Dimensional Fund Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Sell |
|
|||||
|
2025
Q1 | $189M | Sell |
|
|||||
|
2024
Q4 | $254M | Buy |
|
|||||
|
2024
Q3 | $261M | Buy |
|
|||||
|
2024
Q2 | $274M | Buy |
|
|||||
|
2024
Q1 | $297M | Buy |
|
|||||
|
2023
Q4 | $213M | Buy |
|
|||||
|
2023
Q3 | $199M | Buy |
|
|||||
|
2023
Q2 | $135M | Buy |
|
|||||
|
2023
Q1 | $118M | Buy |
|
|||||
|
2022
Q4 | $137K | Sell |
|
|||||
|
2022
Q3 | $152M | Sell |
|
|||||
|
2022
Q2 | $140M | Buy |
|
|||||
|
2022
Q1 | $152M | Buy |
|
|||||
|
2021
Q4 | $106M | Sell |
|
|||||
|
2021
Q3 | $96.1M | Sell |
|
|||||
|
2021
Q2 | $90.2M | Buy |
|
|||||
|
2021
Q1 | $48.5M | Buy |
|
|||||
|
2020
Q4 | $10M | Sell |
|
|||||
|
2020
Q3 | $5.12M | Sell |
|
|||||
|
2020
Q2 | $16.7M | Sell |
|
|||||
|
2020
Q1 | $10.7M | Sell |
|
|||||
|
2019
Q4 | $106M | Buy |
|
|||||
|
2019
Q3 | $91.2M | Sell |
|
|||||
|
2019
Q2 | $118M | Sell |
|
|||||
|
2019
Q1 | $165M | Buy |
|
|||||
|
2018
Q4 | $135M | Buy |
|
|||||
|
2018
Q3 | $255M | Buy |
|
|||||
|
2018
Q2 | $193M | Buy |
|
|||||
|
2018
Q1 | $128M | Buy |
|
|||||
|
2017
Q4 | $145M | Buy |
|
|||||
|
2017
Q3 | $84.2M | Buy |
|
|||||
|
2017
Q2 | $69.6M | Buy |
|
|||||
|
2017
Q1 | $60.6M | Buy |
|
|||||
|
2016
Q4 | $74.1M | Buy |
|
|||||
|
2016
Q3 | $79.3M | Buy |
|
|||||
|
2016
Q2 | $39.8M | Sell |
|
|||||
|
2016
Q1 | $31.9M | Sell |
|
|||||
|
2015
Q4 | $34.6M | Sell |
|
|||||
|
2015
Q3 | $57.8M | Buy |
|
|||||
|
2015
Q2 | $60M | Buy |
|
|||||
|
2015
Q1 | $39.6M | Sell |
|
|||||
|
2014
Q4 | $29.6M | Buy |
|
|||||
|
2014
Q3 | $53.4M | Buy |
|
|||||
|
2014
Q2 | $41.7M | Buy |
|
|||||
|
2014
Q1 | $33.6M | Buy |
|
|||||
|
2013
Q4 | $26.1M | Sell |
|
|||||
|
2013
Q3 | $24.4M | Sell |
|
|||||
|
2013
Q2 | $18.9M | Buy |
|