Dimensional Fund Advisors’s Grupo SIMEC SIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$436K	Buy	14,169 +58	+0.4%	+$1.77K	﹤0.01%	2961
2025 Q4	$419K	Hold	14,111	–	–	﹤0.01%	2996
2025 Q3	$395K	Hold	14,111	–	–	﹤0.01%	3028
2025 Q2	$381K	Buy	14,111 +53	+0.4%	+$1.42K	﹤0.01%	3037
2025 Q1	$368K	Hold	14,058	–	–	﹤0.01%	3040
2024 Q4	$382K	Sell	14,058 -158	-1%	-$4.27K	﹤0.01%	3076
2024 Q3	$393K	Buy	14,216 +158	+1%	+$4.5K	﹤0.01%	3073
2024 Q2	$427K	Hold	14,058	–	–	﹤0.01%	3046
2024 Q1	$453K	Hold	14,058	–	–	﹤0.01%	3060
2023 Q4	$438K	Hold	14,058	–	–	﹤0.01%	3056
2023 Q3	$453K	Hold	14,058	–	–	﹤0.01%	3063
2023 Q2	$492K	Hold	14,058	–	–	﹤0.01%	3066
2023 Q1	$489K	Hold	14,058	–	–	﹤0.01%	3035
2022 Q4	$476	Hold	14,058	–	–	﹤0.01%	3042
2022 Q3	$414K	Hold	14,058	–	–	﹤0.01%	3085
2022 Q2	$426K	Hold	14,058	–	–	﹤0.01%	3098
2022 Q1	$412K	Hold	14,058	–	–	﹤0.01%	3190
2021 Q4	$380K	Hold	14,058	–	–	﹤0.01%	3222
2021 Q3	$338K	Sell	14,058 -100	-0.7%	-$2.41K	﹤0.01%	3253
2021 Q2	$408K	Sell	14,158 -2,300	-14%	-$45.7K	﹤0.01%	3202
2021 Q1	$193K	Sell	16,458 -101	-0.6%	-$1.29K	﹤0.01%	3294
2020 Q4	$212K	Sell	16,559 -750	-4%	-$6.77K	﹤0.01%	3212
2020 Q3	$122K	Hold	17,309	–	–	﹤0.01%	3251
2020 Q2	$106K	Hold	17,309	–	–	﹤0.01%	3273
2020 Q1	$123K	Hold	17,309	–	–	﹤0.01%	3256
2019 Q4	$176K	Sell	17,309 -5,325	-24%	-$50.4K	﹤0.01%	3275
2019 Q3	$211K	Hold	22,634	–	–	﹤0.01%	3274
2019 Q2	$184K	Sell	22,634 -200	-0.9%	-$1.73K	﹤0.01%	3331
2019 Q1	$196K	Hold	22,834	–	–	﹤0.01%	3315
2018 Q4	$219K	Hold	22,834	–	–	﹤0.01%	3275
2018 Q3	$206K	Hold	22,834	–	–	﹤0.01%	3305
2018 Q2	$217K	Hold	22,834	–	–	﹤0.01%	3241
2018 Q1	$208K	Hold	22,834	–	–	﹤0.01%	3224
2017 Q4	$213K	Hold	22,834	–	–	﹤0.01%	3217
2017 Q3	$235K	Hold	22,834	–	–	﹤0.01%	3203
2017 Q2	$235K	Sell	22,834 -1,333	-6%	-$14.6K	﹤0.01%	3184
2017 Q1	$309K	Sell	24,167 -4,280	-15%	-$58.3K	﹤0.01%	3156
2016 Q4	$405K	Sell	28,447 -900	-3%	-$10.4K	﹤0.01%	3122
2016 Q3	$272K	Hold	29,347	–	–	﹤0.01%	3149
2016 Q2	$215K	Hold	29,347	–	–	﹤0.01%	3166
2016 Q1	$239K	Sell	29,347 -1,429	-5%	-$9.75K	﹤0.01%	3158
2015 Q4	$200K	Sell	30,776 -2,902	-9%	-$21.4K	﹤0.01%	3217
2015 Q3	$249K	Hold	33,678	–	–	﹤0.01%	3217
2015 Q2	$295K	Buy	33,678 +1,000	+3%	+$8.74K	﹤0.01%	3209
2015 Q1	$266K	Sell	32,678 -5,927	-15%	-$50.3K	﹤0.01%	3190
2014 Q4	$383K	Sell	38,605 -10,182	-21%	-$116K	﹤0.01%	3177
2014 Q3	$650K	Sell	48,787 -12,038	-20%	-$169K	﹤0.01%	3102
2014 Q2	$849K	Sell	60,825 -5,214	-8%	-$65.6K	﹤0.01%	3072
2014 Q1	$756K	Hold	66,039	–	–	﹤0.01%	3101
2013 Q4	$810K	Sell	66,039 -8,200	-11%	-$94.4K	﹤0.01%	3069
2013 Q3	$886K	Hold	74,239	–	–	﹤0.01%	3064
2013 Q2	$1M	Buy	+74,239	New	+$1.01M	﹤0.01%	3020

Other funds holding SIM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Grupo SIMEC (SIM) stake by 0.41% in Q1 2026, buying an estimated $1.77K and bringing the position to 14,169 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Dimensional Fund Advisors first reported a position in SIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1M in Q2 2013. 12 funds tracked by Wall St. Rank hold SIM as of Q1 2026.

Dimensional Fund Advisors held 14,169 shares of Grupo SIMEC worth $436K as of Q1 2026.
Dimensional Fund Advisors bought 58 Grupo SIMEC shares in Q1 2026, an estimated $1.77K.
Grupo SIMEC made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2961 holding.
Dimensional Fund Advisors first reported a position in Grupo SIMEC in Q2 2013 and has held it in 52 quarters since.
Dimensional Fund Advisors's Grupo SIMEC position peaked at $1M in Q2 2013.
12 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2026.

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