Dimensional Fund Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $189M | Buy |
3,147,988
+39,112
| +1% | +$2.38M | 0.04% | 620 |
|
|
2025
Q4 | $202M | Buy |
3,108,876
+31,295
| +1% | +$2.16M | 0.04% | 553 |
|
|
2025
Q3 | $223M | Buy |
3,077,581
+520,999
| +20% | +$39M | 0.05% | 481 |
|
|
2025
Q2 | $174M | Buy |
2,556,582
+201,358
| +9% | +$11.7M | 0.04% | 599 |
|
|
2025
Q1 | $128M | Buy |
2,355,224
+116,581
| +5% | +$8.7M | 0.03% | 778 |
|
|
2024
Q4 | $190M | Buy |
2,238,643
+66,936
| +3% | +$5.49M | 0.05% | 523 |
|
|
2024
Q3 | $146M | Buy |
2,171,707
+13,974
| +0.6% | +$903K | 0.04% | 718 |
|
|
2024
Q2 | $139M | Buy |
2,157,733
+326,444
| +18% | +$22.8M | 0.04% | 681 |
|
|
2024
Q1 | $155M | Buy |
1,831,289
+106,769
| +6% | +$7.72M | 0.04% | 601 |
|
|
2023
Q4 | $133M | Buy |
1,724,520
+334,877
| +24% | +$18.9M | 0.04% | 663 |
|
|
2023
Q3 | $61.5M | Buy |
1,389,643
+109,813
| +9% | +$6.8M | 0.02% | 1203 |
|
|
2023
Q2 | $85.2M | Buy |
1,279,830
+416,381
| +48% | +$26M | 0.03% | 959 |
|
|
2023
Q1 | $59.3M | Buy |
863,449
+209,248
| +32% | +$15.7M | 0.02% | 1201 |
|
|
2022
Q4 | $41.1K | Buy |
654,201
+131,656
| +25% | +$8.12M | 0.01% | 1437 |
|
|
2022
Q3 | $28.8M | Buy |
522,545
+133,840
| +34% | +$9.48M | 0.01% | 1619 |
|
|
2022
Q2 | $23.9M | Buy |
388,705
+110,388
| +40% | +$10.1M | 0.01% | 1760 |
|
|
2022
Q1 | $37.7M | Sell |
278,317
-4,449
| -2% | -$539K | 0.01% | 1606 |
|
|
2021
Q4 | $45.7M | Buy |
282,766
+1,709
| +0.6% | +$370K | 0.01% | 1481 |
|
|
2021
Q3 | $67.4M | Sell |
281,057
-5,924
| -2% | -$1.52M | 0.02% | 1168 |
|
|
2021
Q2 | $70M | Sell |
286,981
-5,319
| -2% | -$1.23M | 0.02% | 1150 |
|
|
2021
Q1 | $66.4M | Sell |
292,300
-15,824
| -5% | -$3.7M | 0.02% | 1181 |
|
|
2020
Q4 | $67.1M | Buy |
308,124
+14,577
| +5% | +$2.84M | 0.02% | 1111 |
|
|
2020
Q3 | $47.7M | Buy |
293,547
+9,068
| +3% | +$1.28M | 0.02% | 1243 |
|
|
2020
Q2 | $29.9M | Buy |
284,479
+21,309
| +8% | +$1.63M | 0.01% | 1610 |
|
|
2020
Q1 | $13.8M | Buy |
263,170
+8,691
| +3% | +$594K | 0.01% | 1954 |
|
|
2019
Q4 | $15.9M | Buy |
254,479
+538
| +0.2% | +$34.4K | 0.01% | 2158 |
|
|
2019
Q3 | $15.7M | Sell |
253,941
-9,252
| -4% | -$628K | 0.01% | 2140 |
|
|
2019
Q2 | $19.1M | Sell |
263,193
-16,607
| -6% | -$1.16M | 0.01% | 2068 |
|
|
2019
Q1 | $21M | Buy |
279,800
+10,818
| +4% | +$784K | 0.01% | 2027 |
|
|
2018
Q4 | $15.1M | Buy |
268,982
+10,246
| +4% | +$724K | 0.01% | 2143 |
|
|
2018
Q3 | $25.6M | Buy |
258,736
+144,304
| +126% | +$11.1M | 0.01% | 1968 |
|
|
2018
Q2 | $7.05M | Buy |
114,432
+10,912
| +11% | +$600K | ﹤0.01% | 2553 |
|
|
2018
Q1 | $5.09M | Buy |
103,520
+15,165
| +17% | +$696K | ﹤0.01% | 2623 |
|
|
2017
Q4 | $3.06M | Buy |
88,355
+21,427
| +32% | +$785K | ﹤0.01% | 2767 |
|
|
2017
Q3 | $1.93M | Buy |
+66,928
| New | +$1.75M | ﹤0.01% | 2875 |
|
Other funds holding XYZ
VCM
VPM
