Dimensional Fund Advisors
TOWN icon

Dimensional Fund Advisors’s Towne Bank TOWN Stock Holding History

Dimensional Fund Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$146M Sell
4,269,135
-58,437
-1% -$2M 0.03% 725
2025
Q1 		$148M Sell
4,327,572
-7,097
-0.2% -$243K 0.04% 655
2024
Q4 		$148M Buy
4,334,669
+3,328
+0.1% +$113K 0.04% 700
2024
Q3 		$143M Buy
4,331,341
+61,753
+1% +$2.04M 0.03% 731
2024
Q2 		$116M Buy
4,269,588
+119,459
+3% +$3.26M 0.03% 830
2024
Q1 		$116M Buy
4,150,129
+113,251
+3% +$3.18M 0.03% 825
2023
Q4 		$120M Buy
4,036,878
+162,347
+4% +$4.83M 0.04% 751
2023
Q3 		$88.8M Buy
3,874,531
+178,299
+5% +$4.09M 0.03% 902
2023
Q2 		$85.9M Buy
3,696,232
+70,535
+2% +$1.64M 0.03% 955
2023
Q1 		$96.6M Buy
3,625,697
+244,965
+7% +$6.53M 0.03% 838
2022
Q4 		$104K Buy
3,380,732
+148,583
+5% +$4.58K 0.03% 738
2022
Q3 		$86.7M Buy
3,232,149
+104,180
+3% +$2.8M 0.03% 804
2022
Q2 		$84.9M Buy
3,127,969
+143,639
+5% +$3.9M 0.03% 858
2022
Q1 		$89.4M Buy
2,984,330
+69,020
+2% +$2.07M 0.03% 930
2021
Q4 		$92.1M Sell
2,915,310
-11,530
-0.4% -$364K 0.03% 951
2021
Q3 		$91.1M Buy
2,926,840
+95,973
+3% +$2.99M 0.03% 909
2021
Q2 		$86.1M Buy
2,830,867
+46,384
+2% +$1.41M 0.03% 975
2021
Q1 		$84.8M Sell
2,784,483
-39,180
-1% -$1.19M 0.03% 961
2020
Q4 		$66.3M Buy
2,823,663
+30,746
+1% +$722K 0.02% 1122
2020
Q3 		$45.8M Buy
2,792,917
+48,645
+2% +$798K 0.02% 1276
2020
Q2 		$51.7M Sell
2,744,272
-11,594
-0.4% -$218K 0.02% 1173
2020
Q1 		$49.9M Buy
2,755,866
+39,373
+1% +$712K 0.03% 1030
2019
Q4 		$75.6M Buy
2,716,493
+36,009
+1% +$1M 0.03% 1008
2019
Q3 		$74.5M Buy
2,680,484
+5,464
+0.2% +$152K 0.03% 958
2019
Q2 		$73M Buy
2,675,020
+62,204
+2% +$1.7M 0.03% 1011
2019
Q1 		$64.7M Buy
2,612,816
+104,647
+4% +$2.59M 0.03% 1116
2018
Q4 		$60.1M Buy
2,508,169
+133,809
+6% +$3.2M 0.03% 1033
2018
Q3 		$73.2M Buy
2,374,360
+34,911
+1% +$1.08M 0.03% 1013
2018
Q2 		$75.1M Buy
2,339,449
+45,308
+2% +$1.45M 0.03% 934
2018
Q1 		$65.6M Buy
2,294,141
+194,426
+9% +$5.56M 0.03% 1022
2017
Q4 		$64.6M Buy
2,099,715
+153,261
+8% +$4.71M 0.03% 1059
2017
Q3 		$65.2M Buy
1,946,454
+122,476
+7% +$4.1M 0.03% 983
2017
Q2 		$56.2M Buy
1,823,978
+88,750
+5% +$2.73M 0.03% 1106
2017
Q1 		$56.2M Buy
1,735,228
+131,487
+8% +$4.26M 0.03% 1057
2016
Q4 		$53.3M Buy
1,603,741
+519,130
+48% +$17.3M 0.03% 1049
2016
Q3 		$26.1M Buy
1,084,611
+99,066
+10% +$2.38M 0.01% 1704
2016
Q2 		$21.3M Sell
985,545
-95,973
-9% -$2.08M 0.01% 1784
2016
Q1 		$20.8M Sell
1,081,518
-800
-0.1% -$15.4K 0.01% 1788
2015
Q4 		$22.6M Buy
1,082,318
+4,392
+0.4% +$91.7K 0.01% 1678
2015
Q3 		$20.3M Hold
1,077,926
– – 0.01% 1733
2015
Q2 		$17.6M Buy
1,077,926
+49,572
+5% +$808K 0.01% 1946
2015
Q1 		$16.5M Buy
1,028,354
+191,644
+23% +$3.08M 0.01% 1948
2014
Q4 		$12.7M Buy
836,710
+5,536
+0.7% +$83.7K 0.01% 2110
2014
Q3 		$11.3M Sell
831,174
-3,101
-0.4% -$42.1K 0.01% 2119
2014
Q2 		$13.1M Sell
834,275
-8,006
-1% -$126K 0.01% 2027
2014
Q1 		$13.1M Buy
842,281
+1,084
+0.1% +$16.8K 0.01% 1963
2013
Q4 		$12.9M Buy
841,197
+630
+0.1% +$9.7K 0.01% 1962
2013
Q3 		$12.1M Sell
840,567
-1,691
-0.2% -$24.4K 0.01% 1937
2013
Q2 		$12.4M Buy
+842,258
New +$12.4M 0.01% 1814