Dimensional Fund Advisors LP Purchases in Q4 2024

Dimensional Fund Advisors LP

  • $405 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MORN
Morningstar, Inc.

Financial Services
13.2K
+ 4.51%
$312.56 - $358.78 $4.11M - $4.72M
305K $103M
XEL
Xcel Energy Inc

Utilities
80.7K
+ 4.4%
$62.16 - $72.92 $5.02M - $5.89M
1.92M $129M
HAFC
Hanmi Financial Corp

Financial Services
31.6K
+ 1.81%
$18.03 - $26.84 $570K - $849K
1.78M $42M
TER
Teradyne, Inc

Technology
127K
+ 15.54%
$102.58 - $133.62 $13M - $17M
945K $119M
FICO
Fair Isaac Corp

Technology
2.36K
+ 2.29%
$1911.01 - $2382.4 $4.51M - $5.62M
105K $210M
KNTK
Kinetik Holdings Inc.

Energy
43.6K
+ 7.45%
$45.65 - $61.95 $1.99M - $2.7M
629K $35.9M
NWS
News Corp New Cl B Com Stk (De

Communication Services
161K
+ 8.92%
$27.03 - $32.79 $4.35M - $5.28M
1.97M $59.8M
IBTX
Independent Bank Group, Inc.

Financial Services
32.8K
+ 1.35%
$55.72 - $67.74 $1.83M - $2.22M
2.46M $149M
COCO
Vita Coco Company, Inc.

Consumer Defensive
51.9K
+ 6.09%
$27.78 - $37.02 $1.44M - $1.92M
905K $33.4M
ALTR
Altair Engineering Inc.

Technology
12.6K
+ 2.17%
$91.78 - $110.67 $1.16M - $1.39M
592K $64.5M
SONO
Sonos Inc

Technology
149K
+ 5.85%
$11.62 - $15.07 $1.73M - $2.24M
2.69M $40.4M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
126K
+ 6.73%
$101.77 - $113.02 $12.8M - $14.3M
2M $211M
TROW
Price T Rowe Group Inc

Financial Services
15.9K
+ 0.92%
$106.48 - $124.69 $1.69M - $1.98M
1.74M $197M
NWSA
News Corp

Communication Services
167K
+ 3.48%
$25.68 - $29.86 $4.29M - $4.98M
4.96M $137M
ZWS
Zurn Water Solutions Corp

Industrials
164K
+ 8.25%
$35.79 - $40.92 $5.88M - $6.72M
2.16M $80.4M
ZETA
Zeta Global Holdings Corp.

Technology
540K
+ 708.66%
$17.37 - $36.74 $9.37M - $19.8M
616K $11.1M
FLYW
Flywire Corp

Technology
158K
+ 12.06%
$15.72 - $23.3 $2.48M - $3.68M
1.47M $30.2M
FBK
Fb Financial Corp

Financial Services
141
+ 0.01%
$44.94 - $57.73 $6.34K - $8.14K
1.92M $98.7M
CWST
Casella Waste Systems Inc

Industrials
30.2K
+ 3.45%
$97.5 - $113.93 $2.94M - $3.44M
905K $95.7M
OSK
Oshkosh Corp

Industrials
206K
+ 9.77%
$93.84 - $115.52 $19.4M - $23.8M
2.32M $220M
NARI
Inari Medical, Inc.

Healthcare
43.5K
+ 6.61%
$40.61 - $58.21 $1.77M - $2.53M
701K $35.8M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
958K
+ 43.92%
$6.27 - $8.49 $6.01M - $8.14M
3.14M $22.9M
FBNC
First Bancorp

Financial Services
77.1K
+ 3.48%
$40.32 - $49.2 $3.11M - $3.79M
2.29M $101M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
57K
+ 3.05%
$43.37 - $51.46 $2.47M - $2.93M
1.93M $92.9M
QS
Quantum Scape Corp

Consumer Cyclical
2.07M
+ 55.16%
$4.73 - $6.5 $9.78M - $13.4M
5.81M $30.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.88K
+ 1.9%
$1146.59 - $1270.6 $3.31M - $3.66M
155K $183M
PKI
Perkinelmer Inc

Healthcare
70.9K
+ 5.79%
N/A
1.3M $157M
CPA
Copa Holdings, S.A.

