Dimensional Fund Advisors
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Dimensional Fund Advisors’s Beam Therapeutics BEAM Stock Holding History

Dimensional Fund Advisors’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53M Sell
2,166,222
-59,622
-3% -$1.66M 0.01% 1548
2026
Q2 		$76.4M Buy
2,225,844
+71,269
+3% +$2.15M 0.01% 1358
2026
Q1 		$51.3M Buy
2,154,575
+206,696
+11% +$5.74M 0.01% 1489
2025
Q4 		$54M Buy
1,947,879
+227,589
+13% +$5.81M 0.01% 1463
2025
Q3 		$41.7M Sell
1,720,290
-38,379
-2% -$763K 0.01% 1616
2025
Q2 		$29.9M Buy
1,758,669
+162,617
+10% +$2.83M 0.01% 1786
2025
Q1 		$31.2M Buy
1,596,052
+57,654
+4% +$1.51M 0.01% 1727
2024
Q4 		$38.2M Buy
1,538,398
+298,067
+24% +$7.61M 0.01% 1676
2024
Q3 		$30.4M Buy
1,240,331
+190,971
+18% +$4.93M 0.01% 1792
2024
Q2 		$24.6M Buy
1,049,360
+407,499
+63% +$10M 0.01% 1865
2024
Q1 		$21.2M Buy
641,861
+75,003
+13% +$2.34M 0.01% 1954
2023
Q4 		$15.4M Buy
566,858
+149,851
+36% +$3.72M ﹤0.01% 2114
2023
Q3 		$10M Buy
417,007
+132,381
+47% +$3.55M ﹤0.01% 2255
2023
Q2 		$9.09M Buy
284,626
+104,255
+58% +$3.38M ﹤0.01% 2299
2023
Q1 		$5.52M Buy
+180,371
New +$7.12M ﹤0.01% 2454
2022
Q3 		$685K Sell
14,375
-3,754
-21% -$214K ﹤0.01% 2978
2022
Q2 		$702K Sell
18,129
-443
-2% -$17.6K ﹤0.01% 2991
2022
Q1 		$1.06M Buy
18,572
+7,910
+74% +$519K ﹤0.01% 2978
2021
Q4 		$850K Buy
10,662
+295
+3% +$25.3K ﹤0.01% 3063
2021
Q3 		$902K Buy
10,367
+4,886
+89% +$491K ﹤0.01% 3066
2021
Q2 		$705K Sell
5,481
-18
-0.3% -$1.43K ﹤0.01% 3092
2021
Q1 		$440K Buy
+5,499
New +$523K ﹤0.01% 3167

Other funds holding BEAM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Dimensional Fund Advisors's BEAM Position: Q3 2026 in Review

Dimensional Fund Advisors reduced its Beam Therapeutics (BEAM) stake by 2.7% in Q3 2026, selling an estimated $1.66M and leaving 2,166,222 shares worth $53M. The position accounts for 0.01% of the portfolio, ranked #1548.

Dimensional Fund Advisors first reported a position in BEAM in Q1 2021 and has held it in 22 quarters since. The position peaked at $76.4M in Q2 2026. 76 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Dimensional Fund Advisors held 2,166,222 shares of Beam Therapeutics worth $53M as of Q3 2026.
  • Dimensional Fund Advisors sold 59,622 Beam Therapeutics shares in Q3 2026, an estimated $1.66M.
  • Beam Therapeutics made up 0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1548 holding.
  • Dimensional Fund Advisors first reported a position in Beam Therapeutics in Q1 2021 and has held it in 22 quarters since.
  • Dimensional Fund Advisors's Beam Therapeutics position peaked at $76.4M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.