Dimensional Fund Advisors
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Dimensional Fund Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Dimensional Fund Advisors’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2M Buy
440,839
+11,946
+3% +$747K 0.01% 1799
2025
Q4 		$25.4M Sell
428,893
-3,570
-0.8% -$198K 0.01% 1863
2025
Q3 		$22.7M Buy
432,463
+4,037
+0.9% +$225K ﹤0.01% 1921
2025
Q2 		$23.5M Buy
428,426
+13,695
+3% +$715K 0.01% 1897
2025
Q1 		$21.6M Buy
414,731
+16,966
+4% +$958K 0.01% 1913
2024
Q4 		$22.8M Buy
397,765
+18,623
+5% +$1.14M 0.01% 1941
2024
Q3 		$21.4M Buy
379,142
+24,824
+7% +$1.3M 0.01% 1970
2024
Q2 		$15.9M Buy
354,318
+16,085
+5% +$669K ﹤0.01% 2071
2024
Q1 		$14.8M Buy
338,233
+19,449
+6% +$876K ﹤0.01% 2146
2023
Q4 		$17M Buy
318,784
+13,014
+4% +$579K 0.01% 2067
2023
Q3 		$11.8M Buy
305,770
+12,527
+4% +$536K ﹤0.01% 2165
2023
Q2 		$11.3M Buy
293,243
+809
+0.3% +$29.8K ﹤0.01% 2203
2023
Q1 		$10.9M Buy
292,434
+15,632
+6% +$703K ﹤0.01% 2195
2022
Q4 		$12.7K Buy
276,802
+5,419
+2% +$273K ﹤0.01% 2089
2022
Q3 		$13.8M Buy
271,383
+12,552
+5% +$641K 0.01% 2019
2022
Q2 		$11.7M Buy
258,831
+17,111
+7% +$775K ﹤0.01% 2133
2022
Q1 		$12.1M Buy
241,720
+7,189
+3% +$382K ﹤0.01% 2208
2021
Q4 		$12.2M Buy
234,531
+1,217
+0.5% +$63.4K ﹤0.01% 2225
2021
Q3 		$10.5M Buy
233,314
+3,452
+2% +$154K ﹤0.01% 2313
2021
Q2 		$10.3M Sell
229,862
-1,388
-0.6% -$59.9K ﹤0.01% 2345
2021
Q1 		$9.15M Sell
231,250
-1,973
-0.8% -$70.6K ﹤0.01% 2361
2020
Q4 		$7.1M Buy
233,223
+2,689
+1% +$74.7K ﹤0.01% 2396
2020
Q3 		$5.44M Buy
230,534
+1,946
+0.9% +$44.5K ﹤0.01% 2427
2020
Q2 		$5.55M Buy
228,588
+14,640
+7% +$339K ﹤0.01% 2448
2020
Q1 		$5.19M Buy
213,948
+11,026
+5% +$373K ﹤0.01% 2391
2019
Q4 		$7.78M Buy
202,922
+1,482
+0.7% +$54.8K ﹤0.01% 2448
2019
Q3 		$7.34M Buy
201,440
+8,256
+4% +$280K ﹤0.01% 2468
2019
Q2 		$6.73M Buy
193,184
+15,272
+9% +$501K ﹤0.01% 2556
2019
Q1 		$5.48M Buy
177,912
+22,347
+14% +$769K ﹤0.01% 2619
2018
Q4 		$5.27M Buy
155,565
+12,751
+9% +$443K ﹤0.01% 2593
2018
Q3 		$5.32M Buy
142,814
+15,577
+12% +$614K ﹤0.01% 2663
2018
Q2 		$4.96M Buy
127,237
+11,497
+10% +$419K ﹤0.01% 2663
2018
Q1 		$4.24M Buy
115,740
+6,697
+6% +$247K ﹤0.01% 2684
2017
Q4 		$4.1M Buy
109,043
+12,781
+13% +$487K ﹤0.01% 2687
2017
Q3 		$3.51M Buy
96,262
+15,755
+20% +$511K ﹤0.01% 2700
2017
Q2 		$2.6M Buy
80,507
+12,997
+19% +$429K ﹤0.01% 2791
2017
Q1 		$2.4M Buy
67,510
+10,338
+18% +$356K ﹤0.01% 2803
2016
Q4 		$2.02M Buy
57,172
+4,748
+9% +$135K ﹤0.01% 2819
2016
Q3 		$1.3M Buy
52,424
+2,527
+5% +$62.3K ﹤0.01% 2877
2016
Q2 		$1.17M Buy
49,897
+3,259
+7% +$78.6K ﹤0.01% 2884
2016
Q1 		$1.12M Buy
46,638
+4,088
+10% +$96.2K ﹤0.01% 2897
2015
Q4 		$1.02M Hold
42,550
– – ﹤0.01% 2951
2015
Q3 		$888K Hold
42,550
– – ﹤0.01% 3013
2015
Q2 		$802K Buy
42,550
+1,268
+3% +$24.1K ﹤0.01% 3063
2015
Q1 		$779K Sell
41,282
-394
-0.9% -$7.42K ﹤0.01% 3041
2014
Q4 		$791K Buy
41,676
+1,496
+4% +$27.8K ﹤0.01% 3057
2014
Q3 		$721K Buy
40,180
+1,188
+3% +$21K ﹤0.01% 3076
2014
Q2 		$704K Buy
38,992
+2,142
+6% +$37.8K ﹤0.01% 3118
2014
Q1 		$637K Hold
36,850
– – ﹤0.01% 3139
2013
Q4 		$613K Buy
36,850
+1,012
+3% +$15.7K ﹤0.01% 3141
2013
Q3 		$482K Buy
35,838
+746
+2% +$10.1K ﹤0.01% 3195
2013
Q2 		$450K Buy
+35,092
New +$446K ﹤0.01% 3203

Other funds holding SMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Southern Missouri Bancorp (SMBC) stake by 2.8% in Q1 2026, buying an estimated $747K and bringing the position to 440,839 shares worth $28.2M. The position accounts for 0.01% of the portfolio, ranked #1799.

Dimensional Fund Advisors first reported a position in SMBC in Q2 2013 and has held it in 52 quarters since. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Dimensional Fund Advisors held 440,839 shares of Southern Missouri Bancorp worth $28.2M as of Q1 2026.
  • Dimensional Fund Advisors bought 11,946 Southern Missouri Bancorp shares in Q1 2026, an estimated $747K.
  • Southern Missouri Bancorp made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1799 holding.
  • Dimensional Fund Advisors first reported a position in Southern Missouri Bancorp in Q2 2013 and has held it in 52 quarters since.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

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