Dimensional Fund Advisors LP H&R Block Inc Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in H&R Block Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 2,305,109 shares of HRB stock, worth $125 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,305,109

Previous 2,484,417 7.22%

Holding current value

$125 Million

Previous $135 Million 8.73%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$52.99 - $66.6 $9.5 Million - $11.9 Million	-179,308 Reduced 7.22%	2,305,109 $146 Million
Q2 2024 Aug 09, 2024	BUY	$46.26 - $54.23 $1.1 Million - $1.29 Million	23,792 Added 0.97%	2,484,417 $135 Million
Q1 2024 May 10, 2024	SELL	$45.44 - $50.49 $412,277 - $458,095	-9,073 Reduced 0.37%	2,460,625 $121 Million
Q4 2023 Feb 07, 2024	BUY	$40.86 - $48.95 $3.26 Million - $3.9 Million	79,759 Added 3.34%	2,469,698 $119 Million
Q3 2023 Nov 09, 2023	BUY	$31.07 - $43.09 $4.94 Million - $6.85 Million	159,048 Added 7.13%	2,389,939 $103 Million
Q2 2023 Aug 09, 2023	BUY	$28.87 - $35.45 $1.75 Million - $2.14 Million	60,462 Added 2.79%	2,230,891 $71.1 Million
Q1 2023 May 12, 2023	BUY	$33.24 - $39.75 $2.59 Million - $3.1 Million	77,897 Added 3.72%	2,170,429 $76.5 Million
Q4 2022 Feb 09, 2023	SELL	$36.51 - $43.72 $2.04 Million - $2.44 Million	-55,756 Reduced 2.6%	2,092,532 $76.4 Million
Q3 2022 Nov 10, 2022	BUY	$36.45 - $48.44 $5.37 Million - $7.14 Million	147,300 Added 7.36%	2,148,288 $91.4 Million
Q2 2022 Aug 12, 2022	BUY	$23.77 - $36.27 $2.68 Million - $4.09 Million	112,893 Added 5.98%	2,000,988 $70.7 Million
Q1 2022 May 13, 2022	BUY	$21.44 - $26.64 $564,365 - $701,244	26,323 Added 1.41%	1,888,095 $49.2 Million
Q4 2021 Feb 09, 2022	BUY	$22.76 - $25.71 $92,906 - $104,948	4,082 Added 0.22%	1,861,772 $43.9 Million
Q3 2021 Nov 12, 2021	BUY	$23.34 - $26.27 $7.76 Million - $8.73 Million	332,353 Added 21.79%	1,857,690 $46.4 Million
Q2 2021 Aug 12, 2021	SELL	$21.86 - $26.19 $2.35 Million - $2.82 Million	-107,710 Reduced 6.6%	1,525,337 $35.8 Million
Q1 2021 May 14, 2021	BUY	$15.66 - $21.8 $94,868 - $132,064	6,058 Added 0.37%	1,633,047 $35.6 Million
Q4 2020 Feb 25, 2021	BUY	$15.16 - $19.18 $24.7 Million - $31.2 Million	1,626,989 New	1,626,989 $25.8 Million

Others Institutions Holding HRB

# of Institutions

595

Shares Held

102M

Call Options Held

721K

Put Options Held

995K

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.61B
Description
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...

More about HRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.

Account

Dimensional Fund Advisors LP H&R Block Inc Transaction History