Dimensional Fund Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Dimensional Fund Advisors’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-908,195	Closed	-$20.8M	–	3458
2023 Q4	$20.8M	Sell	908,195 -490,502	-35%	-$10.9M	0.01%	1967
2023 Q3	$25.2M	Buy	1,398,697 +328,916	+31%	+$5.86M	0.01%	1797
2023 Q2	$20.4M	Buy	1,069,781 +570,166	+114%	+$10.1M	0.01%	1922
2023 Q1	$9.62M	Buy	+499,615	New	+$9.67M	﹤0.01%	2249

Dimensional Fund Advisors's ESMT Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 908,195 shares — an estimated $20.8M sold.

Dimensional Fund Advisors first reported a position in ESMT in Q1 2023 and held it in 4 quarters. The position peaked at $25.2M in Q3 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Dimensional Fund Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Dimensional Fund Advisors sold 908,195 EngageSmart, Inc. shares in Q1 2024, an estimated $20.8M.
Dimensional Fund Advisors first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 4 quarters.
Dimensional Fund Advisors's EngageSmart, Inc. position peaked at $25.2M in Q3 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.