Dimensional Fund Advisors’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33.7M Buy
2025
Q1
$31.8M Buy
2024
Q4
$44M Sell
2024
Q3
$35.1M Buy
2024
Q2
$24.1M Buy
2024
Q1
$19.9M Buy
2023
Q4
$13M Buy
2023
Q3
$11M Buy
2023
Q2
$7.62M Buy
2023
Q1
$6.32M Buy
2022
Q4
$2.84K Buy
2022
Q3
$2.54M Buy
2022
Q2
$1.46M Buy
2022
Q1
$1.18M Buy
2021
Q4
$333K Buy