Dimensional Fund Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $18.9M | Buy |
|
|||||
|
2023
Q4 | $20.4M | Buy |
|
|||||
|
2023
Q3 | $8.45M | Buy |
|
|||||
|
2023
Q2 | $7.08M | Sell |
|
|||||
|
2023
Q1 | $7.14M | Buy |
|
|||||
|
2022
Q4 | $8.15K | Buy |
|
|||||
|
2022
Q3 | $8.39M | Buy |
|
|||||
|
2022
Q2 | $8M | Buy |
|
|||||
|
2022
Q1 | $7.05M | Buy |
|
|||||
|
2021
Q4 | $7.28M | Buy |
|
|||||
|
2021
Q3 | $6.43M | Buy |
|
|||||
|
2021
Q2 | $5.69M | Buy |
|
|||||
|
2021
Q1 | $6.59M | Sell |
|
|||||
|
2020
Q4 | $5.48M | Buy |
|
|||||
|
2020
Q3 | $3.65M | Buy |
|
|||||
|
2020
Q2 | $4.06M | Buy |
|
|||||
|
2020
Q1 | $4.9M | Buy |
|
|||||
|
2019
Q4 | $5.95M | Buy |
|
|||||
|
2019
Q3 | $5.42M | Buy |
|
|||||
|
2019
Q2 | $5.48M | Buy |
|
|||||
|
2019
Q1 | $4.58M | Buy |
|
|||||
|
2018
Q4 | $2.65M | Buy |
|
|||||
|
2018
Q3 | $2.65M | Buy |
|
|||||
|
2018
Q2 | $2.63M | Buy |
|
|||||
|
2018
Q1 | $2.02M | Buy |
|
|||||
|
2017
Q4 | $1.49M | Buy |
|
|||||
|
2017
Q3 | $913K | Buy |
|
|||||
|
2017
Q2 | $591K | Buy |
|
|||||
|
2017
Q1 | $396K | Hold |
|
|||||
|
2016
Q4 | $507K | Buy |
|
|||||
|
2016
Q3 | $341K | Hold |
|
|||||
|
2016
Q2 | $311K | Buy |
|