Dimensional Fund Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-165,331
| Closed | -$9.26M | – | 3388 |
|
|
2024
Q4 | $9.26M | Sell |
165,331
-851,945
| -84% | -$47.7M | ﹤0.01% | 2344 |
|
|
2024
Q3 | $56.3M | Buy |
1,017,276
+185,567
| +22% | +$10.3M | 0.01% | 1438 |
|
|
2024
Q2 | $36.7M | Buy |
831,709
+430,481
| +107% | +$19M | 0.01% | 1657 |
|
|
2024
Q1 | $15.4M | Buy |
401,228
+303,595
| +311% | +$11.7M | ﹤0.01% | 2116 |
|
|
2023
Q4 | $4.67M | Sell |
97,633
-6,435
| -6% | -$308K | ﹤0.01% | 2578 |
|
|
2023
Q3 | $4.21M | Sell |
104,068
-8,322
| -7% | -$337K | ﹤0.01% | 2584 |
|
|
2023
Q2 | $4.3M | Buy |
112,390
+5,631
| +5% | +$215K | ﹤0.01% | 2585 |
|
|
2023
Q1 | $5.1M | Buy |
106,759
+99,630
| +1,398% | +$4.76M | ﹤0.01% | 2481 |
|
|
2022
Q4 | $281 | Sell |
7,129
-1,755
| -20% | -$69 | ﹤0.01% | 3153 |
|
|
2022
Q3 | $305K | Sell |
8,884
-57,746
| -87% | -$1.98M | ﹤0.01% | 3160 |
|
|
2022
Q2 | $2.09M | Sell |
66,630
-131,767
| -66% | -$4.14M | ﹤0.01% | 2727 |
|
|
2022
Q1 | $10.9M | Buy |
198,397
+12,771
| +7% | +$700K | ﹤0.01% | 2256 |
|
|
2021
Q4 | $14.4M | Buy |
185,626
+12,128
| +7% | +$939K | ﹤0.01% | 2164 |
|
|
2021
Q3 | $11.9M | Buy |
173,498
+13,794
| +9% | +$949K | ﹤0.01% | 2251 |
|
|
2021
Q2 | $11.6M | Buy |
159,704
+56,054
| +54% | +$4.05M | ﹤0.01% | 2293 |
|
|
2021
Q1 | $6.62M | Buy |
103,650
+27,495
| +36% | +$1.76M | ﹤0.01% | 2474 |
|
|
2020
Q4 | $5.28M | Buy |
76,155
+46,287
| +155% | +$3.21M | ﹤0.01% | 2507 |
|
|
2020
Q3 | $1.48M | Buy |
29,868
+10,234
| +52% | +$506K | ﹤0.01% | 2832 |
|
|
2020
Q2 | $1M | Sell |
19,634
-661
| -3% | -$33.7K | ﹤0.01% | 2943 |
|
|
2020
Q1 | $842K | Buy |
20,295
+10,835
| +115% | +$450K | ﹤0.01% | 2951 |
|
|
2019
Q4 | $425K | Buy |
9,460
+194
| +2% | +$8.72K | ﹤0.01% | 3156 |
|
|
2019
Q3 | $334K | Buy |
9,266
+480
| +5% | +$17.3K | ﹤0.01% | 3207 |
|
|
2019
Q2 | $425K | Sell |
8,786
-73
| -0.8% | -$3.53K | ﹤0.01% | 3216 |
|
|
2019
Q1 | $361K | Buy |
+8,859
| New | +$361K | ﹤0.01% | 3217 |
|