Dimensional Fund Advisors’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-908,195
| Closed | -$20.8M | – | 3458 |
|
|
2023
Q4 | $20.8M | Sell |
908,195
-490,502
| -35% | -$11.2M | 0.01% | 1967 |
|
|
2023
Q3 | $25.2M | Buy |
1,398,697
+328,916
| +31% | +$5.92M | 0.01% | 1797 |
|
|
2023
Q2 | $20.4M | Buy |
1,069,781
+570,166
| +114% | +$10.9M | 0.01% | 1922 |
|
|
2023
Q1 | $9.62M | Buy |
499,615
+346,091
| +225% | +$6.66M | ﹤0.01% | 2249 |
|
|
2022
Q4 | $2.7K | Buy |
+153,524
| New | +$2.7K | ﹤0.01% | 2640 |
|