Dimensional Fund Advisors
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Dimensional Fund Advisors’s Smith-Midland SMID Stock Holding History

Dimensional Fund Advisors’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
44,729
+4,384
+11% +$151K ﹤0.01% 2767
2025
Q4 		$1.47M Buy
40,345
+3,244
+9% +$116K ﹤0.01% 2795
2025
Q3 		$1.37M Buy
37,101
+267
+0.7% +$10.3K ﹤0.01% 2845
2025
Q2 		$1.24M Hold
36,834
– – ﹤0.01% 2853
2025
Q1 		$1.14M Buy
36,834
+4,970
+16% +$183K ﹤0.01% 2853
2024
Q4 		$1.42M Buy
31,864
+2,252
+8% +$89.5K ﹤0.01% 2861
2024
Q3 		$989K Sell
29,612
-340
-1% -$10.9K ﹤0.01% 2908
2024
Q2 		$829K Buy
29,952
+3,580
+14% +$131K ﹤0.01% 2935
2024
Q1 		$1.24M Buy
26,372
+6,670
+34% +$272K ﹤0.01% 2887
2023
Q4 		$778K Buy
19,702
+3,416
+21% +$91.7K ﹤0.01% 2976
2023
Q3 		$309K Buy
16,286
+233
+1% +$4.99K ﹤0.01% 3133
2023
Q2 		$381K Hold
16,053
– – ﹤0.01% 3121
2023
Q1 		$301K Sell
16,053
-1,532
-9% -$30.5K ﹤0.01% 3121
2022
Q4 		$360 Buy
17,585
+1,066
+6% +$23.3K ﹤0.01% 3101
2022
Q3 		$442K Buy
16,519
+1,075
+7% +$20.7K ﹤0.01% 3070
2022
Q2 		$216K Buy
15,444
+1,204
+8% +$19.3K ﹤0.01% 3238
2022
Q1 		$253K Buy
14,240
+6,171
+76% +$156K ﹤0.01% 3276
2021
Q4 		$379K Buy
+8,069
New +$226K ﹤0.01% 3224

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Smith-Midland (SMID) stake by 11% in Q1 2026, buying an estimated $151K and bringing the position to 44,729 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Dimensional Fund Advisors first reported a position in SMID in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Dimensional Fund Advisors held 44,729 shares of Smith-Midland worth $1.46M as of Q1 2026.
  • Dimensional Fund Advisors bought 4,384 Smith-Midland shares in Q1 2026, an estimated $151K.
  • Smith-Midland made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2767 holding.
  • Dimensional Fund Advisors first reported a position in Smith-Midland in Q4 2021 and has held it in 18 quarters since.
  • Dimensional Fund Advisors's Smith-Midland position peaked at $1.47M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

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