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DIMENSIONAL FUND ADVISORS LP: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on SM, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 8,174,503 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,174,503 shares
    Change vs previous 13F -1,820,850 shares

    0.04% of the 13F portfolio, value $213,353,172.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,995,353 shares
    Change vs previous 13F +4,426,751 shares

    0.06% of the 13F portfolio, value $311,677,829.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,568,602 shares
    Change vs previous 13F -353,167 shares

    0.02% of the 13F portfolio, value $104,133,230.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,921,769 shares
    Change vs previous 13F +30,951 shares

    0.03% of the 13F portfolio, value $147,876,306.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,890,818 shares
    Change vs previous 13F -416,498 shares

    0.03% of the 13F portfolio, value $145,568,510.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,307,316 shares
    Change vs previous 13F -245,240 shares

    0.05% of the 13F portfolio, value $188,895,987.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,552,556 shares
    Change vs previous 13F +15,828 shares

    0.06% of the 13F portfolio, value $253,975,274.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,536,728 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $261,271,287.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).