Dimensional Fund Advisors
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Dimensional Fund Advisors’s Alta Equipment Group ALTG Stock Holding History

Dimensional Fund Advisors’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Sell
492,897
-25,389
-5% -$161K ﹤0.01% 2645
2025
Q4 		$2.38M Sell
518,286
-39,386
-7% -$216K ﹤0.01% 2702
2025
Q3 		$4.04M Sell
557,672
-79,971
-13% -$621K ﹤0.01% 2597
2025
Q2 		$4.03M Sell
637,643
-9,640
-1% -$48.8K ﹤0.01% 2584
2025
Q1 		$3.04M Buy
647,283
+38,877
+6% +$243K ﹤0.01% 2620
2024
Q4 		$3.98M Buy
608,406
+18,926
+3% +$132K ﹤0.01% 2600
2024
Q3 		$3.97M Buy
589,480
+21,506
+4% +$165K ﹤0.01% 2584
2024
Q2 		$4.57M Buy
567,974
+18,343
+3% +$186K ﹤0.01% 2519
2024
Q1 		$7.12M Sell
549,631
-23,728
-4% -$273K ﹤0.01% 2449
2023
Q4 		$7.09M Buy
573,359
+50,849
+10% +$549K ﹤0.01% 2455
2023
Q3 		$6.3M Buy
522,510
+13,835
+3% +$207K ﹤0.01% 2453
2023
Q2 		$8.81M Buy
508,675
+141,225
+38% +$2.08M ﹤0.01% 2315
2023
Q1 		$5.82M Sell
367,450
-1,926
-0.5% -$32.3K ﹤0.01% 2432
2022
Q4 		$4.87K Buy
369,376
+40,850
+12% +$492K ﹤0.01% 2466
2022
Q3 		$3.62M Buy
328,526
+53,064
+19% +$610K ﹤0.01% 2534
2022
Q2 		$2.47M Buy
275,462
+94,663
+52% +$1.04M ﹤0.01% 2681
2022
Q1 		$2.23M Buy
180,799
+60,253
+50% +$793K ﹤0.01% 2798
2021
Q4 		$1.76M Buy
120,546
+27,600
+30% +$405K ﹤0.01% 2879
2021
Q3 		$1.28M Buy
92,946
+31,861
+52% +$418K ﹤0.01% 2988
2021
Q2 		$812K Buy
+61,085
New +$834K ﹤0.01% 3070

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's ALTG Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Alta Equipment Group (ALTG) stake by 4.9% in Q1 2026, selling an estimated $161K and leaving 492,897 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Dimensional Fund Advisors first reported a position in ALTG in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.81M in Q2 2023. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Dimensional Fund Advisors held 492,897 shares of Alta Equipment Group worth $2.65M as of Q1 2026.
  • Dimensional Fund Advisors sold 25,389 Alta Equipment Group shares in Q1 2026, an estimated $161K.
  • Alta Equipment Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2645 holding.
  • Dimensional Fund Advisors first reported a position in Alta Equipment Group in Q2 2021 and has held it in 20 quarters since.
  • Dimensional Fund Advisors's Alta Equipment Group position peaked at $8.81M in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.