Dimensional Fund Advisors LP Purchases in Q1 2025

Dimensional Fund Advisors LP

  • $391 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EPSN
Epsilon Energy Ltd.

Energy
15.3K
+ 2.18%
$6.0 - $7.25 $91.9K - $111K
717K $5.06M
SSBK
Southern States Bancshares, Inc.

Financial Services
14.6K
+ 19.66%
$30.88 - $35.75 $450K - $521K
88.8K $3.17M
CCU
United Breweries CO Inc

Consumer Defensive
6.14K
+ 4.14%
$11.22 - $15.62 $68.9K - $95.9K
154K $2.35M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
19.7K
New
$32.3 - $53.15 $637K - $1.05M
19.7K $661K
SII
Sprott Inc.

Financial Services
11.4K
+ 21.55%
$39.75 - $45.18 $452K - $514K
64.1K $2.88M
HTBK
Heritage Commerce Corp

Financial Services
18.1K
+ 0.53%
$8.75 - $10.75 $158K - $194K
3.41M $32.5M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
55K
+ 8.22%
$6.22 - $8.25 $342K - $454K
724K $5.26M
LARK
Landmark Bancorp Inc

Financial Services
2.04K
+ 1.13%
$22.92 - $27.55 $46.8K - $56.2K
182K $4.97M
WY
Weyerhaeuser CO

Real Estate
1.98K
+ 0.39%
$27.29 - $31.39 $54.1K - $62.2K
513K $15M
FSBC
Five Star Bancorp

Financial Services
37.4K
+ 21.13%
$27.77 - $31.79 $1.04M - $1.19M
215K $5.96M
KEP
Korea Electric Power Corp

Utilities
42K
+ 6.94%
$6.68 - $8.18 $280K - $343K
647K $4.79M
PETS
Petmed Express Inc

Healthcare
182K
+ 84.0%
$3.95 - $5.51 $719K - $1M
399K $1.67M
ARHS
Arhaus, Inc.

Consumer Cyclical
140K
+ 16.57%
$8.57 - $12.98 $1.2M - $1.82M
984K $8.56M
LEU
Centrus Energy Corp

Energy
32.7K
+ 10.19%
$62.21 - $119.74 $2.03M - $3.92M
354K $22M
ESCA
Escalade Inc

Consumer Cyclical
10.3K
+ 2.25%
$14.29 - $15.85 $147K - $163K
467K $7.14M
CDXC
Chroma Dex Corp.

Healthcare
58.2K
+ 47.33%
$5.26 - $8.55 $306K - $497K
181K $1.25M
CDRE
Cadre Holdings, Inc.

Industrials
66K
+ 13.06%
$29.08 - $39.84 $1.92M - $2.63M
572K $16.9M
GFS
Globalfoundries Inc.

Technology
98.1K
+ 19.39%
$36.53 - $46.01 $3.58M - $4.51M
604K $22.3M
EBTC
Enterprise Bancorp Inc

Financial Services
20.8K
+ 5.53%
$37.23 - $44.37 $774K - $922K
397K $15.5M
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
33.6K
+ 15.84%
$7.2 - $10.6 $242K - $357K
246K $2.36M
GRPN
Groupon, Inc.

Communication Services
1.85K
+ 2.33%
$9.77 - $18.83 $18.1K - $34.8K
81.2K $1.52M
NL
Nl Industries Inc

Industrials
37.4K
+ 1.87%
$6.61 - $8.4 $247K - $314K
2.04M $16.2M
FCCO
First Community Corp

Financial Services
31.5K
+ 28.02%
$21.71 - $27.55 $684K - $868K
144K $3.25M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
86K
New
$5.62 - $10.15 $483K - $873K
86K $543K
TALK
Talkspace, Inc.

Healthcare
461K
+ 38.08%
$2.56 - $4.17 $1.18M - $1.92M
1.67M $4.28M
TBPH
Theravance Biopharma, Inc.

