Dimensional Fund Advisors LP Oportun Financial Corp Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Oportun Financial Corp stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 705,298 shares of OPRT stock, worth $4.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

705,298

Previous 568,311 24.1%

Holding current value

$4.9 Million

Previous $2.21 Million 75.6%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$3.61 - $8.7 $494,523 - $1.19 Million	136,987 Added 24.1%	705,298 $3.87 Million
Q4 2024 Feb 13, 2025	BUY	$2.41 - $4.25 $60,211 - $106,182	24,984 Added 4.6%	568,311 $2.21 Million
Q3 2024 Nov 07, 2024	SELL	$2.39 - $3.42 $93,362 - $133,598	-39,064 Reduced 6.71%	543,327 $1.53 Million
Q2 2024 Aug 09, 2024	SELL	$2.13 - $4.42 $8,402 - $17,436	-3,945 Reduced 0.67%	582,391 $1.69 Million
Q1 2024 May 10, 2024	BUY	$2.42 - $4.36 $31,670 - $57,059	13,087 Added 2.28%	586,336 $1.42 Million
Q4 2023 Feb 07, 2024	BUY	$2.15 - $7.19 $154,238 - $515,803	71,739 Added 14.3%	573,249 $2.24 Million
Q3 2023 Nov 09, 2023	BUY	$5.25 - $7.61 $827,536 - $1.2 Million	157,626 Added 45.84%	501,510 $3.62 Million
Q2 2023 Aug 09, 2023	BUY	$3.5 - $6.07 $384,230 - $666,364	109,780 Added 46.89%	343,884 $2.05 Million
Q1 2023 May 12, 2023	BUY	$2.45 - $7.83 $373,090 - $1.19 Million	152,282 Added 186.11%	234,104 $903,000
Q4 2022 Feb 09, 2023	SELL	$4.12 - $7.1 $6,732 - $11,601	-1,634 Reduced 1.96%	81,822 $450,000
Q3 2022 Nov 10, 2022	SELL	$4.37 - $10.77 $232,484 - $572,964	-53,200 Reduced 38.93%	83,456 $365,000
Q2 2022 Aug 12, 2022	SELL	$8.25 - $14.67 $154,671 - $275,033	-18,748 Reduced 12.06%	136,656 $1.13 Million
Q1 2022 May 13, 2022	BUY	$13.05 - $20.67 $277,612 - $439,712	21,273 Added 15.86%	155,404 $2.23 Million
Q4 2021 Feb 09, 2022	BUY	$19.46 - $27.74 $1.01 Million - $1.44 Million	51,749 Added 62.82%	134,131 $2.72 Million
Q3 2021 Nov 12, 2021	BUY	$19.69 - $25.65 $625,925 - $815,387	31,789 Added 62.83%	82,382 $2.06 Million
Q2 2021 Aug 12, 2021	BUY	$19.08 - $21.8 $965,314 - $1.1 Million	50,593 New	50,593 $1.01 Million

Others Institutions Holding OPRT

# of Institutions

103

Shares Held

28.9M

Call Options Held

52.2K

Put Options Held

53.4K

View Full List

About Oportun Financial Corp

Ticker OPRT
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 32,927,300
Market Cap $229M
Description
Oportun Financial Corporation provides financial services. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. It operates in 24 states in the United States, which include Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New...

More about OPRT

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Dimensional Fund Advisors LP Oportun Financial Corp Transaction History