Dimensional Fund Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61M | Buy |
3,090,741
+217,929
| +8% | +$4.58M | 0.01% | 1393 |
|
|
2025
Q4 | $55.5M | Sell |
2,872,812
-13,221
| -0.5% | -$229K | 0.01% | 1446 |
|
|
2025
Q3 | $48.3M | Buy |
2,886,033
+9,022
| +0.3% | +$145K | 0.01% | 1538 |
|
|
2025
Q2 | $43.5M | Sell |
2,877,011
-8,900
| -0.3% | -$128K | 0.01% | 1582 |
|
|
2025
Q1 | $44.6M | Sell |
2,885,911
-13,663
| -0.5% | -$208K | 0.01% | 1533 |
|
|
2024
Q4 | $42M | Buy |
2,899,574
+33,783
| +1% | +$464K | 0.01% | 1610 |
|
|
2024
Q3 | $36.2M | Sell |
2,865,791
-65,614
| -2% | -$867K | 0.01% | 1693 |
|
|
2024
Q2 | $39.3M | Sell |
2,931,405
-20,338
| -0.7% | -$246K | 0.01% | 1609 |
|
|
2024
Q1 | $34.7M | Buy |
2,951,743
+152,159
| +5% | +$1.63M | 0.01% | 1694 |
|
|
2023
Q4 | $27.1M | Buy |
2,799,584
+445,413
| +19% | +$4.32M | 0.01% | 1829 |
|
|
2023
Q3 | $23.2M | Buy |
2,354,171
+54,066
| +2% | +$500K | 0.01% | 1839 |
|
|
2023
Q2 | $19.8M | Sell |
2,300,105
-4,973
| -0.2% | -$41.1K | 0.01% | 1934 |
|
|
2023
Q1 | $18.4M | Buy |
2,305,078
+6,242
| +0.3% | +$52.8K | 0.01% | 1945 |
|
|
2022
Q4 | $18.4K | Buy |
2,298,836
+609,915
| +36% | +$3.88M | 0.01% | 1915 |
|
|
2022
Q3 | $9.29M | Buy |
1,688,921
+266,701
| +19% | +$1.61M | ﹤0.01% | 2181 |
|
|
2022
Q2 | $8.39M | Buy |
1,422,220
+368,873
| +35% | +$2.23M | ﹤0.01% | 2266 |
|
|
2022
Q1 | $6.6M | Buy |
1,053,347
+420,927
| +67% | +$3M | ﹤0.01% | 2456 |
|
|
2021
Q4 | $4.29M | Buy |
632,420
+195,931
| +45% | +$1.33M | ﹤0.01% | 2616 |
|
|
2021
Q3 | $3.06M | Buy |
436,489
+9,000
| +2% | +$62.6K | ﹤0.01% | 2726 |
|
|
2021
Q2 | $2.94M | Sell |
427,489
-2,169
| -0.5% | -$15.6K | ﹤0.01% | 2766 |
|
|
2021
Q1 | $3.12M | Hold |
429,658
| – | – | ﹤0.01% | 2729 |
|
|
2020
Q4 | $2.65M | Buy |
429,658
+34,606
| +9% | +$203K | ﹤0.01% | 2729 |
|
|
2020
Q3 | $2.21M | Buy |
395,052
+3,036
| +0.8% | +$17.4K | ﹤0.01% | 2715 |
|
|
2020
Q2 | $2.2M | Buy |
392,016
+56,979
| +17% | +$308K | ﹤0.01% | 2735 |
|
|
2020
Q1 | $1.6M | Buy |
335,037
+177,439
| +113% | +$1.14M | ﹤0.01% | 2780 |
|
|
2019
Q4 | $1.17M | Sell |
157,598
-1,500
| -0.9% | -$10.8K | ﹤0.01% | 2979 |
|
|
2019
Q3 | $1.09M | Sell |
159,098
-10,458
| -6% | -$71.4K | ﹤0.01% | 2995 |
|
|
2019
Q2 | $1.2M | Buy |
169,556
+8,116
| +5% | +$57.5K | ﹤0.01% | 3019 |
|
|
2019
Q1 | $1.14M | Buy |
161,440
+2,900
| +2% | +$20.7K | ﹤0.01% | 3006 |
|
|
2018
Q4 | $1.03M | Sell |
158,540
-5,850
| -4% | -$43.7K | ﹤0.01% | 3004 |
|
|
2018
Q3 | $1.32M | Buy |
164,390
+23,900
| +17% | +$189K | ﹤0.01% | 3011 |
|
|
2018
Q2 | $1.09M | Hold |
140,490
| – | – | ﹤0.01% | 3012 |
|
|
2018
Q1 | $1.19M | Sell |
140,490
-3,800
| -3% | -$34K | ﹤0.01% | 2969 |
|
|
2017
Q4 | $1.25M | Buy |
144,290
+11,000
| +8% | +$89.1K | ﹤0.01% | 2942 |
|
|
2017
Q3 | $1.03M | Sell |
133,290
-275
| -0.2% | -$2.1K | ﹤0.01% | 2993 |
|
|
2017
Q2 | $1.05M | Hold |
133,565
| – | – | ﹤0.01% | 2970 |
|
|
2017
Q1 | $968K | Buy |
133,565
+14,850
| +13% | +$115K | ﹤0.01% | 2983 |
|
|
2016
Q4 | $907K | Sell |
118,715
-37,500
| -24% | -$272K | ﹤0.01% | 2988 |
|
|
2016
Q3 | $1.05M | Sell |
156,215
-5,100
| -3% | -$33.1K | ﹤0.01% | 2926 |
|
|
2016
Q2 | $923K | Buy |
161,315
+3,000
| +2% | +$18.3K | ﹤0.01% | 2946 |
|
|
2016
Q1 | $951K | Sell |
158,315
-800
| -0.5% | -$4.99K | ﹤0.01% | 2932 |
|
|
2015
Q4 | $1.21M | Buy |
159,115
+17,000
| +12% | +$134K | ﹤0.01% | 2921 |
|
|
2015
Q3 | $1.08M | Buy |
142,115
+7,500
| +6% | +$63K | ﹤0.01% | 2980 |
|
|
2015
Q2 | $1.2M | Buy |
134,615
+2,500
| +2% | +$21.7K | ﹤0.01% | 2981 |
|
|
2015
Q1 | $1.02M | Hold |
132,115
| – | – | ﹤0.01% | 2983 |
|
|
2014
Q4 | $962K | Buy |
132,115
+500
| +0.4% | +$3.79K | ﹤0.01% | 3010 |
|
|
2014
Q3 | $1.08M | Hold |
131,615
| – | – | ﹤0.01% | 2992 |
|
|
2014
Q2 | $1.11M | Sell |
131,615
-3,000
| -2% | -$24.7K | ﹤0.01% | 3014 |
|
|
2014
Q1 | $1.16M | Buy |
134,615
+3,900
| +3% | +$36.5K | ﹤0.01% | 3009 |
|
|
2013
Q4 | $1.37M | Buy |
130,715
+5,500
| +4% | +$54.7K | ﹤0.01% | 2955 |
|
|
2013
Q3 | $1.22M | Buy |
125,215
+1,000
| +0.8% | +$9.49K | ﹤0.01% | 2996 |
|
|
2013
Q2 | $1.15M | Buy |
+124,215
| New | +$1.11M | ﹤0.01% | 2986 |
|
Other funds holding SMFG
CCMG
