Dimensional Fund Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176M | Buy |
1,691,605
+175,524
| +12% | +$18.2M | 0.04% | 590 |
|
|
2025
Q1 | $143M | Sell |
1,516,081
-130,352
| -8% | -$12.3M | 0.04% | 680 |
|
|
2024
Q4 | $175M | Sell |
1,646,433
-324,180
| -16% | -$34.4M | 0.04% | 571 |
|
|
2024
Q3 | $185M | Sell |
1,970,613
-37,125
| -2% | -$3.49M | 0.04% | 545 |
|
|
2024
Q2 | $169M | Buy |
2,007,738
+7,113
| +0.4% | +$598K | 0.04% | 543 |
|
|
2024
Q1 | $156M | Sell |
2,000,625
-78,760
| -4% | -$6.16M | 0.04% | 596 |
|
|
2023
Q4 | $144M | Sell |
2,079,385
-35,392
| -2% | -$2.45M | 0.04% | 606 |
|
|
2023
Q3 | $130M | Buy |
2,114,777
+143,332
| +7% | +$8.81M | 0.04% | 598 |
|
|
2023
Q2 | $118M | Sell |
1,971,445
-50,714
| -3% | -$3.03M | 0.04% | 696 |
|
|
2023
Q1 | $119M | Sell |
2,022,159
-202,509
| -9% | -$12M | 0.04% | 656 |
|
|
2022
Q4 | $130K | Sell |
2,224,668
-1,352
| -0.1% | -$79 | 0.04% | 582 |
|
|
2022
Q3 | $116M | Buy |
2,226,020
+34,699
| +2% | +$1.8M | 0.04% | 589 |
|
|
2022
Q2 | $123M | Sell |
2,191,321
-39,096
| -2% | -$2.19M | 0.04% | 571 |
|
|
2022
Q1 | $151M | Sell |
2,230,417
-97,749
| -4% | -$6.64M | 0.05% | 533 |
|
|
2021
Q4 | $164M | Sell |
2,328,166
-263,910
| -10% | -$18.6M | 0.05% | 495 |
|
|
2021
Q3 | $176M | Sell |
2,592,076
-447,188
| -15% | -$30.4M | 0.06% | 416 |
|
|
2021
Q2 | $197M | Sell |
3,039,264
-519,720
| -15% | -$33.7M | 0.06% | 360 |
|
|
2021
Q1 | $228M | Sell |
3,558,984
-561,753
| -14% | -$36M | 0.08% | 277 |
|
|
2020
Q4 | $208M | Sell |
4,120,737
-264,216
| -6% | -$13.3M | 0.08% | 270 |
|
|
2020
Q3 | $148M | Sell |
4,384,953
-7,118
| -0.2% | -$240K | 0.06% | 321 |
|
|
2020
Q2 | $139M | Buy |
4,392,071
+85,485
| +2% | +$2.7M | 0.06% | 334 |
|
|
2020
Q1 | $119M | Sell |
4,306,586
-112,390
| -3% | -$3.09M | 0.06% | 310 |
|
|
2019
Q4 | $179M | Sell |
4,418,976
-181,823
| -4% | -$7.35M | 0.07% | 323 |
|
|
2019
Q3 | $176M | Sell |
4,600,799
-60,729
| -1% | -$2.32M | 0.07% | 292 |
|
|
2019
Q2 | $184M | Sell |
4,661,528
-83,739
| -2% | -$3.3M | 0.07% | 264 |
|
|
2019
Q1 | $167M | Buy |
4,745,267
+391,434
| +9% | +$13.8M | 0.07% | 288 |
|
|
2018
Q4 | $120M | Buy |
4,353,833
+280,781
| +7% | +$7.75M | 0.05% | 402 |
|
|
2018
Q3 | $139M | Buy |
4,073,052
+199,858
| +5% | +$6.83M | 0.05% | 449 |
|
|
2018
Q2 | $135M | Sell |
3,873,194
-401,722
| -9% | -$14M | 0.05% | 455 |
|
|
2018
Q1 | $169M | Sell |
4,274,916
-275,802
| -6% | -$10.9M | 0.07% | 288 |
|
|
2017
Q4 | $181M | Sell |
4,550,718
-41,994
| -0.9% | -$1.67M | 0.07% | 263 |
|
|
2017
Q3 | $164M | Buy |
4,592,712
+386,533
| +9% | +$13.8M | 0.07% | 289 |
|
|
2017
Q2 | $129M | Buy |
4,206,179
+778,871
| +23% | +$23.9M | 0.06% | 380 |
|
|
2017
Q1 | $115M | Buy |
3,427,308
+197,160
| +6% | +$6.6M | 0.05% | 450 |
|
|
2016
Q4 | $108M | Buy |
3,230,148
+486,180
| +18% | +$16.2M | 0.05% | 455 |
|
|
2016
Q3 | $70.3M | Buy |
2,743,968
+446,349
| +19% | +$11.4M | 0.04% | 696 |
|
|
2016
Q2 | $48.2M | Buy |
2,297,619
+157,891
| +7% | +$3.31M | 0.03% | 1017 |
|
|
2016
Q1 | $42.2M | Buy |
2,139,728
+158,334
| +8% | +$3.12M | 0.03% | 1120 |
|
|
2015
Q4 | $56M | Buy |
1,981,394
+460,826
| +30% | +$13M | 0.03% | 746 |
|
|
2015
Q3 | $42.7M | Buy |
1,520,568
+132,723
| +10% | +$3.73M | 0.03% | 949 |
|
|
2015
Q2 | $53.4M | Sell |
1,387,845
-136,760
| -9% | -$5.26M | 0.03% | 794 |
|
|
2015
Q1 | $56.7M | Buy |
1,524,605
+3,381
| +0.2% | +$126K | 0.04% | 716 |
|
|
2014
Q4 | $51.7M | Buy |
1,521,224
+36,722
| +2% | +$1.25M | 0.03% | 730 |
|
|
2014
Q3 | $46.4M | Sell |
1,484,502
-20,730
| -1% | -$648K | 0.03% | 747 |
|
|
2014
Q2 | $47.5M | Sell |
1,505,232
-20,924
| -1% | -$660K | 0.03% | 755 |
|
|
2014
Q1 | $50.6M | Sell |
1,526,156
-32,499
| -2% | -$1.08M | 0.04% | 634 |
|
|
2013
Q4 | $49.8M | Buy |
1,558,655
+104,151
| +7% | +$3.33M | 0.04% | 617 |
|
|
2013
Q3 | $40M | Buy |
1,454,504
+19,094
| +1% | +$525K | 0.03% | 697 |
|
|
2013
Q2 | $34.1M | Buy |
+1,435,410
| New | +$34.1M | 0.03% | 746 |
|