Dimensional Fund Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.52M | Buy |
833,231
+26,888
| +3% | +$230K | ﹤0.01% | 2366 |
|
|
2025
Q4 | $6.92M | Buy |
806,343
+2,223
| +0.3% | +$17.9K | ﹤0.01% | 2418 |
|
|
2025
Q3 | $6.64M | Sell |
804,120
-2,721
| -0.3% | -$22.9K | ﹤0.01% | 2452 |
|
|
2025
Q2 | $7.21M | Buy |
806,841
+44,557
| +6% | +$399K | ﹤0.01% | 2411 |
|
|
2025
Q1 | $8.37M | Buy |
762,284
+19,884
| +3% | +$226K | ﹤0.01% | 2321 |
|
|
2024
Q4 | $8.1M | Buy |
742,400
+42,470
| +6% | +$428K | ﹤0.01% | 2383 |
|
|
2024
Q3 | $5.84M | Buy |
699,930
+62,300
| +10% | +$466K | ﹤0.01% | 2484 |
|
|
2024
Q2 | $4.4M | Buy |
637,630
+59,663
| +10% | +$380K | ﹤0.01% | 2533 |
|
|
2024
Q1 | $3.95M | Buy |
577,967
+21,276
| +4% | +$150K | ﹤0.01% | 2605 |
|
|
2023
Q4 | $4.33M | Buy |
556,691
+35,120
| +7% | +$241K | ﹤0.01% | 2598 |
|
|
2023
Q3 | $3.53M | Buy |
521,571
+50,186
| +11% | +$357K | ﹤0.01% | 2635 |
|
|
2023
Q2 | $3.44M | Buy |
471,385
+29,798
| +7% | +$190K | ﹤0.01% | 2637 |
|
|
2023
Q1 | $2.26M | Buy |
441,587
+24,691
| +6% | +$140K | ﹤0.01% | 2719 |
|
|
2022
Q4 | $2.5K | Sell |
416,896
-655
| -0.2% | -$3.5K | ﹤0.01% | 2665 |
|
|
2022
Q3 | $2.18M | Buy |
417,551
+4,171
| +1% | +$25.8K | ﹤0.01% | 2690 |
|
|
2022
Q2 | $2.88M | Buy |
413,380
+5,704
| +1% | +$41.5K | ﹤0.01% | 2632 |
|
|
2022
Q1 | $3.19M | Buy |
407,676
+4,596
| +1% | +$34.7K | ﹤0.01% | 2681 |
|
|
2021
Q4 | $2.91M | Buy |
403,080
+7,951
| +2% | +$54.6K | ﹤0.01% | 2745 |
|
|
2021
Q3 | $2.55M | Buy |
395,129
+4,259
| +1% | +$28.9K | ﹤0.01% | 2778 |
|
|
2021
Q2 | $2.55M | Buy |
390,870
+29,356
| +8% | +$187K | ﹤0.01% | 2812 |
|
|
2021
Q1 | $2.52M | Buy |
361,514
+38,542
| +12% | +$269K | ﹤0.01% | 2790 |
|
|
2020
Q4 | $2.01M | Buy |
322,972
+6,565
| +2% | +$37K | ﹤0.01% | 2807 |
|
|
2020
Q3 | $1.51M | Buy |
316,407
+573
| +0.2% | +$2.68K | ﹤0.01% | 2824 |
|
|
2020
Q2 | $1.55M | Hold |
315,834
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q1 | $982K | Buy |
315,834
+7,730
| +3% | +$29.8K | ﹤0.01% | 2899 |
|
|
2019
Q4 | $1.25M | Buy |
308,104
+144
| +0% | +$525 | ﹤0.01% | 2962 |
|
|
2019
Q3 | $1.07M | Hold |
307,960
| – | – | ﹤0.01% | 2999 |
|
|
2019
Q2 | $1.07M | Hold |
307,960
| – | – | ﹤0.01% | 3032 |
|
|
2019
Q1 | $1.01M | Sell |
307,960
-11
| -0% | -$39 | ﹤0.01% | 3034 |
|
|
2018
Q4 | $1.05M | Buy |
307,971
+25,481
| +9% | +$94.4K | ﹤0.01% | 3001 |
|
|
2018
Q3 | $970K | Buy |
282,490
+9,816
| +4% | +$34K | ﹤0.01% | 3072 |
|
|
2018
Q2 | $936K | Buy |
272,674
+19,913
| +8% | +$70.2K | ﹤0.01% | 3036 |
|
|
2018
Q1 | $860K | Buy |