Industrials
159K
+ 17.24%
$86.16 - $107.25 $13.7M - $17.1M
1.08M $95.3M
DVAX
Dynavax Technologies Corp

Healthcare
172K
+ 4.41%
$10.28 - $13.66 $1.77M - $2.35M
4.07M $51.9M
JWN
Nordstrom Inc

Consumer Cyclical
139K
+ 4.44%
$21.42 - $24.9 $2.98M - $3.46M
3.27M $78.9M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
265K
+ 19.28%
$9.93 - $15.76 $2.63M - $4.18M
1.64M $23.9M
ACI
Albertsons Companies, Inc.

Consumer Defensive
168K
+ 3.75%
$18.01 - $19.92 $3.02M - $3.34M
4.64M $91.1M
PCVX
Vaxcyte, Inc.

Healthcare
157K
+ 115.28%
$80.97 - $117.93 $12.7M - $18.5M
294K $24M
INFA
Informatica Inc.

Technology
291K
+ 21.88%
$23.96 - $27.39 $6.96M - $7.96M
1.62M $42M
NJR
New Jersey Resources Corp

Utilities
216K
+ 6.98%
$45.17 - $51.61 $9.76M - $11.1M
3.31M $154M
CSGP
Costar Group, Inc.

Real Estate
213K
+ 11.92%
$69.7 - $81.97 $14.8M - $17.4M
2M $143M
CNP
Centerpoint Energy Inc

Utilities
36.3K
+ 1.18%
$28.58 - $32.66 $1.04M - $1.19M
3.11M $98.7M
NIC
Nicolet Bankshares Inc

Financial Services
21.8K
+ 3.52%
$90.86 - $115.0 $1.98M - $2.51M
642K $67.5M
MCY
Mercury General Corp

Financial Services
16.3K
+ 0.8%
$62.82 - $78.96 $1.02M - $1.29M
2.06M $137M
GMED
Globus Medical Inc

Healthcare
35.8K
+ 7.61%
$69.79 - $85.61 $2.5M - $3.06M
506K $41.9M
NOG
Northern Oil & Gas, Inc.

Energy
68.6K
+ 2.13%
$35.57 - $43.49 $2.44M - $2.98M
3.3M $123M
BV
Bright View Holdings, Inc.

Industrials
455K
+ 12.6%
$15.48 - $18.73 $7.04M - $8.52M
4.06M $65M
CHDN
Churchill Downs Inc

Consumer Cyclical
66.7K
+ 15.06%
$129.55 - $147.45 $8.65M - $9.84M
510K $68.1M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
417K
+ 54.17%
$13.56 - $17.2 $5.65M - $7.17M
1.19M $19.1M
WST
West Pharmaceutical Services Inc

Healthcare
2K
+ 0.73%
$285.69 - $344.0 $571K - $688K
275K $90M
INOD
Innodata Inc

Technology
103K
+ 58.48%
$15.45 - $46.23 $1.6M - $4.78M
280K $11.1M
MDXG
Mimedx Group, Inc.

Healthcare
238K
+ 15.22%
$5.51 - $9.75 $1.31M - $2.32M
1.8M $17.3M
ON
On Semiconductor Corp

Technology
772K
+ 18.19%
$63.05 - $74.7 $48.7M - $57.6M
5.01M $316M
NOV
Nov Inc.

Energy
1.93M
+ 13.02%
$14.06 - $16.79 $27.2M - $32.5M
16.8M $245M
Activity Summary
Buys All Purchases 1958 New Holdings 75 Increased Positions 1883 Sells All Sells 1259 Reductions 1259 Sold out 0 Options Calls 0 Puts 0
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