Dimensional Fund Advisors
SFE

Dimensional Fund Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Dimensional Fund Advisors’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-86,731
Closed -$86.7K – 3472
2023
Q3 		$86.7K Sell
86,731
-223,472
-72% -$290K ﹤0.01% 3332
2023
Q2 		$512K Sell
310,203
-31,202
-9% -$54.5K ﹤0.01% 3060
2023
Q1 		$587K Sell
341,405
-7,546
-2% -$20.8K ﹤0.01% 3004
2022
Q4 		$1.08K Buy
348,951
+4
+0% +$13 ﹤0.01% 2882
2022
Q3 		$1.3M Sell
348,947
-11,852
-3% -$47.6K ﹤0.01% 2823
2022
Q2 		$1.35M Sell
360,799
-29,719
-8% -$124K ﹤0.01% 2855
2022
Q1 		$2.04M Sell
390,518
-31,005
-7% -$188K ﹤0.01% 2826
2021
Q4 		$3.1M Sell
421,523
-53,293
-11% -$416K ﹤0.01% 2722
2021
Q3 		$4.22M Sell
474,816
-105,560
-18% -$845K ﹤0.01% 2634
2021
Q2 		$4.5M Sell
580,376
-50,159
-8% -$342K ﹤0.01% 2644
2021
Q1 		$4.3M Sell
630,535
-80,326
-11% -$583K ﹤0.01% 2631
2020
Q4 		$4.54M Sell
710,861
-77,903
-10% -$486K ﹤0.01% 2557
2020
Q3 		$4.32M Sell
788,764
-71,724
-8% -$428K ﹤0.01% 2492
2020
Q2 		$6.02M Sell
860,488
-101,196
-11% -$640K ﹤0.01% 2413
2020
Q1 		$5.34M Sell
961,684
-26,573
-3% -$237K ﹤0.01% 2378
2019
Q4 		$10.9M Sell
988,257
-14,053
-1% -$161K ﹤0.01% 2321
2019
Q3 		$11.4M Sell
1,002,310
-2,009
-0.2% -$23.9K ﹤0.01% 2297
2019
Q2 		$12.1M Sell
1,004,319
-22,643
-2% -$265K ﹤0.01% 2318
2019
Q1 		$11.1M Sell
1,026,962
-10,968
-1% -$111K ﹤0.01% 2361
2018
Q4 		$8.95M Sell
1,037,930
-35,015
-3% -$305K ﹤0.01% 2388
2018
Q3 		$10M Sell
1,072,945
-37,306
-3% -$405K ﹤0.01% 2439
2018
Q2 		$14.2M Sell
1,110,251
-7,098
-0.6% -$91.6K 0.01% 2271
2018
Q1 		$13.7M Buy
1,117,349
+3,550
+0.3% +$43.2K 0.01% 2241
2017
Q4 		$12.5M Sell
1,113,799
-17,934
-2% -$230K 0.01% 2291
2017
Q3 		$15.1M Sell
1,131,733
-15,275
-1% -$188K 0.01% 2186
2017
Q2 		$13.6M Buy
1,147,008
+71,379
+7% +$841K 0.01% 2216
2017
Q1 		$13.7M Sell
1,075,629
-23,165
-2% -$292K 0.01% 2181
2016
Q4 		$14.8M Buy
1,098,794
+2,009
+0.2% +$24.8K 0.01% 2130
2016
Q3 		$14.2M Buy
1,096,785
+523
+0% +$6.93K 0.01% 2100
2016
Q2 		$13.7M Sell
1,096,262
-34,972
-3% -$469K 0.01% 2083
2016
Q1 		$15M Sell
1,131,234
-19,889
-2% -$250K 0.01% 2006
2015
Q4 		$16.7M Sell
1,151,123
-1,033
-0.1% -$16.7K 0.01% 1923
2015
Q3 		$17.9M Sell
1,152,156
-17,631
-2% -$316K 0.01% 1859
2015
Q2 		$22.8M Sell
1,169,787
-13,866
-1% -$254K 0.01% 1719
2015
Q1 		$21.4M Buy
1,183,653
+5,996
+0.5% +$111K 0.01% 1727
2014
Q4 		$23.3M Sell
1,177,657
-30,851
-3% -$594K 0.02% 1593
2014
Q3 		$22.2M Buy
1,208,508
+1,541
+0.1% +$30.4K 0.02% 1520
2014
Q2 		$25.1M Buy
1,206,967
+43,049
+4% +$866K 0.02% 1408
2014
Q1 		$25.8M Sell
1,163,918
-4,573
-0.4% -$90.9K 0.02% 1301
2013
Q4 		$23.5M Buy
1,168,491
+7,651
+0.7% +$135K 0.02% 1357
2013
Q3 		$18.2M Buy
1,160,840
+1,898
+0.2% +$29.2K 0.02% 1523
2013
Q2 		$18.6M Buy
+1,158,942
New +$18.4M 0.02% 1363

Other funds holding SFE

CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors's SFE Position: Q4 2023 in Review

Dimensional Fund Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2023, closing a stake of 86,731 shares — an estimated $86.7K sold.

Dimensional Fund Advisors first reported a position in SFE in Q2 2013 and held it in 42 quarters. The position peaked at $25.8M in Q1 2014. 39 funds tracked by Wall St. Rank hold SFE as of Q4 2023.

  • Dimensional Fund Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q4 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 86,731 Safeguard Scientifics, Inc. shares in Q4 2023, an estimated $86.7K.
  • Dimensional Fund Advisors first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 42 quarters.
  • Dimensional Fund Advisors's Safeguard Scientifics, Inc. position peaked at $25.8M in Q1 2014.
  • 39 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2023.

Based on Dimensional Fund Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.