DIMENSIONAL FUND ADVISORS LP
Holdings in SAMG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,130,414 | 206,084 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,355,583 | 213,053 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,463,362 | 218,371 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,427,173 | 209,485 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,839,094 | 208,760 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,561,524 | 206,585 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $3,217,400 | 206,376 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $193,862 | 12,262 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $3,443,061 | 202,533 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $3,009,983 | 189,665 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $3,812,427 | 188,268 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $3,332,975 | 183,332 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,183,898 | 169,627 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $2,826,146 | 172,853 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,789,896 | 170,012 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $3,304,392 | 161,584 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $2,685,679 | 156,417 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $2,402,918 | 154,231 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $2,225,017 | 147,940 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $2,053,895 | 142,830 | Shares | Defined | 2021-05-14 |
| 2020-09-30 | $1,314,508 | 125,670 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,582,674 | 124,522 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $1,131,510 | 119,610 | Shares | Defined | 2020-05-14 |