252,761
+16,571
| +7% | +$52.9K | ﹤0.01% | 3023 |
|
|
2017
Q4 | $787K | Buy |
236,190
+20,566
| +10% | +$68.2K | ﹤0.01% | 3031 |
|
|
2017
Q3 | $692K | Sell |
215,624
-1,846
| -0.8% | -$6.98K | ﹤0.01% | 3060 |
|
|
2017
Q2 | $875K | Buy |
217,470
+5,055
| +2% | +$20.8K | ﹤0.01% | 3003 |
|
|
2017
Q1 | $908K | Buy |
212,415
+1,262
| +0.6% | +$5.5K | ﹤0.01% | 2995 |
|
|
2016
Q4 | $822K | Buy |
211,153
+2,810
| +1% | +$11K | ﹤0.01% | 3003 |
|
|
2016
Q3 | $729K | Hold |
208,343
| – | – | ﹤0.01% | 2995 |
|
|
2016
Q2 | $610K | Hold |
208,343
| – | – | ﹤0.01% | 3015 |
|
|
2016
Q1 | $635K | Sell |
208,343
-13
| -0% | -$44 | ﹤0.01% | 3009 |
|
|
2015
Q4 | $778K | Buy |
208,356
+5,800
| +3% | +$21.1K | ﹤0.01% | 3015 |
|
|
2015
Q3 | $782K | Buy |
202,556
+21,605
| +12% | +$88.9K | ﹤0.01% | 3040 |
|
|
2015
Q2 | $695K | Buy |
180,951
+19,024
| +12% | +$66.6K | ﹤0.01% | 3082 |
|
|
2015
Q1 | $492K | Buy |
161,927
+2,827
| +2% | +$9.42K | ﹤0.01% | 3110 |
|
|
2014
Q4 | $498K | Buy |
159,100
+35,552
| +29% | +$97.5K | ﹤0.01% | 3135 |
|
|
2014
Q3 | $334K | Buy |
123,548
+11,279
| +10% | +$27.6K | ﹤0.01% | 3210 |
|
|
2014
Q2 | $260K | Hold |
112,269
| – | – | ﹤0.01% | 3274 |
|
|
2014
Q1 | $248K | Sell |
112,269
-9
| -0% | -$21 | ﹤0.01% | 3287 |
|
|
2013
Q4 | $280K | Hold |
112,278
| – | – | ﹤0.01% | 3249 |
|
|
2013
Q3 | $352K | Hold |
112,278
| – | – | ﹤0.01% | 3237 |
|
|
2013
Q2 | $344K | Buy |
+112,278
| New | +$432K | ﹤0.01% | 3243 |
|
Other funds holding SNFCA
MI
VCM
LI
VCM
RC
BCM
Dimensional Fund Advisors's SNFCA Position: Q1 2026 in Review
Dimensional Fund Advisors increased its Security National Financial (SNFCA) stake by 3.3% in Q1 2026, buying an estimated $230K and bringing the position to 833,231 shares worth $7.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.
Dimensional Fund Advisors first reported a position in SNFCA in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.37M in Q1 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.
- Dimensional Fund Advisors held 833,231 shares of Security National Financial worth $7.52M as of Q1 2026.
- Dimensional Fund Advisors bought 26,888 Security National Financial shares in Q1 2026, an estimated $230K.
- Security National Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2366 holding.
- Dimensional Fund Advisors first reported a position in Security National Financial in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's Security National Financial position peaked at $8.37M in Q1 2025.
- 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.