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
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
316K
+ 19.29%
$12.32 - $18.17 $3.9M - $5.75M
1.96M $24.1M
PBFS
Pioneer Bancorp, Inc.

Financial Services
13.2K
+ 7.24%
$10.84 - $12.04 $143K - $159K
196K $2.3M
MYFW
First Western Financial Inc

Financial Services
8.64K
+ 4.48%
$17.54 - $21.83 $152K - $189K
201K $3.96M
TARA
Protara Therapeutics, Inc.

Healthcare
48.6K
+ 231.49%
$3.37 - $6.14 $164K - $298K
69.6K $296K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
120K
+ 52.75%
$3.0 - $4.24 $360K - $509K
348K $1.08M
GRAB
Grab Holdings LTD

Technology
50.1K
+ 22.6%
$4.12 - $5.34 $206K - $268K
272K $1.23M
HGTY
Hagerty, Inc.

Financial Services
24.6K
+ 39.58%
$9.0 - $10.33 $221K - $254K
86.6K $782K
CWENA
Clearway Energy Inc Cl A
5.3K
+ 1.23%
N/A
436K $15.1M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3.25K
+ 0.21%
N/A
1.55M $86.5M
ASUR
Asure Software Inc

Technology
5.61K
+ 0.62%
$9.16 - $12.62 $51.3K - $70.7K
903K $8.62M
GEVO
Gevo, Inc.

Basic Materials
290K
+ 168.85%
$1.14 - $2.85 $330K - $825K
461K $534K
TSE
Trinseo PLC

Basic Materials
62.7K
+ 152.21%
$3.68 - $5.96 $231K - $374K
104K $382K
UNB
Union Bankshares Inc

Financial Services
2.21K
+ 6.26%
$28.26 - $34.7 $62.5K - $76.7K
37.5K $1.18M
FSI
Flexible Solutions International Inc

Basic Materials
18.5K
+ 35.2%
$3.66 - $7.21 $67.6K - $133K
71K $358K
QIPT
Quipt Home Medical Corp.

Healthcare
94.7K
+ 107.44%
$2.28 - $3.26 $216K - $309K
183K $426K
CIA
Citizens, Inc.

Financial Services
2.39K
+ 0.89%
$4.14 - $5.64 $9.89K - $13.5K
272K $1.24M
ZLAB
Zai Lab LTD

Healthcare
17
+ 0.11%
$24.29 - $38.35 $413 - $652
15.6K $562K
FARM
Farmer Brothers CO

Consumer Defensive
14.2K
+ 4.48%
$1.64 - $3.03 $23.3K - $43.1K
332K $736K
SSBI
Summit State Bank Com Stk

Financial Services
3.35K
+ 4.6%
$7.08 - $9.94 $23.7K - $33.3K
76.2K $703K
ABSI
Absci Corp

Healthcare
88.4K
+ 11.78%
$2.51 - $5.82 $222K - $514K
839K $2.11M
BOWL
Bowlero Corp.

Communication Services
3.42K
+ 1.86%
$10.13 - $10.58 $34.6K - $36.2K
188K $1.98M
AER
Aer Cap Holdings N.V.

Industrials
14
+ 0.07%
$94.11 - $105.78 $1.32K - $1.48K
21.4K $2.19M
CVAC
Cure Vac N.V.

Healthcare
49.6K
New
$2.77 - $4.68 $137K - $232K
49.6K $137K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
20.1K
+ 38.57%
$3.82 - $4.84 $76.9K - $97.5K
72.4K $340K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
196
+ 0.37%
$26.47 - $29.92 $5.19K - $5.86K
52.6K $1.54M
RRBI
Red River Bancshares Inc

Financial Services
6.35K
+ 7.51%
$49.45 - $59.53 $314K - $378K
90.9K $4.7M
VIRC
Virco Mfg Corporation

Consumer Cyclical
74.7K
+ 10.91%
$9.3 - $11.69 $695K - $873K
759K $7.18M
MDV
Modiv Inc.

Real Estate
5.27K
+ 14.85%
$14.39 - $16.05 $75.8K - $84.5K
40.7K $653K
CURI
Curiosity Stream Inc.

Communication Services
48.1K
New
$1.52 - $3.17 $73.1K - $152K
48.1K $128K
FCAP
First Capital Inc

Financial Services
114
+ 0.57%
$30.85 - $38.78 $3.52K - $4.42K
20.1K $765K
EVRI
Everi Holdings Inc.

Consumer Cyclical
364
+ 0.05%
$13.51 - $13.81 $4.92K - $5.03K
716K $9.79M
CCSI
Consensus Cloud Solutions, Inc.

Technology
14.3K
+ 5.28%
$23.08 - $30.44 $330K - $436K
286K $6.59M
EP
Empire Petroleum Corp

Energy
18.9K
New
$5.55 - $7.95 $105K - $150K
18.9K $118K
SIGA
Siga Technologies Inc

Healthcare
227K
+ 10.67%
$5.39 - $6.47 $1.22M - $1.47M
2.35M $12.9M
CLFD
Clearfield, Inc.

Technology
17.6K
+ 5.46%
$27.28 - $41.12 $480K - $724K
340K $10.1M
RGCO
Rgc Resources Inc

Utilities
642
+ 0.53%
$19.37 - $21.69 $12.4K - $13.9K
121K $2.53M
XPEV
Xpeng Inc.

Consumer Cyclical
699
+ 6.78%
$11.55 - $26.34 $8.07K - $18.4K
11K $228K
OBT
Orange County Bancorp, Inc.

Financial Services
28.2K
+ 163.87%
$23.39 - $54.2 $660K - $1.53M
45.4K $1.06M
RSSS
Research Solutions, Inc.

Technology
41K
New
$2.6 - $4.15 $107K - $170K
41K $106K
BWMN
Bowman Consulting Group Ltd.

Industrials
32.5K
+ 16.69%
$18.39 - $26.53 $597K - $861K
227K $4.96M
CBFV
Cb Financial Services, Inc.

Financial Services
3.68K
+ 20.64%
$26.73 - $31.25 $98.3K - $115K
21.5K $611K
LCNB
Lcnb Corp

Financial Services
16.4K
+ 3.88%
$14.32 - $15.76 $235K - $259K
440K $6.51M
EVI
Evi Industries, Inc.

Industrials
3.14K
+ 3.27%
$16.01 - $19.15 $50.3K - $60.2K
99.2K $1.66M
CNA
Cna Financial Corp

Financial Services
759
+ 3.56%
$45.86 - $51.0 $34.8K - $38.7K
22.1K $1.12M
ACIU
Ac Immune Sa

Healthcare
106K
+ 80.78%
$1.87 - $2.98 $198K - $316K
238K $444K
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
1.5K
+ 5.02%
$3.37 - $6.3 $5.06K - $9.46K
31.4K $186K
LSBK
Lake Shore Bancorp, Inc.

Financial Services
1.12K
+ 3.58%
$13.28 - $16.35 $14.9K - $18.3K
32.5K $513K
AADI
Aadi Bioscience, Inc.

Healthcare
71.9K
+ 202.06%
$1.78 - $3.73 $128K - $268K
108K $191K
GEO
Geo Group Inc

Real Estate
24
+ 0.04%
$22.92 - $35.35 $550 - $848
61.9K $1.81M
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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