Dimensional Fund Advisors’s US Steel X Stock Holding History

Dimensional Fund Advisors’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,970,755	Closed	-$421M	–	3338
2025 Q1	$421M	Buy	9,970,755 +678,849	+7%	+$25.7M	0.1%	157
2024 Q4	$316M	Buy	9,291,906 +929,762	+11%	+$34.3M	0.08%	255
2024 Q3	$295M	Buy	8,362,144 +760,549	+10%	+$29M	0.07%	293
2024 Q2	$287M	Sell	7,601,595 -880,999	-10%	-$33.6M	0.08%	262
2024 Q1	$346M	Sell	8,482,594 -2,121,810	-20%	-$97.1M	0.09%	180
2023 Q4	$516M	Sell	10,604,404 -263,462	-2%	-$9.58M	0.15%	94
2023 Q3	$353M	Buy	10,867,866 +342,985	+3%	+$9.62M	0.12%	138
2023 Q2	$263M	Buy	10,524,881 +792,958	+8%	+$18.5M	0.08%	229
2023 Q1	$254M	Buy	9,731,923 +389,689	+4%	+$10.8M	0.09%	224
2022 Q4	$234K	Sell	9,342,234 -1,428,999	-13%	-$33M	0.07%	259
2022 Q3	$195M	Buy	10,771,233 +1,284,547	+14%	+$27.5M	0.07%	287
2022 Q2	$170M	Buy	9,486,686 +2,517,340	+36%	+$68.8M	0.06%	367
2022 Q1	$263M	Buy	6,969,346 +742,370	+12%	+$20.1M	0.08%	253
2021 Q4	$148M	Buy	6,226,976 +571,282	+10%	+$13.5M	0.04%	561
2021 Q3	$124M	Sell	5,655,694 -246,496	-4%	-$6.17M	0.04%	657
2021 Q2	$142M	Sell	5,902,190 -1,521,625	-20%	-$37.5M	0.04%	558
2021 Q1	$194M	Buy	7,423,815 +39,578	+0.5%	+$782K	0.06%	346
2020 Q4	$124M	Sell	7,384,237 -966,327	-12%	-$12M	0.04%	568
2020 Q3	$61.3M	Sell	8,350,564 -1,910,788	-19%	-$14.5M	0.03%	1008
2020 Q2	$74.1M	Sell	10,261,352 -196,989	-2%	-$1.54M	0.03%	806
2020 Q1	$66M	Sell	10,458,341 -108,595	-1%	-$910K	0.03%	750
2019 Q4	$121M	Buy	10,566,936 +686,444	+7%	+$8.52M	0.04%	583
2019 Q3	$114M	Buy	9,880,492 +465,672	+5%	+$6M	0.04%	572
2019 Q2	$144M	Buy	9,414,820 +1,723,382	+22%	+$26.6M	0.06%	397
2019 Q1	$150M	Buy	7,691,438 +2,950,906	+62%	+$62.8M	0.06%	356
2018 Q4	$86.5M	Sell	4,740,532 -180,783	-4%	-$4.53M	0.04%	677
2018 Q3	$150M	Buy	4,921,315 +223,665	+5%	+$7.22M	0.06%	394
2018 Q2	$163M	Buy	4,697,650 +240,580	+5%	+$8.6M	0.07%	320
2018 Q1	$157M	Buy	4,457,070 +338,107	+8%	+$13.3M	0.07%	326
2017 Q4	$145M	Buy	4,118,963 +960,350	+30%	+$27.9M	0.06%	383
2017 Q3	$81M	Sell	3,158,613 -86,536	-3%	-$2.12M	0.04%	749
2017 Q2	$71.9M	Buy	3,245,149 +236,714	+8%	+$5.61M	0.03%	815
2017 Q1	$102M	Sell	3,008,435 -1,701,636	-36%	-$60.5M	0.05%	519
2016 Q4	$156M	Buy	4,710,071 +161,647	+4%	+$4.32M	0.08%	273
2016 Q3	$85.8M	Buy	4,548,424 +622,504	+16%	+$12.8M	0.05%	540
2016 Q2	$66.2M	Buy	3,925,920 +1,676,588	+75%	+$28.2M	0.04%	684
2016 Q1	$36.1M	Buy	2,249,332 +151,285	+7%	+$1.51M	0.02%	1290
2015 Q4	$16.7M	Sell	2,098,047 -217,441	-9%	-$2.14M	0.01%	1921
2015 Q3	$24.1M	Sell	2,315,488 -15,992	-0.7%	-$267K	0.02%	1554
2015 Q2	$48.1M	Buy	2,331,480 +285,909	+14%	+$7.01M	0.03%	902
2015 Q1	$49.9M	Sell	2,045,571 -430,820	-17%	-$10.2M	0.03%	834
2014 Q4	$66.2M	Buy	2,476,391 +29,503	+1%	+$984K	0.04%	541
2014 Q3	$95.9M	Buy	2,446,888 +42,931	+2%	+$1.5M	0.07%	313
2014 Q2	$62.6M	Sell	2,403,957 -30,125	-1%	-$770K	0.04%	543
2014 Q1	$67.2M	Buy	2,434,082 +23,714	+1%	+$622K	0.05%	459
2013 Q4	$71.1M	Buy	2,410,368 +857,853	+55%	+$22.1M	0.06%	413
2013 Q3	$32M	Sell	1,552,515 -915	-0.1%	-$17.2K	0.03%	894
2013 Q2	$27.2M	Buy	+1,553,430	New	+$27.5M	0.03%	936

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return