Dimensional Fund Advisors
YUMA

Dimensional Fund Advisors’s Yuma Energy Inc YUMA Stock Holding History

Dimensional Fund Advisors’s Portfolio YUMA Stock Details YUMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-196
Closed -$30K – 3380
2015
Q2 		$30K Sell
196
-41
-17% -$10.3K ﹤0.01% 3353
2015
Q1 		$72K Sell
237
-13
-5% -$5.76K ﹤0.01% 3291
2014
Q4 		$137K Hold
250
– – ﹤0.01% 3283
2014
Q3 		$321K Buy
+250
New +$345K ﹤0.01% 3214

Other funds holding YUMA

PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors's YUMA Position: Q3 2015 in Review

Dimensional Fund Advisors sold out of Yuma Energy Inc (YUMA) in Q3 2015, closing a stake of 196 shares — an estimated $30K sold.

Dimensional Fund Advisors first reported a position in YUMA in Q3 2014 and held it in 4 quarters. The position peaked at $321K in Q3 2014. 18 funds tracked by Wall St. Rank hold YUMA as of Q3 2015.

  • Dimensional Fund Advisors reported no remaining Yuma Energy Inc position as of Q3 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 196 Yuma Energy Inc shares in Q3 2015, an estimated $30K.
  • Dimensional Fund Advisors first reported a position in Yuma Energy Inc in Q3 2014 and held it in 4 quarters.
  • Dimensional Fund Advisors's Yuma Energy Inc position peaked at $321K in Q3 2014.
  • 18 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q3 2015.

Based on Dimensional Fund Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.