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Dimensional · FDS Holdings Trend

FactSet · SEC 13F

Dimensional Holdings of FDS by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q1194K$88M
2024Q2235K$96M+9.2%
2024Q3253K$116M+21.1%
2024Q4263K$127M+8.7%
2025Q1270K$123M-3.2%
2025Q2286K$128M+4.4%
2025Q3294K$84M-34.1%
2025Q4365K$106M+25.5%
2026Q1363K$79M-25.7%

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Data source: SEC EDGAR Form 13F