Dimensional Fund Advisors
VERX icon

Dimensional Fund Advisors’s Vertex VERX Stock Holding History

Dimensional Fund Advisors’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.92M Sell
582,427
-235,818
-29% -$3.67M ﹤0.01% 2390
2025
Q4 		$16.3M Sell
818,245
-169,020
-17% -$3.66M ﹤0.01% 2076
2025
Q3 		$24.5M Buy
987,265
+32,565
+3% +$943K 0.01% 1889
2025
Q2 		$33.7M Buy
954,700
+46,171
+5% +$1.76M 0.01% 1715
2025
Q1 		$31.8M Buy
908,529
+84,230
+10% +$3.85M 0.01% 1717
2024
Q4 		$44M Sell
824,299
-86,853
-10% -$4.21M 0.01% 1582
2024
Q3 		$35.1M Buy
911,152
+242,974
+36% +$8.96M 0.01% 1709
2024
Q2 		$24.1M Buy
668,178
+40,593
+6% +$1.31M 0.01% 1871
2024
Q1 		$19.9M Buy
627,585
+144,243
+30% +$3.89M 0.01% 1989
2023
Q4 		$13M Buy
483,342
+7,805
+2% +$200K ﹤0.01% 2201
2023
Q3 		$11M Buy
475,537
+84,577
+22% +$1.74M ﹤0.01% 2201
2023
Q2 		$7.62M Buy
390,960
+85,320
+28% +$1.8M ﹤0.01% 2371
2023
Q1 		$6.32M Buy
305,640
+110,201
+56% +$1.7M ﹤0.01% 2409
2022
Q4 		$2.84K Buy
195,439
+9,614
+5% +$154K ﹤0.01% 2621
2022
Q3 		$2.54M Buy
185,825
+57,238
+45% +$726K ﹤0.01% 2640
2022
Q2 		$1.46M Buy
128,587
+51,527
+67% +$652K ﹤0.01% 2835
2022
Q1 		$1.18M Buy
77,060
+56,090
+267% +$785K ﹤0.01% 2953
2021
Q4 		$333K Buy
+20,970
New +$397K ﹤0.01% 3252

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return