Dimensional Fund Advisors
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Dimensional Fund Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Dimensional Fund Advisors’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Sell
203,727
-2,357
-1% -$35K ﹤0.01% 2640
2025
Q4 		$3.13M Sell
206,084
-6,969
-3% -$101K ﹤0.01% 2639
2025
Q3 		$3.36M Sell
213,053
-5,318
-2% -$86.7K ﹤0.01% 2642
2025
Q2 		$3.46M Buy
218,371
+8,886
+4% +$134K ﹤0.01% 2621
2025
Q1 		$3.43M Buy
209,485
+725
+0.3% +$12.9K ﹤0.01% 2603
2024
Q4 		$3.84M Buy
208,760
+2,175
+1% +$38.6K ﹤0.01% 2612
2024
Q3 		$3.56M Buy
206,585
+209
+0.1% +$3.37K ﹤0.01% 2630
2024
Q2 		$3.22M Sell
206,376
-2,457
-1% -$37K ﹤0.01% 2636
2024
Q1 		$3.3M Buy
208,833
+6,300
+3% +$103K ﹤0.01% 2664
2023
Q4 		$3.44M Buy
202,533
+12,868
+7% +$213K ﹤0.01% 2657
2023
Q3 		$3.01M Buy
189,665
+1,397
+0.7% +$27K ﹤0.01% 2665
2023
Q2 		$3.81M Buy
188,268
+4,936
+3% +$94.4K ﹤0.01% 2607
2023
Q1 		$3.33M Buy
183,332
+13,705
+8% +$248K ﹤0.01% 2604
2022
Q4 		$3.18K Sell
169,627
-3,226
-2% -$58K ﹤0.01% 2577
2022
Q3 		$2.83M Buy
172,853
+2,841
+2% +$50.7K ﹤0.01% 2606
2022
Q2 		$2.79M Buy
170,012
+8,428
+5% +$167K ﹤0.01% 2642
2022
Q1 		$3.3M Buy
161,584
+5,167
+3% +$92.2K ﹤0.01% 2669
2021
Q4 		$2.69M Buy
156,417
+2,186
+1% +$35.4K ﹤0.01% 2770
2021
Q3 		$2.4M Buy
154,231
+6,291
+4% +$99.1K ﹤0.01% 2804
2021
Q2 		$2.23M Buy
147,940
+5,110
+4% +$77.4K ﹤0.01% 2841
2021
Q1 		$2.05M Buy
142,830
+14,359
+11% +$211K ﹤0.01% 2847
2020
Q4 		$1.78M Buy
128,471
+2,801
+2% +$35.7K ﹤0.01% 2836
2020
Q3 		$1.31M Buy
125,670
+1,148
+0.9% +$13.5K ﹤0.01% 2860
2020
Q2 		$1.58M Buy
124,522
+4,912
+4% +$52.1K ﹤0.01% 2829
2020
Q1 		$1.13M Buy
119,610
+1,686
+1% +$19.4K ﹤0.01% 2863
2019
Q4 		$1.48M Buy
117,924
+8,193
+7% +$103K ﹤0.01% 2931
2019
Q3 		$1.35M Hold
109,731
– – ﹤0.01% 2949
2019
Q2 		$1.54M Buy
109,731
+2,536
+2% +$35.4K ﹤0.01% 2964
2019
Q1 		$1.53M Buy
107,195
+9,695
+10% +$138K ﹤0.01% 2944
2018
Q4 		$1.29M Buy
97,500
+15,883
+19% +$221K ﹤0.01% 2962
2018
Q3 		$1.13M Buy
81,617
+13,326
+20% +$215K ﹤0.01% 3042
2018
Q2 		$1.11M Hold
68,291
– – ﹤0.01% 3007
2018
Q1 		$1.04M Hold
68,291
– – ﹤0.01% 2992
2017
Q4 		$1.1M Buy
68,291
+1,603
+2% +$24.5K ﹤0.01% 2976
2017
Q3 		$970K Buy
66,688
+8,316
+14% +$107K ﹤0.01% 3002
2017
Q2 		$785K Sell
58,372
-1,642
-3% -$21.4K ﹤0.01% 3027
2017
Q1 		$798K Sell
60,014
-26,282
-30% -$359K ﹤0.01% 3018
2016
Q4 		$1.14M Sell
86,296
-3,234
-4% -$40.3K ﹤0.01% 2939
2016
Q3 		$1.06M Sell
89,530
-4,023
-4% -$48.7K ﹤0.01% 2923
2016
Q2 		$1.15M Buy
93,553
+8,488
+10% +$106K ﹤0.01% 2892
2016
Q1 		$1.08M Sell
85,065
-1,305
-2% -$14.6K ﹤0.01% 2906
2015
Q4 		$1.03M Sell
86,370
-2,482
-3% -$29K ﹤0.01% 2949
2015
Q3 		$960K Sell
88,852
-7,520
-8% -$91.7K ﹤0.01% 2999
2015
Q2 		$1.35M Buy
96,372
+6,733
+8% +$95.8K ﹤0.01% 2948
2015
Q1 		$1.28M Sell
89,639
-11,701
-12% -$166K ﹤0.01% 2930
2014
Q4 		$1.59M Sell
101,340
-10,419
-9% -$151K ﹤0.01% 2899
2014
Q3 		$1.52M Hold
111,759
– – ﹤0.01% 2915
2014
Q2 		$1.92M Sell
111,759
-20,141
-15% -$351K ﹤0.01% 2863
2014
Q1 		$2.41M Buy
+131,900
New +$2.21M ﹤0.01% 2793

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors's SAMG Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Silvercrest Asset Management (SAMG) stake by 1.1% in Q1 2026, selling an estimated $35K and leaving 203,727 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Dimensional Fund Advisors first reported a position in SAMG in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.84M in Q4 2024. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Dimensional Fund Advisors held 203,727 shares of Silvercrest Asset Management worth $2.74M as of Q1 2026.
  • Dimensional Fund Advisors sold 2,357 Silvercrest Asset Management shares in Q1 2026, an estimated $35K.
  • Silvercrest Asset Management made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2640 holding.
  • Dimensional Fund Advisors first reported a position in Silvercrest Asset Management in Q1 2014 and has held it in 49 quarters since.
  • Dimensional Fund Advisors's Silvercrest Asset Management position peaked at $3.84M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.