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DIMENSIONAL FUND ADVISORS LP: SMG position timeline

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

DIMENSIONAL FUND ADVISORS LP held 964,126 SMG 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 964,126 shares
    Change vs previous 13F +68,285 shares

    0.01% of the 13F portfolio, value $65,665,847.

    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 895,841 shares
    Change vs previous 13F +72,179 shares

    0.01% of the 13F portfolio, value $54,475,235.

    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 823,662 shares
    Change vs previous 13F +108,428 shares

    0.01% of the 13F portfolio, value $48,058,896.

    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 715,234 shares
    Change vs previous 13F +38,384 shares

    0.01% of the 13F portfolio, value $40,728,469.

    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 676,850 shares
    Change vs previous 13F +119,863 shares

    0.01% of the 13F portfolio, value $44,645,145.

    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 556,987 shares
    Change vs previous 13F +367,789 shares

    0.01% of the 13F portfolio, value $30,571,397.

    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 189,198 shares
    Change vs previous 13F +160,225 shares

    <0.01% of the 13F portfolio, value $12,548,890.

    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 28,973 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,511,959.

    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).