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Healthequity shares owned by Dimensional Fund Advisors

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Dimensional Fund Advisors from 13F filings

Historical chart of Dimensional Fund Advisors investment in Healthequity

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All positions including Healthequity held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Dimensional Fund Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $94M 1.4M 66.30
2023-09-30 $95M 1.3M 73.05
2023-06-30 $75M 1.2M 63.14
2023-03-31 $65M 1.1M 58.71
2022-12-31 $59M 964k 61.64
2022-09-30 $63M 935k 67.17
2022-06-30 $48M 784k 61.39
2022-03-31 $47M 700k 67.44
2021-12-31 $24M 540k 44.24
2021-09-30 $33M 513k 64.77
2021-06-30 $34M 428k 80.50
2021-03-31 $17M 255k 67.99
2020-12-31 $3.9M 56k 69.70
2020-09-30 $3.0M 58k 51.37
2020-06-30 $2.8M 49k 58.66
2020-03-31 $9.8M 194k 50.59
2019-12-31 $42M 569k 74.07
2019-09-30 $36M 622k 57.14
2019-06-30 $37M 562k 65.40
2019-03-31 $40M 543k 73.98
2018-12-31 $30M 506k 59.65
2018-09-30 $47M 497k 94.41
2018-06-30 $43M 569k 75.10
2018-03-31 $36M 602k 60.54
2017-12-31 $25M 537k 46.66
2017-09-30 $27M 531k 50.58
2017-06-30 $24M 473k 49.83
2017-03-31 $16M 378k 42.45
2016-12-31 $11M 273k 40.52
2016-09-30 $8.7M 230k 37.85