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DIMENSIONAL FUND ADVISORS LP: SMBC position timeline

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

DIMENSIONAL FUND ADVISORS LP held 465,835 SMBC 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 465,835 shares
    Change vs previous 13F +24,996 shares

    0.01% of the 13F portfolio, value $35,501,287.

    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 440,839 shares
    Change vs previous 13F +11,946 shares

    0.01% of the 13F portfolio, value $28,186,851.

    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 428,893 shares
    Change vs previous 13F -3,570 shares

    0.01% of the 13F portfolio, value $25,356,185.

    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 432,463 shares
    Change vs previous 13F +4,037 shares

    <0.01% of the 13F portfolio, value $22,730,830.

    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 428,426 shares
    Change vs previous 13F +13,695 shares

    0.01% of the 13F portfolio, value $23,469,205.

    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 414,731 shares
    Change vs previous 13F +16,966 shares

    0.01% of the 13F portfolio, value $21,573,713.

    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 397,765 shares
    Change vs previous 13F +18,623 shares

    0.01% of the 13F portfolio, value $22,820,424.

    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 379,142 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,416,480.

    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).