Dimensional Fund Advisors’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $171K | Buy |
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|
2025
Q2 | $136K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $467K | Sell |
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|
2020
Q1 | $667K | Hold |
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|
2019
Q4 | $799K | Hold |
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|
2019
Q3 | $850K | Sell |
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|
2019
Q2 | $860K | Sell |
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|
2019
Q1 | $1.13M | Hold |
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|
2018
Q4 | $1.38M | Hold |
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|
2018
Q3 | $1.4M | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.91M | Sell |
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|
2017
Q3 | $551K | Hold |
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|
2017
Q2 | $565K | Sell |
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|
2017
Q1 | $518K | Hold |
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|
2016
Q4 | $427K | Hold |
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|
2016
Q3 | $198K | Sell |
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|
2016
Q2 | $184K | Hold |
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|
2016
Q1 | $201K | Hold |
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|
2015
Q4 | $201K | Hold |
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|
2015
Q3 | $247K | Sell |
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|
2015
Q2 | $283K | Sell |
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|
2015
Q1 | $291K | Hold |
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|
2014
Q4 | $351K | Sell |
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|
2014
Q3 | $362K | Hold |
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|
2014
Q2 | $456K | Hold |
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|
2014
Q1 | $520K | Sell |
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|
2013
Q4 | $276K | Sell |
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|
2013
Q3 | $291K | Hold |
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|
2013
Q2 | $267K | Buy |
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