Dimensional Fund Advisors’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193M	Buy	2,616,616 +27,907	+1%	+$2.22M	0.04%	602
2025 Q4	$216M	Buy	2,588,709 +149,227	+6%	+$11.9M	0.05%	515
2025 Q3	$185M	Sell	2,439,482 -97,926	-4%	-$7.33M	0.04%	594
2025 Q2	$176M	Buy	2,537,408 +263,286	+12%	+$16.2M	0.04%	590
2025 Q1	$143M	Sell	2,274,122 -195,528	-8%	-$13.8M	0.04%	680
2024 Q4	$175M	Sell	2,469,650 -486,270	-16%	-$34.7M	0.04%	571
2024 Q3	$185M	Sell	2,955,920 -55,687	-2%	-$3.18M	0.04%	545
2024 Q2	$169M	Buy	3,011,607 +10,669	+0.4%	+$565K	0.04%	543
2024 Q1	$156M	Sell	3,000,938 -118,140	-4%	-$5.82M	0.04%	596
2023 Q4	$144M	Sell	3,119,078 -53,088	-2%	-$2.18M	0.04%	606
2023 Q3	$130M	Buy	3,172,166 +214,998	+7%	+$9.06M	0.04%	598
2023 Q2	$118M	Sell	2,957,168 -76,071	-3%	-$2.97M	0.04%	696
2023 Q1	$119M	Sell	3,033,239 -303,763	-9%	-$12.8M	0.04%	656
2022 Q4	$130K	Sell	3,337,002 -2,028	-0.1%	-$80.2K	0.04%	582
2022 Q3	$116M	Buy	3,339,030 +52,048	+2%	+$2.05M	0.04%	589
2022 Q2	$123M	Sell	3,286,982 -58,644	-2%	-$2.44M	0.04%	571
2022 Q1	$151M	Sell	3,345,626 -146,623	-4%	-$7.04M	0.05%	533
2021 Q4	$164M	Sell	3,492,249 -395,865	-10%	-$19.2M	0.05%	495
2021 Q3	$176M	Sell	3,888,114 -670,782	-15%	-$29.9M	0.06%	416
2021 Q2	$197M	Sell	4,558,896 -779,580	-15%	-$35M	0.06%	360
2021 Q1	$228M	Sell	5,338,476 -842,630	-14%	-$32.8M	0.08%	277
2020 Q4	$208M	Sell	6,181,106 -396,323	-6%	-$11.8M	0.08%	270
2020 Q3	$148M	Sell	6,577,429 -10,677	-0.2%	-$238K	0.06%	321
2020 Q2	$139M	Buy	6,588,106 +128,228	+2%	+$2.58M	0.06%	334
2020 Q1	$119M	Sell	6,459,878 -168,586	-3%	-$4.22M	0.06%	310
2019 Q4	$179M	Sell	6,628,464 -272,734	-4%	-$7.13M	0.07%	323
2019 Q3	$176M	Sell	6,901,198 -91,093	-1%	-$2.29M	0.07%	292
2019 Q2	$184M	Sell	6,992,291 -125,609	-2%	-$3.2M	0.07%	264
2019 Q1	$167M	Buy	7,117,900 +587,151	+9%	+$13.3M	0.07%	288
2018 Q4	$120M	Buy	6,530,749 +421,171	+7%	+$8.73M	0.05%	402
2018 Q3	$139M	Buy	6,109,578 +299,788	+5%	+$7.22M	0.05%	449
2018 Q2	$135M	Sell	5,809,790 -602,584	-9%	-$15.7M	0.05%	455
2018 Q1	$169M	Sell	6,412,374 -413,703	-6%	-$11.7M	0.07%	288
2017 Q4	$181M	Sell	6,826,077 -62,991	-0.9%	-$1.54M	0.07%	263
2017 Q3	$164M	Buy	6,889,068 +579,800	+9%	+$12.6M	0.07%	289
2017 Q2	$129M	Buy	6,309,268 +1,168,306	+23%	+$24M	0.06%	380
2017 Q1	$115M	Buy	5,140,962 +295,740	+6%	+$6.81M	0.05%	450
2016 Q4	$108M	Buy	4,845,222 +729,270	+18%	+$14.6M	0.05%	455
2016 Q3	$70.3M	Buy	4,115,952 +669,523	+19%	+$10.8M	0.04%	696
2016 Q2	$48.2M	Buy	3,446,429 +236,838	+7%	+$3.52M	0.03%	1017
2016 Q1	$42.2M	Buy	3,209,591 +237,501	+8%	+$3.37M	0.03%	1120
2015 Q4	$56M	Buy	2,972,090 +691,238	+30%	+$13.4M	0.03%	746
2015 Q3	$42.7M	Buy	2,280,852 +199,084	+10%	+$4.51M	0.03%	949
2015 Q2	$53.4M	Sell	2,081,768 -205,139	-9%	-$5.06M	0.03%	794
2015 Q1	$56.7M	Buy	2,286,907 +5,072	+0.2%	+$117K	0.04%	716
2014 Q4	$51.7M	Buy	2,281,835 +55,082	+2%	+$1.17M	0.03%	730
2014 Q3	$46.4M	Sell	2,226,753 -31,095	-1%	-$648K	0.03%	747
2014 Q2	$47.5M	Sell	2,257,848 -31,385	-1%	-$647K	0.03%	755
2014 Q1	$50.6M	Sell	2,289,233 -48,749	-2%	-$1.04M	0.04%	634
2013 Q4	$49.8M	Buy	2,337,982 +156,227	+7%	+$3M	0.04%	617
2013 Q3	$40M	Buy	2,181,755 +28,640	+1%	+$500K	0.03%	697
2013 Q2	$34.1M	Buy	+2,153,115	New	+$32.6M	0.03%	746