Dimensional Fund Advisors’s Security National Financial SNFCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Buy |
731,829
+40,415
| +6% | +$398K | ﹤0.01% | 2411 |
|
|
2025
Q1 | $8.37M | Buy |
691,414
+18,035
| +3% | +$218K | ﹤0.01% | 2321 |
|
|
2024
Q4 | $8.1M | Buy |
673,379
+38,522
| +6% | +$463K | ﹤0.01% | 2383 |
|
|
2024
Q3 | $5.84M | Buy |
634,857
+84,048
| +15% | +$773K | ﹤0.01% | 2484 |
|
|
2024
Q2 | $4.4M | Buy |
550,809
+51,539
| +10% | +$412K | ﹤0.01% | 2533 |
|
|
2024
Q1 | $3.95M | Buy |
499,270
+18,379
| +4% | +$145K | ﹤0.01% | 2605 |
|
|
2023
Q4 | $4.33M | Buy |
480,891
+30,338
| +7% | +$273K | ﹤0.01% | 2598 |
|
|
2023
Q3 | $3.53M | Buy |
450,553
+62,743
| +16% | +$492K | ﹤0.01% | 2635 |
|
|
2023
Q2 | $3.44M | Buy |
387,810
+24,515
| +7% | +$217K | ﹤0.01% | 2637 |
|
|
2023
Q1 | $2.26M | Buy |
363,295
+20,314
| +6% | +$126K | ﹤0.01% | 2719 |
|
|
2022
Q4 | $2.5K | Sell |
342,981
-539
| -0.2% | -$4 | ﹤0.01% | 2665 |
|
|
2022
Q3 | $2.18M | Buy |
343,520
+3,431
| +1% | +$21.8K | ﹤0.01% | 2690 |
|
|
2022
Q2 | $2.88M | Buy |
340,089
+20,664
| +6% | +$175K | ﹤0.01% | 2632 |
|
|
2022
Q1 | $3.2M | Buy |
319,425
+3,601
| +1% | +$36K | ﹤0.01% | 2681 |
|
|
2021
Q4 | $2.91M | Buy |
315,824
+6,230
| +2% | +$57.3K | ﹤0.01% | 2745 |
|
|
2021
Q3 | $2.55M | Buy |
309,594
+17,921
| +6% | +$147K | ﹤0.01% | 2778 |
|
|
2021
Q2 | $2.55M | Buy |
291,673
+21,906
| +8% | +$192K | ﹤0.01% | 2812 |
|
|
2021
Q1 | $2.52M | Buy |
269,767
+28,760
| +12% | +$269K | ﹤0.01% | 2790 |
|
|
2020
Q4 | $2.01M | Buy |
241,007
+4,899
| +2% | +$40.9K | ﹤0.01% | 2807 |
|
|
2020
Q3 | $1.51M | Buy |
236,108
+6,176
| +3% | +$39.5K | ﹤0.01% | 2824 |
|
|
2020
Q2 | $1.55M | Hold |
229,932
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q1 | $982K | Buy |
229,932
+16,309
| +8% | +$69.7K | ﹤0.01% | 2899 |
|
|
2019
Q4 | $1.25M | Buy |
213,623
+100
| +0% | +$585 | ﹤0.01% | 2962 |
|
|
2019
Q3 | $1.07M | Hold |
213,523
| – | – | ﹤0.01% | 2999 |
|
|
2019
Q2 | $1.07M | Hold |
213,523
| – | – | ﹤0.01% | 3032 |
|
|
2019
Q1 | $1.01M | Buy |
213,523
+10,160
| +5% | +$48K | ﹤0.01% | 3034 |
|
|
2018
Q4 | $1.05M | Buy |
203,363
+16,826
| +9% | +$86.8K | ﹤0.01% | 3001 |
|
|
2018
Q3 | $970K | Buy |
186,537
+6,482
| +4% | +$33.7K | ﹤0.01% | 3072 |
|
|
2018
Q2 | $936K | Buy |
180,055
+13,149
| +8% | +$68.4K | ﹤0.01% | 3036 |
|
|
2018
Q1 | $860K | Buy |
166,906
+18,369
| +12% | +$94.6K | ﹤0.01% | 3023 |
|
|
2017
Q4 | $787K | Buy |
148,537
+12,934
| +10% | +$68.5K | ﹤0.01% | 3031 |
|
|
2017
Q3 | $692K | Sell |
135,603
-1,161
| -0.8% | -$5.93K | ﹤0.01% | 3060 |
|
|
2017
Q2 | $875K | Buy |
136,764
+3,179
| +2% | +$20.3K | ﹤0.01% | 3003 |
|
|
2017
Q1 | $908K | Buy |
133,585
+7,117
| +6% | +$48.4K | ﹤0.01% | 2995 |
|
|
2016
Q4 | $822K | Buy |
126,468
+1,683
| +1% | +$10.9K | ﹤0.01% | 3003 |
|
|
2016
Q3 | $729K | Hold |
124,785
| – | – | ﹤0.01% | 2995 |
|
|
2016
Q2 | $610K | Hold |
124,785
| – | – | ﹤0.01% | 3015 |
|
|
2016
Q1 | $635K | Buy |
124,785
+5,935
| +5% | +$30.2K | ﹤0.01% | 3009 |
|
|
2015
Q4 | $778K | Buy |
118,850
+3,308
| +3% | +$21.7K | ﹤0.01% | 3015 |
|
|
2015
Q3 | $782K | Buy |
115,542
+12,324
| +12% | +$83.4K | ﹤0.01% | 3040 |
|
|
2015
Q2 | $695K | Buy |
103,218
+10,852
| +12% | +$73.1K | ﹤0.01% | 3082 |
|
|
2015
Q1 | $492K | Buy |
92,366
+5,934
| +7% | +$31.6K | ﹤0.01% | 3110 |
|
|
2014
Q4 | $498K | Buy |
86,432
+19,314
| +29% | +$111K | ﹤0.01% | 3135 |
|
|
2014
Q3 | $334K | Buy |
67,118
+6,127
| +10% | +$30.5K | ﹤0.01% | 3210 |
|
|
2014
Q2 | $260K | Hold |
60,991
| – | – | ﹤0.01% | 3274 |
|
|
2014
Q1 | $248K | Buy |
60,991
+2,900
| +5% | +$11.8K | ﹤0.01% | 3287 |
|
|
2013
Q4 | $280K | Hold |
58,091
| – | – | ﹤0.01% | 3249 |
|
|
2013
Q3 | $352K | Hold |
58,091
| – | – | ﹤0.01% | 3237 |
|
|
2013
Q2 | $344K | Buy |
+58,091
| New | +$344K | ﹤0.01% | 3243 |
|