Summit Financial shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Summit Financial
Tip: Access up to 7 years of quarterly data
All positions including Summit Financial held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Summit Financial by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 695k | 27.16 |
| 2023-12-31 | $20M | 663k | 30.69 |
| 2023-09-30 | $8.4M | 375k | 22.54 |
| 2023-06-30 | $7.1M | 343k | 20.66 |
| 2023-03-31 | $7.1M | 344k | 20.75 |
| 2022-12-31 | $8.1M | 327k | 24.89 |
| 2022-09-30 | $8.4M | 311k | 26.94 |
| 2022-06-30 | $8.0M | 288k | 27.78 |
| 2022-03-31 | $7.1M | 276k | 25.59 |
| 2021-12-31 | $7.3M | 265k | 27.45 |
| 2021-09-30 | $6.4M | 262k | 24.51 |
| 2021-06-30 | $5.7M | 258k | 22.01 |
| 2021-03-31 | $6.6M | 248k | 26.55 |
| 2020-12-31 | $5.5M | 248k | 22.08 |
| 2020-09-30 | $3.7M | 247k | 14.81 |
| 2020-06-30 | $4.1M | 246k | 16.48 |
| 2020-03-31 | $4.9M | 231k | 21.20 |
| 2019-12-31 | $5.9M | 220k | 27.09 |
| 2019-09-30 | $5.4M | 212k | 25.60 |
| 2019-06-30 | $5.5M | 204k | 26.85 |
| 2019-03-31 | $4.6M | 173k | 26.51 |
| 2018-12-31 | $2.6M | 137k | 19.31 |
| 2018-09-30 | $2.7M | 114k | 23.21 |
| 2018-06-30 | $2.6M | 98k | 26.84 |
| 2018-03-31 | $2.0M | 81k | 25.01 |
| 2017-12-31 | $1.5M | 57k | 26.32 |
| 2017-09-30 | $913k | 36k | 25.66 |
| 2017-06-30 | $591k | 27k | 22.00 |
| 2017-03-31 | $396k | 18k | 21.52 |
| 2016-12-31 | $507k | 18k | 27.55 |
| 2016-09-30 | $341k | 18k | 19.17 |
| 2016-06-30 | $311k | 18k | 17.48 |