Assetmark Financial Hldg shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Assetmark Financial Hldg
Tip: Access up to 7 years of quarterly data
All positions including Assetmark Financial Hldg held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Assetmark Financial Hldg by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 943k | 29.95 |
| 2023-09-30 | $21M | 845k | 25.08 |
| 2023-06-30 | $22M | 753k | 29.66 |
| 2023-03-31 | $18M | 586k | 31.45 |
| 2022-12-31 | $9.1M | 396k | 23.00 |
| 2022-09-30 | $6.8M | 372k | 18.29 |
| 2022-06-30 | $5.8M | 308k | 18.77 |
| 2022-03-31 | $5.2M | 236k | 22.26 |
| 2021-12-31 | $5.5M | 208k | 26.20 |
| 2021-09-30 | $4.2M | 169k | 24.87 |
| 2021-06-30 | $2.7M | 107k | 25.06 |
| 2021-03-31 | $1.8M | 76k | 23.34 |
| 2020-12-31 | $1.7M | 70k | 24.20 |
| 2020-09-30 | $875k | 40k | 21.78 |