Dimensional Fund Advisors
TVRD

Dimensional Fund Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Dimensional Fund Advisors’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,648
Closed -$124K – 3435
2023
Q4 		$124K Sell
4,648
-2,366
-34% -$98K ﹤0.01% 3257
2023
Q3 		$424K Sell
7,014
-4,182
-37% -$392K ﹤0.01% 3075
2023
Q2 		$1.14M Sell
11,196
-15,079
-57% -$2.08M ﹤0.01% 2904
2023
Q1 		$4.64M Sell
26,275
-1,968
-7% -$659K ﹤0.01% 2505
2022
Q4 		$10.9K Buy
28,243
+61
+0.2% +$23.2K ﹤0.01% 2166
2022
Q3 		$9.5M Sell
28,182
-821
-3% -$297K ﹤0.01% 2177
2022
Q2 		$9.53M Buy
29,003
+6,998
+32% +$2.46M ﹤0.01% 2218
2022
Q1 		$9.63M Buy
22,005
+7,245
+49% +$2.97M ﹤0.01% 2311
2021
Q4 		$6.47M Buy
14,760
+4,924
+50% +$2.47M ﹤0.01% 2484
2021
Q3 		$5.47M Sell
9,836
-1,849
-16% -$928K ﹤0.01% 2555
2021
Q2 		$6M Buy
11,685
+9,925
+564% +$6.29M ﹤0.01% 2551
2021
Q1 		$1.37M Sell
1,760
-150
-8% -$103K ﹤0.01% 2940
2020
Q4 		$1.04M Buy
1,910
+48
+3% +$25.2K ﹤0.01% 2971
2020
Q3 		$853K Buy
1,862
+10
+0.5% +$5.81K ﹤0.01% 2965
2020
Q2 		$1.14M Buy
1,852
+901
+95% +$498K ﹤0.01% 2901
2020
Q1 		$452K Hold
951
– – ﹤0.01% 3072
2019
Q4 		$552K Buy
+951
New +$667K ﹤0.01% 3121
2018
Q2 		– Sell
-586
Closed -$261K – 3381
2018
Q1 		$261K Hold
586
– – ﹤0.01% 3193
2017
Q4 		$258K Hold
586
– – ﹤0.01% 3182
2017
Q3 		$289K Sell
586
-5,157
-90% -$2.58M ﹤0.01% 3172
2017
Q2 		$3.18M Sell
5,743
-33
-0.6% -$20.9K ﹤0.01% 2733
2017
Q1 		$3.82M Sell
5,776
-603
-9% -$322K ﹤0.01% 2653
2016
Q4 		$2.13M Buy
6,379
+1,737
+37% +$557K ﹤0.01% 2801
2016
Q3 		$1.4M Buy
+4,642
New +$1.01M ﹤0.01% 2863

Other funds holding TVRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dimensional Fund Advisors's TVRD Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of Tvardi Therapeutics (TVRD) in Q1 2024, closing a stake of 4,648 shares — an estimated $124K sold.

Dimensional Fund Advisors first reported a position in TVRD in Q3 2016 and held it in 24 quarters. The position peaked at $9.63M in Q1 2022. 97 funds tracked by Wall St. Rank hold TVRD as of Q1 2024.

  • Dimensional Fund Advisors reported no remaining Tvardi Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 4,648 Tvardi Therapeutics shares in Q1 2024, an estimated $124K.
  • Dimensional Fund Advisors first reported a position in Tvardi Therapeutics in Q3 2016 and held it in 24 quarters.
  • Dimensional Fund Advisors's Tvardi Therapeutics position peaked at $9.63M in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.