DIMENSIONAL FUND ADVISORS LP ASTH — APOLLO MEDICAL HLDGS INC

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  31 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported APOLLO MEDICAL HLDGS INC (ASTH) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows ASTH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ASTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSIONAL FUND ADVISORS LP's position in APOLLO MEDICAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ASTH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ASTH stock page DIMENSIONAL FUND ADVISORS LP fund profile DIMENSIONAL FUND ADVISORS LP full holdings
How DIMENSIONAL FUND ADVISORS LP held ASTH — position size vs. price
% of Fund (quarterly)    ASTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,368,079 +152,267 +12.5% 0.01% $33.5M 2026-05-07 $36.08
2025 Q4 REDUCED — — — 1,215,812 -18,909 -1.5% 0.01% $30.2M 2026-02-12 $18.16
2025 Q3 REDUCED — — — 1,234,721 -27,432 -2.2% 0.01% $35.0M 2025-11-12 $23.56
2025 Q2 ADDED — — — 1,262,153 +144,386 +12.9% 0.01% $31.4M 2025-08-12 $29.10
2025 Q1 ADDED — — — 1,117,767 +72,227 +6.9% 0.01% $34.7M 2025-05-13 $26.70
2024 Q4 ADDED — — — 1,045,540 +101,192 +10.7% 0.01% $33.0M 2025-02-13 $39.20
2024 Q3 ADDED — — — 944,348 +12,993 +1.4% 0.01% $54.7M 2024-11-07 $59.08
2024 Q2 ADDED — — — 931,355 +103,608 +12.5% 0.01% $37.8M 2024-08-09 $47.91
2024 Q1 ADDED — — — 827,747 +59,227 +7.7% 0.01% $34.8M 2024-05-10 $38.89
2023 Q4 ADDED — — — 768,520 +59,895 +8.5% 0.01% $29.4M 2024-02-07 $36.07
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ASTH

As of 2026 Q1 — sorted by position size

1492 Capital Management LLC 3Y 7Y 1.43% Westmount Partners, LLC 0.47% SteelPeak Wealth, LLC 3Y 0.42% Insight Wealth Strategies, LLC 3Y 7Y 0.39% Linden Thomas Advisory Services, LLC 3Y 0.14% DIAMOND HILL CAPITAL MANAGEMENT INC 3Y 7Y 0.08% AlphaQuest LLC 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% Illinois Municipal Retirement Fund 3Y 0.01%

FAQ About DIMENSIONAL FUND ADVISORS LP and ASTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSIONAL FUND ADVISORS LP reported owning ASTH?

DIMENSIONAL FUND ADVISORS LP reported ASTH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ASTH position in DIMENSIONAL FUND ADVISORS LP's portfolio?

The largest reported portfolio weight for ASTH was 0.01% in 2024 Q3.

What is the latest reported ASTH position on this page?

The most recent filing on this page is 2026 Q1, when DIMENSIONAL FUND ADVISORS LP reported 1,368,079 shares, equal to 0.01% of portfolio, with an estimated market value of $33.5M.

What does the chart on this ASTH ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly ASTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIMENSIONAL FUND ADVISORS LP time their ASTH position?

Based on 13F filing dates vs. subsequent ASTH price moves, DIMENSIONAL FUND ADVISORS LP correctly timed 17 out of 26 reported position changes (65%). The annualised alpha on ASTH relative to SPY over the holding period was -5.9%.

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