Healthcare
90.1K
+ 16.28%
$8.44 - $10.47 $761K - $944K
644K $5.75M
OBE
Obsidian Energy Ltd.

Energy
82.4K
+ 6.04%
$4.93 - $6.11 $406K - $504K
1.45M $8.48M
ZTO
Zto Express (Cayman) Inc.

Industrials
1.86K
+ 0.11%
$17.93 - $21.76 $33.3K - $40.4K
1.67M $33.2M
SEDG
Solaredge Technologies, Inc.

Technology
22.2K
+ 37.95%
$12.96 - $19.63 $287K - $435K
80.5K $1.3M
NECB
North East Community Bancorp, Inc.

Financial Services
36.4K
+ 10.73%
$21.63 - $25.71 $787K - $935K
375K $8.8M
EBR
Brazilian Electric Power CO

Utilities
40.4K
+ 26.25%
$5.56 - $7.41 $225K - $300K
194K $1.38M
MGIC
Magic Software Enterprises LTD

Technology
20.5K
+ 8.52%
$11.45 - $14.2 $235K - $292K
261K $3.4M
UMH
Umh Properties, Inc.

Real Estate
36.2K
+ 3.4%
$17.49 - $19.0 $634K - $688K
1.1M $20.6M
FRAF
Franklin Financial Services Corp

Financial Services
6.88K
+ 15.87%
$28.08 - $38.01 $193K - $262K
50.3K $1.78M
TGB
Taseko Mines LTD

Basic Materials
18.1K
+ 1.24%
$1.83 - $2.52 $33.2K - $45.7K
1.49M $3.33M
WHG
Westwood Holdings Group Inc

Financial Services
2.79K
+ 1.08%
$14.22 - $17.09 $39.6K - $47.6K
262K $4.24M
OSCR
Oscar Health, Inc.

Healthcare
122K
+ 3.55%
$12.83 - $17.3 $1.57M - $2.12M
3.57M $46.8M
DC
Dakota Gold Corp.

Basic Materials
90.7K
+ 18.7%
$2.22 - $3.42 $201K - $310K
576K $1.53M
TPB
Turning Point Brands, Inc.

Consumer Defensive
12.6K
+ 2.81%
$55.09 - $70.34 $692K - $883K
458K $27.3M
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
17.3K
+ 15.69%
$14.5 - $18.07 $251K - $312K
127K $2.14M
RBB
Rbb Bancorp

Financial Services
23.5K
+ 3.2%
N/A
759K $14.3M
LE
Lands' End, Inc.

Consumer Cyclical
33K
+ 2.82%
N/A
1.2M $16M
UPST
Upstart Holdings, Inc.

Financial Services
15.2K
+ 89.24%
$46.03 - $88.77 $701K - $1.35M
32.3K $1.49M
SND
Smart Sand, Inc.

Energy
81.5K
+ 16.08%
$2.01 - $2.64 $164K - $215K
588K $1.52M
MFG
Mizuho Financial Group Inc

Financial Services
13.5K
+ 2.41%
$4.83 - $6.04 $65.3K - $81.7K
574K $3.16M
ODC
Oil Dri Corp Of America

Basic Materials
345K
+ 93.34%
$41.1 - $87.55 $14.2M - $30.2M
715K $32.8M
CMRX
Chimerix Inc

Healthcare
49K
New
$3.25 - $8.51 $159K - $417K
49K $417K
WF
Woori Financial Group Inc.

Financial Services
7.98K
+ 11.39%
$31.09 - $35.8 $248K - $286K
78.1K $2.61M
CHMG
Chemung Financial Corp

Financial Services
12.4K
+ 7.93%
$44.8 - $53.98 $556K - $670K
169K $8.03M
Activity Summary
Buys All Purchases 1807 New Holdings 64 Increased Positions 1743 Sells All Sells 1402 Reductions 1402 Sold out 0 Options Calls 0 Puts 0
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