Dimensional Fund Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
820,799
+34,294
| +4% | +$1.16M | 0.01% | 1822 |
|
|
2025
Q1 | $24.4M | Buy |
786,505
+28,436
| +4% | +$884K | 0.01% | 1848 |
|
|
2024
Q4 | $23.5M | Buy |
758,069
+32,418
| +4% | +$1M | 0.01% | 1927 |
|
|
2024
Q3 | $21.1M | Buy |
725,651
+25,857
| +4% | +$753K | 0.01% | 1976 |
|
|
2024
Q2 | $16.6M | Buy |
699,794
+35,054
| +5% | +$830K | ﹤0.01% | 2054 |
|
|
2024
Q1 | $14M | Buy |
664,740
+40,074
| +6% | +$844K | ﹤0.01% | 2168 |
|
|
2023
Q4 | $15.3M | Buy |
624,666
+27,714
| +5% | +$679K | ﹤0.01% | 2116 |
|
|
2023
Q3 | $12.8M | Buy |
596,952
+34,185
| +6% | +$731K | ﹤0.01% | 2127 |
|
|
2023
Q2 | $12.1M | Buy |
562,767
+26,014
| +5% | +$560K | ﹤0.01% | 2169 |
|
|
2023
Q1 | $12.4M | Buy |
536,753
+19,451
| +4% | +$450K | ﹤0.01% | 2132 |
|
|
2022
Q4 | $14.2K | Buy |
517,302
+26,889
| +5% | +$739 | ﹤0.01% | 2031 |
|
|
2022
Q3 | $12.1M | Buy |
490,413
+18,676
| +4% | +$462K | ﹤0.01% | 2084 |
|
|
2022
Q2 | $11.4M | Buy |
471,737
+28,623
| +6% | +$691K | ﹤0.01% | 2142 |
|
|
2022
Q1 | $11.3M | Buy |
443,114
+16,096
| +4% | +$412K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $11.7M | Buy |
427,018
+9,549
| +2% | +$261K | ﹤0.01% | 2244 |
|
|
2021
Q3 | $10.8M | Buy |
417,469
+10,406
| +3% | +$269K | ﹤0.01% | 2300 |
|
|
2021
Q2 | $9.77M | Buy |
407,063
+17,871
| +5% | +$429K | ﹤0.01% | 2367 |
|
|
2021
Q1 | $8.43M | Buy |
389,192
+4,340
| +1% | +$94K | ﹤0.01% | 2394 |
|
|
2020
Q4 | $6.98M | Buy |
384,852
+4,968
| +1% | +$90.1K | ﹤0.01% | 2408 |
|
|
2020
Q3 | $5.16M | Sell |
379,884
-539
| -0.1% | -$7.33K | ﹤0.01% | 2439 |
|
|
2020
Q2 | $6.16M | Buy |
380,423
+28,991
| +8% | +$469K | ﹤0.01% | 2400 |
|
|
2020
Q1 | $5.34M | Buy |
351,432
+30,559
| +10% | +$465K | ﹤0.01% | 2377 |
|
|
2019
Q4 | $7.59M | Buy |
320,873
+36,830
| +13% | +$871K | ﹤0.01% | 2462 |
|
|
2019
Q3 | $5.92M | Buy |
284,043
+23,475
| +9% | +$489K | ﹤0.01% | 2545 |
|
|
2019
Q2 | $5.65M | Buy |
260,568
+32,774
| +14% | +$711K | ﹤0.01% | 2601 |
|
|
2019
Q1 | $4.31M | Buy |
227,794
+57,858
| +34% | +$1.09M | ﹤0.01% | 2693 |
|
|
2018
Q4 | $3.1M | Buy |
169,936
+34,372
| +25% | +$628K | ﹤0.01% | 2732 |
|
|
2018
Q3 | $3.19M | Buy |
135,564
+39,253
| +41% | +$925K | ﹤0.01% | 2804 |
|
|
2018
Q2 | $2.48M | Buy |
96,311
+50,330
| +109% | +$1.3M | ﹤0.01% | 2838 |
|
|
2018
Q1 | $1.08M | Buy |
+45,981
| New | +$1.08M | ﹤0.01% | 2985 |
|