Lester Murray Antman dba SimplyRich DODWX β€” DODGE & COX GLOBAL STOCK I

Ownership history in Lester Murray Antman dba SimplyRich  Β·  5 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported DODGE & COX GLOBAL STOCK I (DODWX) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows DODWX at 0.06% 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.

What this DODWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in DODGE & COX GLOBAL STOCK I, 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

DODWX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
2024 Q3 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.

How Lester Murray Antman dba SimplyRich held DODWX β€” position size vs. price
% of Fund (quarterly)    DODWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 15,085 -247 -1.6% 0.06% $236 2026-05-01 $16.71
2025 Q2 UNCHANGED β€” β€” β€” 15,332 β€” 0% 0.07% $241K 2025-07-24 $14.72
2025 Q1 UNCHANGED β€” β€” β€” 15,332 β€” 0% 0.06% $223K 2025-05-09 $13.54
2024 Q4 UNCHANGED β€” β€” β€” 15,332 β€” 0% 0.06% $210K 2025-01-29 $13.31
2024 Q3 INITIATED β€” β€” β€” 15,332 β€” β€” 0.07% $259K 2024-10-18 $13.60

🏒 Other funds also holding DODWX

As of 2026 Q1 β€” sorted by position size

Garton & Associates Financial Advisors LLC 0.41%

FAQ About Lester Murray Antman dba SimplyRich and DODWX

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

How long has Lester Murray Antman dba SimplyRich reported owning DODWX?

Lester Murray Antman dba SimplyRich reported DODWX across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DODWX position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for DODWX was 0.07% in 2024 Q3.

What is the latest reported DODWX position on this page?

The most recent filing on this page is 2026 Q1, when Lester Murray Antman dba SimplyRich reported 15,085 shares, equal to 0.06% of portfolio, with an estimated market value of $236.

What does the chart on this DODWX ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly DODWX 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.

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