Dimensional Fund Advisors
XP icon

Dimensional Fund Advisors’s XP XP Stock Holding History

Dimensional Fund Advisors’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,537
Closed -$303K – 3567
2021
Q4 		$303K Buy
10,537
+1,909
+22% +$62.2K ﹤0.01% 3272
2021
Q3 		$347K Buy
8,628
+1,609
+23% +$71.9K ﹤0.01% 3247
2021
Q2 		$306K Sell
7,019
-1,388
-17% -$57.4K ﹤0.01% 3253
2021
Q1 		$317K Buy
+8,407
New +$359K ﹤0.01% 3215

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Dimensional Fund Advisors's XP Position: Q1 2022 in Review

Dimensional Fund Advisors sold out of XP (XP) in Q1 2022, closing a stake of 10,537 shares — an estimated $303K sold.

Dimensional Fund Advisors first reported a position in XP in Q1 2021 and held it in 4 quarters. The position peaked at $347K in Q3 2021. 238 funds tracked by Wall St. Rank hold XP as of Q1 2022.

  • Dimensional Fund Advisors reported no remaining XP position as of Q1 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 10,537 XP shares in Q1 2022, an estimated $303K.
  • Dimensional Fund Advisors first reported a position in XP in Q1 2021 and held it in 4 quarters.
  • Dimensional Fund Advisors's XP position peaked at $347K in Q3 2021.
  • 238 funds tracked by Wall St. Rank held XP as of Q1 2022.

Based on Dimensional Fund Advisors's 13F filing for Q1 2022, filed 13 May 2022.