Dimensional Fund Advisors
SM icon

Dimensional Fund Advisors’s SM Energy SM Stock Holding History

Dimensional Fund Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312M Buy
9,995,353
+4,426,751
+79% +$101M 0.06% 340
2025
Q4 		$104M Sell
5,568,602
-353,167
-6% -$7.15M 0.02% 1041
2025
Q3 		$148M Buy
5,921,769
+30,951
+0.5% +$835K 0.03% 767
2025
Q2 		$146M Sell
5,890,818
-416,498
-7% -$10.1M 0.03% 729
2025
Q1 		$189M Sell
6,307,316
-245,240
-4% -$8.8M 0.05% 509
2024
Q4 		$254M Buy
6,552,556
+15,828
+0.2% +$668K 0.06% 357
2024
Q3 		$261M Buy
6,536,728
+194,853
+3% +$8.45M 0.06% 351
2024
Q2 		$274M Buy
6,341,875
+384,675
+6% +$18.9M 0.07% 279
2024
Q1 		$297M Buy
5,957,200
+447,821
+8% +$18.3M 0.08% 241
2023
Q4 		$213M Buy
5,509,379
+493,427
+10% +$19M 0.06% 362
2023
Q3 		$199M Buy
5,015,952
+736,573
+17% +$27.9M 0.07% 330
2023
Q2 		$135M Buy
4,279,379
+75,408
+2% +$2.13M 0.04% 585
2023
Q1 		$118M Buy
4,203,971
+283,649
+7% +$8.65M 0.04% 666
2022
Q4 		$137K Sell
3,920,322
-124,436
-3% -$5.17M 0.04% 549
2022
Q3 		$152M Sell
4,044,758
-48,468
-1% -$1.91M 0.06% 408
2022
Q2 		$140M Buy
4,093,226
+195,238
+5% +$7.93M 0.05% 477
2022
Q1 		$152M Buy
3,897,988
+293,299
+8% +$10.6M 0.05% 530
2021
Q4 		$106M Sell
3,604,689
-37,616
-1% -$1.17M 0.03% 835
2021
Q3 		$96.1M Sell
3,642,305
-19,794
-0.5% -$400K 0.03% 866
2021
Q2 		$90.2M Buy
3,662,099
+698,537
+24% +$13.5M 0.03% 939
2021
Q1 		$48.5M Buy
2,963,562
+1,327,822
+81% +$17M 0.02% 1467
2020
Q4 		$10M Sell
1,635,740
-1,584,808
-49% -$5.34M ﹤0.01% 2290
2020
Q3 		$5.12M Sell
3,220,548
-1,233,066
-28% -$3.44M ﹤0.01% 2441
2020
Q2 		$16.7M Sell
4,453,614
-4,302,638
-49% -$14.1M 0.01% 1958
2020
Q1 		$10.7M Sell
8,756,252
-695,174
-7% -$4.92M 0.01% 2088
2019
Q4 		$106M Buy
9,451,426
+42,605
+0.5% +$384K 0.04% 673
2019
Q3 		$91.2M Sell
9,408,821
-33,780
-0.4% -$344K 0.04% 752
2019
Q2 		$118M Sell
9,442,601
-10,769
-0.1% -$156K 0.05% 544
2019
Q1 		$165M Buy
9,453,370
+736,470
+8% +$13.1M 0.07% 293
2018
Q4 		$135M Buy
8,716,900
+631,315
+8% +$14.6M 0.06% 331
2018
Q3 		$255M Buy
8,085,585
+562,244
+7% +$16.1M 0.1% 149
2018
Q2 		$193M Buy
7,523,341
+447,610
+6% +$10.5M 0.08% 223
2018
Q1 		$128M Buy
7,075,731
+509,983
+8% +$11M 0.05% 450
2017
Q4 		$145M Buy
6,565,748
+1,818,404
+38% +$36.7M 0.06% 382
2017
Q3 		$84.2M Buy
4,747,344
+536,076
+13% +$8.38M 0.04% 719
2017
Q2 		$69.6M Buy
4,211,268
+1,688,246
+67% +$33.5M 0.03% 846
2017
Q1 		$60.6M Buy
2,523,022
+375,453
+17% +$10.4M 0.03% 951
2016
Q4 		$74.1M Buy
2,147,569
+91,109
+4% +$3.29M 0.04% 705
2016
Q3 		$79.3M Buy
2,056,460
+583,429
+40% +$18.7M 0.04% 598
2016
Q2 		$39.8M Sell
1,473,031
-231,742
-14% -$6.5M 0.02% 1219
2016
Q1 		$31.9M Sell
1,704,773
-55,000
-3% -$759K 0.02% 1395
2015
Q4 		$34.6M Sell
1,759,773
-44,879
-2% -$1.37M 0.02% 1250
2015
Q3 		$57.8M Buy
1,804,652
+504,436
+39% +$18.3M 0.04% 670
2015
Q2 		$60M Buy
1,300,216
+533,568
+70% +$28.2M 0.04% 691
2015
Q1 		$39.6M Sell
766,648
-190
-0% -$8.25K 0.03% 1076
2014
Q4 		$29.6M Buy
766,838
+82,548
+12% +$4.14M 0.02% 1325
2014
Q3 		$53.4M Buy
684,290
+188,264
+38% +$15.4M 0.04% 627
2014
Q2 		$41.7M Buy
496,026
+24,061
+5% +$1.84M 0.03% 871
2014
Q1 		$33.6M Buy
471,965
+158,252
+50% +$12.4M 0.03% 993
2013
Q4 		$26.1M Sell
313,713
-1,782
-0.6% -$152K 0.02% 1238
2013
Q3 		$24.4M Sell
315,495
-279
-0.1% -$19.3K 0.02% 1186
2013
Q2 		$18.9M Buy
+315,774
New +$19.3M 0.02% 1345

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Dimensional Fund Advisors increased its SM Energy (SM) stake by 79% in Q1 2026, buying an estimated $101M and bringing the position to 9,995,353 shares worth $312M. The position accounts for 0.06% of the portfolio, ranked #340.

Dimensional Fund Advisors first reported a position in SM in Q2 2013 and has held it in 52 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Dimensional Fund Advisors held 9,995,353 shares of SM Energy worth $312M as of Q1 2026.
  • Dimensional Fund Advisors bought 4,426,751 SM Energy shares in Q1 2026, an estimated $101M.
  • SM Energy made up 0.06% of Dimensional Fund Advisors's portfolio in Q1 2026, its #340 holding.
  • Dimensional Fund Advisors first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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