Dimensional Fund Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
59,696
+791
| +1% | +$30.7K | ﹤0.01% | 2726 |
|
|
2025
Q1 | $1.19M | Buy |
58,905
+9,124
| +18% | +$184K | ﹤0.01% | 2845 |
|
|
2024
Q4 | $1.18M | Sell |
49,781
-11,404
| -19% | -$271K | ﹤0.01% | 2884 |
|
|
2024
Q3 | $1.49M | Buy |
61,185
+17,818
| +41% | +$435K | ﹤0.01% | 2846 |
|
|
2024
Q2 | $1.52M | Buy |
43,367
+8,415
| +24% | +$296K | ﹤0.01% | 2823 |
|
|
2024
Q1 | $1.57M | Buy |
34,952
+9,263
| +36% | +$417K | ﹤0.01% | 2838 |
|
|
2023
Q4 | $1.32M | Buy |
25,689
+4,386
| +21% | +$225K | ﹤0.01% | 2877 |
|
|
2023
Q3 | $712K | Buy |
21,303
+8,440
| +66% | +$282K | ﹤0.01% | 2986 |
|
|
2023
Q2 | $551K | Buy |
+12,863
| New | +$551K | ﹤0.01% | 3045 |
|