760 |
|
|
2024
Q2 | $31.3M | Buy |
2,476,938
+122,562
| +5% | +$1.55M | 0.01% | 1732 |
|
|
2024
Q1 | $29.6M | Buy |
2,354,376
+138,022
| +6% | +$1.73M | 0.01% | 1785 |
|
|
2023
Q4 | $32.6M | Buy |
2,216,354
+152,815
| +7% | +$2.25M | 0.01% | 1720 |
|
|
2023
Q3 | $24.4M | Sell |
2,063,539
-21,129
| -1% | -$250K | 0.01% | 1814 |
|
|
2023
Q2 | $26.2M | Buy |
2,084,668
+425,609
| +26% | +$5.35M | 0.01% | 1786 |
|
|
2023
Q1 | $21M | Buy |
1,659,059
+151,448
| +10% | +$1.91M | 0.01% | 1885 |
|
|
2022
Q4 | $21.7K | Buy |
1,507,611
+40,173
| +3% | +$579 | 0.01% | 1834 |
|
|
2022
Q3 | $19.1M | Buy |
1,467,438
+97,263
| +7% | +$1.26M | 0.01% | 1861 |
|
|
2022
Q2 | $18.8M | Buy |
1,370,175
+92,598
| +7% | +$1.27M | 0.01% | 1899 |
|
|
2022
Q1 | $21.2M | Buy |
1,277,577
+41,288
| +3% | +$685K | 0.01% | 1936 |
|
|
2021
Q4 | $22.1M | Buy |
1,236,289
+33,166
| +3% | +$593K | 0.01% | 1929 |
|
|
2021
Q3 | $22.9M | Buy |
1,203,123
+19,222
| +2% | +$366K | 0.01% | 1930 |
|
|
2021
Q2 | $24M | Buy |
1,183,901
+26,294
| +2% | +$534K | 0.01% | 1966 |
|
|
2021
Q1 | $23.6M | Buy |
1,157,607
+22,058
| +2% | +$450K | 0.01% | 1953 |
|
|
2020
Q4 | $20M | Buy |
1,135,549
+25,125
| +2% | +$443K | 0.01% | 1985 |
|
|
2020
Q3 | $16.3M | Buy |
1,110,424
+32,427
| +3% | +$476K | 0.01% | 1951 |
|
|
2020
Q2 | $15.4M | Buy |
1,077,997
+76,541
| +8% | +$1.1M | 0.01% | 1998 |
|
|
2020
Q1 | $15.3M | Sell |
1,001,456
-50,040
| -5% | -$764K | 0.01% | 1898 |
|
|
2019
Q4 | $20.7M | Sell |
1,051,496
-35,875
| -3% | -$706K | 0.01% | 2027 |
|
|
2019
Q3 | $19.6M | Sell |
1,087,371
-41,747
| -4% | -$752K | 0.01% | 2030 |
|
|
2019
Q2 | $20.4M | Sell |
1,129,118
-8,321
| -0.7% | -$150K | 0.01% | 2031 |
|
|
2019
Q1 | $18.7M | Sell |
1,137,439
-7,017
| -0.6% | -$116K | 0.01% | 2094 |
|
|
2018
Q4 | $18.5M | Buy |
1,144,456
+19,406
| +2% | +$313K | 0.01% | 2019 |
|
|
2018
Q3 | $16.9M | Buy |
1,125,050
+27,982
| +3% | +$420K | 0.01% | 2200 |
|
|
2018
Q2 | $17.3M | Buy |
1,097,068
+1,608
| +0.1% | +$25.4K | 0.01% | 2169 |
|
|
2018
Q1 | $16.1M | Buy |
1,095,460
+30,602
| +3% | +$450K | 0.01% | 2170 |
|
|
2017
Q4 | $15.9M | Buy |
1,064,858
+34,821
| +3% | +$520K | 0.01% | 2180 |
|
|
2017
Q3 | $16.6M | Buy |
1,030,037
+225
| +0% | +$3.63K | 0.01% | 2148 |
|
|
2017
Q2 | $15.9M | Buy |
1,029,812
+13,200
| +1% | +$204K | 0.01% | 2145 |
|
|
2017
Q1 | $16.9M | Buy |
1,016,612
+2,331
| +0.2% | +$38.7K | 0.01% | 2087 |
|
|
2016
Q4 | $19.3M | Sell |
1,014,281
-23,927
| -2% | -$456K | 0.01% | 2003 |
|
|
2016
Q3 | $18.5M | Buy |
1,038,208
+22,840
| +2% | +$407K | 0.01% | 1974 |
|
|
2016
Q2 | $17.5M | Sell |
1,015,368
-48,211
| -5% | -$830K | 0.01% | 1952 |
|
|
2016
Q1 | $18.5M | Sell |
1,063,579
-100,908
| -9% | -$1.75M | 0.01% | 1865 |
|
|
2015
Q4 | $21.9M | Sell |
1,164,487
-8,523
| -0.7% | -$160K | 0.01% | 1710 |
|
|
2015
Q3 | $20.2M | Sell |
1,173,010
-7,024
| -0.6% | -$121K | 0.01% | 1738 |
|
|
2015
Q2 | $19.8M | Buy |
1,180,034
+76,574
| +7% | +$1.29M | 0.01% | 1850 |
|
|
2015
Q1 | $16.2M | Buy |
1,103,460
+44,285
| +4% | +$650K | 0.01% | 1964 |
|
|
2014
Q4 | $15.8M | Buy |
1,059,175
+66,801
| +7% | +$994K | 0.01% | 1972 |
|
|
2014
Q3 | $14.2M | Buy |
992,374
+16,050
| +2% | +$230K | 0.01% | 1934 |
|
|
2014
Q2 | $13.9M | Buy |
976,324
+1,628
| +0.2% | +$23.2K | 0.01% | 1975 |
|
|
2014
Q1 | $12.1M | Buy |
974,696
+5,056
| +0.5% | +$62.8K | 0.01% | 2024 |
|
|
2013
Q4 | $11.7M | Buy |
969,640
+29,066
| +3% | +$352K | 0.01% | 2034 |
|
|
2013
Q3 | $11.3M | Buy |
940,574
+70,446
| +8% | +$843K | 0.01% | 2012 |
|
|
2013
Q2 | $9.75M | Buy |
+870,128
| New | +$9.75M | 0.01% | 2023 |
|