Dimensional Fund Advisors’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
36,834
| – | – | ﹤0.01% | 2853 |
|
|
2025
Q1 | $1.14M | Buy |
36,834
+4,970
| +16% | +$154K | ﹤0.01% | 2853 |
|
|
2024
Q4 | $1.42M | Buy |
31,864
+2,252
| +8% | +$100K | ﹤0.01% | 2861 |
|
|
2024
Q3 | $989K | Sell |
29,612
-340
| -1% | -$11.4K | ﹤0.01% | 2908 |
|
|
2024
Q2 | $829K | Buy |
29,952
+3,580
| +14% | +$99.1K | ﹤0.01% | 2935 |
|
|
2024
Q1 | $1.24M | Buy |
26,372
+6,670
| +34% | +$313K | ﹤0.01% | 2887 |
|
|
2023
Q4 | $778K | Buy |
19,702
+3,416
| +21% | +$135K | ﹤0.01% | 2976 |
|
|
2023
Q3 | $309K | Buy |
16,286
+233
| +1% | +$4.42K | ﹤0.01% | 3133 |
|
|
2023
Q2 | $381K | Hold |
16,053
| – | – | ﹤0.01% | 3121 |
|
|
2023
Q1 | $301K | Sell |
16,053
-1,532
| -9% | -$28.7K | ﹤0.01% | 3121 |
|
|
2022
Q4 | $360 | Buy |
17,585
+1,066
| +6% | +$22 | ﹤0.01% | 3101 |
|
|
2022
Q3 | $442K | Buy |
16,519
+1,075
| +7% | +$28.8K | ﹤0.01% | 3070 |
|
|
2022
Q2 | $216K | Buy |
15,444
+1,204
| +8% | +$16.8K | ﹤0.01% | 3238 |
|
|
2022
Q1 | $253K | Buy |
14,240
+6,171
| +76% | +$110K | ﹤0.01% | 3276 |
|
|
2021
Q4 | $379K | Buy |
+8,069
| New | +$379K | ﹤0.01% | 3224 |
|