Dimensional Fund Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7M | Buy |
954,700
+46,171
| +5% | +$1.63M | 0.01% | 1715 |
|
|
2025
Q1 | $31.8M | Buy |
908,529
+84,230
| +10% | +$2.95M | 0.01% | 1717 |
|
|
2024
Q4 | $44M | Sell |
824,299
-86,853
| -10% | -$4.63M | 0.01% | 1582 |
|
|
2024
Q3 | $35.1M | Buy |
911,152
+242,974
| +36% | +$9.36M | 0.01% | 1709 |
|
|
2024
Q2 | $24.1M | Buy |
668,178
+40,593
| +6% | +$1.46M | 0.01% | 1871 |
|
|
2024
Q1 | $19.9M | Buy |
627,585
+144,243
| +30% | +$4.58M | 0.01% | 1989 |
|
|
2023
Q4 | $13M | Buy |
483,342
+7,805
| +2% | +$210K | ﹤0.01% | 2201 |
|
|
2023
Q3 | $11M | Buy |
475,537
+84,577
| +22% | +$1.95M | ﹤0.01% | 2201 |
|
|
2023
Q2 | $7.62M | Buy |
390,960
+85,320
| +28% | +$1.66M | ﹤0.01% | 2371 |
|
|
2023
Q1 | $6.32M | Buy |
305,640
+110,201
| +56% | +$2.28M | ﹤0.01% | 2409 |
|
|
2022
Q4 | $2.84K | Buy |
195,439
+9,614
| +5% | +$140 | ﹤0.01% | 2621 |
|
|
2022
Q3 | $2.54M | Buy |
185,825
+57,238
| +45% | +$782K | ﹤0.01% | 2640 |
|
|
2022
Q2 | $1.46M | Buy |
128,587
+51,527
| +67% | +$584K | ﹤0.01% | 2835 |
|
|
2022
Q1 | $1.18M | Buy |
77,060
+56,090
| +267% | +$860K | ﹤0.01% | 2953 |
|
|
2021
Q4 | $333K | Buy |
+20,970
| New | +$333K | ﹤0.01% | 3252 |
|