Dimensional Fund Advisors
SMAR

Dimensional Fund Advisors’s Smartsheet Inc. SMAR Stock Holding History

Dimensional Fund Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$9M 0.01% 1438
2024
Q2 		$36.7M Buy
831,709
+430,481
+107% +$17.2M 0.01% 1657
2024
Q1 		$15.4M Buy
401,228
+303,595
+311% +$13.2M ﹤0.01% 2116
2023
Q4 		$4.67M Sell
97,633
-6,435
-6% -$274K ﹤0.01% 2578
2023
Q3 		$4.21M Sell
104,068
-8,322
-7% -$342K ﹤0.01% 2584
2023
Q2 		$4.3M Buy
112,390
+5,631
+5% +$244K ﹤0.01% 2585
2023
Q1 		$5.1M Buy
106,759
+99,630
+1,398% +$4.33M ﹤0.01% 2481
2022
Q4 		$281 Sell
7,129
-1,755
-20% -$59.8K ﹤0.01% 3153
2022
Q3 		$305K Sell
8,884
-57,746
-87% -$1.96M ﹤0.01% 3160
2022
Q2 		$2.09M Sell
66,630
-131,767
-66% -$5.46M ﹤0.01% 2727
2022
Q1 		$10.9M Buy
198,397
+12,771
+7% +$729K ﹤0.01% 2256
2021
Q4 		$14.4M Buy
185,626
+12,128
+7% +$847K ﹤0.01% 2164
2021
Q3 		$11.9M Buy
173,498
+13,794
+9% +$1.01M ﹤0.01% 2251
2021
Q2 		$11.6M Buy
159,704
+56,054
+54% +$3.5M ﹤0.01% 2293
2021
Q1 		$6.62M Buy
103,650
+27,495
+36% +$1.92M ﹤0.01% 2474
2020
Q4 		$5.28M Buy
76,155
+46,287
+155% +$2.71M ﹤0.01% 2507
2020
Q3 		$1.48M Buy
29,868
+10,234
+52% +$494K ﹤0.01% 2832
2020
Q2 		$1M Sell
19,634
-661
-3% -$33.6K ﹤0.01% 2943
2020
Q1 		$842K Buy
20,295
+10,835
+115% +$492K ﹤0.01% 2951
2019
Q4 		$425K Buy
9,460
+194
+2% +$8.02K ﹤0.01% 3156
2019
Q3 		$334K Buy
9,266
+480
+5% +$22.9K ﹤0.01% 3207
2019
Q2 		$425K Sell
8,786
-73
-0.8% -$3.1K ﹤0.01% 3216
2019
Q1 		$361K Buy
+8,859
New +$306K ﹤0.01% 3217

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dimensional Fund Advisors's SMAR Position: Q1 2025 in Review

Dimensional Fund Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 165,331 shares — an estimated $9.26M sold.

Dimensional Fund Advisors first reported a position in SMAR in Q1 2019 and held it in 24 quarters. The position peaked at $56.3M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Dimensional Fund Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 165,331 Smartsheet Inc. shares in Q1 2025, an estimated $9.26M.
  • Dimensional Fund Advisors first reported a position in Smartsheet Inc. in Q1 2019 and held it in 24 quarters.
  • Dimensional Fund Advisors's Smartsheet Inc. position peaked at $56.3M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Dimensional Fund Advisors's 13F filing for Q1 2025, filed 13 May 2025.