Dimensional Fund Advisors LP Axos Financial, Inc. Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Axos Financial, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 2,449,370 shares of AX stock, worth $170 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,449,370

Previous 2,579,398 5.04%

Holding current value

$170 Million

Previous $180 Million 12.29%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$61.63 - $73.1 $8.01 Million - $9.51 Million	-130,028 Reduced 5.04%	2,449,370 $158 Million
Q4 2024 Feb 13, 2025	SELL	$59.93 - $86.6 $2.41 Million - $3.48 Million	-40,169 Reduced 1.53%	2,579,398 $180 Million
Q3 2024 Nov 07, 2024	SELL	$56.59 - $77.61 $1.91 Million - $2.62 Million	-33,800 Reduced 1.27%	2,619,567 $165 Million
Q2 2024 Aug 09, 2024	SELL	$48.86 - $61.8 $1.56 Million - $1.97 Million	-31,867 Reduced 1.19%	2,653,367 $152 Million
Q1 2024 May 10, 2024	SELL	$49.23 - $56.88 $1.92 Million - $2.22 Million	-39,097 Reduced 1.44%	2,685,234 $145 Million
Q4 2023 Feb 07, 2024	BUY	$33.36 - $56.8 $4.48 Million - $7.63 Million	134,266 Added 5.18%	2,724,331 $149 Million
Q3 2023 Nov 09, 2023	BUY	$36.01 - $48.71 $1.08 Million - $1.46 Million	30,052 Added 1.17%	2,590,065 $98.1 Million
Q2 2023 Aug 09, 2023	BUY	$35.71 - $42.55 $3.32 Million - $3.96 Million	93,039 Added 3.77%	2,560,013 $101 Million
Q1 2023 May 12, 2023	BUY	$34.0 - $51.14 $5.91 Million - $8.89 Million	173,836 Added 7.58%	2,466,974 $91.1 Million
Q4 2022 Feb 09, 2023	BUY	$34.82 - $42.64 $5.09 Million - $6.24 Million	146,293 Added 6.81%	2,293,138 $87.6 Million
Q3 2022 Nov 10, 2022	BUY	$34.23 - $47.52 $1.22 Million - $1.69 Million	35,534 Added 1.68%	2,146,845 $73.5 Million
Q2 2022 Aug 12, 2022	BUY	$34.31 - $46.03 $788,581 - $1.06 Million	22,984 Added 1.1%	2,111,311 $75.7 Million
Q1 2022 May 13, 2022	BUY	$46.39 - $60.53 $757,780 - $988,757	16,335 Added 0.79%	2,088,327 $96.9 Million
Q4 2021 Feb 09, 2022	SELL	$51.04 - $62.14 $2.51 Million - $3.05 Million	-49,163 Reduced 2.32%	2,071,992 $116 Million
Q3 2021 Nov 12, 2021	SELL	$44.69 - $51.54 $3.34 Million - $3.85 Million	-74,764 Reduced 3.4%	2,121,155 $109 Million
Q2 2021 Aug 12, 2021	SELL	$44.26 - $49.34 $7.93 Million - $8.84 Million	-179,128 Reduced 7.54%	2,195,919 $102 Million
Q1 2021 May 14, 2021	SELL	$36.82 - $52.77 $2.33 Million - $3.34 Million	-63,207 Reduced 2.59%	2,375,047 $112 Million
Q4 2020 Feb 25, 2021	BUY	$23.61 - $37.71 $57.6 Million - $91.9 Million	2,438,254 New	2,438,254 $91.5 Million

Others Institutions Holding AX

# of Institutions

385

Shares Held

47.2M

Call Options Held

310K

Put Options Held

252K

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $4.17B
Description
Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...

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Dimensional Fund Advisors LP Axos Financial, Inc. Transaction History