Dimensional Fund Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-201,963	Closed	-$3.6M	–	3543
2023 Q1	$3.6M	Buy	201,963 +92,464	+84%	+$1.41M	﹤0.01%	2586
2022 Q4	$1.14K	Sell	109,499 -2,539	-2%	-$26.6K	﹤0.01%	2869
2022 Q3	$1.14M	Sell	112,038 -1,968	-2%	-$24.5K	﹤0.01%	2853
2022 Q2	$1.43M	Buy	114,006 +71,759	+170%	+$1.28M	﹤0.01%	2842
2022 Q1	$1.21M	Buy	42,247 +29,734	+238%	+$859K	﹤0.01%	2947
2021 Q4	$443K	Buy	12,513 +938	+8%	+$36.5K	﹤0.01%	3192
2021 Q3	$495K	Buy	11,575 +1,092	+10%	+$46.2K	﹤0.01%	3183
2021 Q2	$401K	Buy	10,483 +862	+9%	+$30.3K	﹤0.01%	3208
2021 Q1	$317K	Buy	+9,621	New	+$390K	﹤0.01%	3216

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Dimensional Fund Advisors's XM Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 201,963 shares — an estimated $3.6M sold.

Dimensional Fund Advisors first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $3.6M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Dimensional Fund Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Dimensional Fund Advisors sold 201,963 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $3.6M.
Dimensional Fund Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Dimensional Fund Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $3.6M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.