Dimensional Fund Advisors
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Dimensional Fund Advisors’s BrightSpring Health Services BTSG Stock Holding History

Dimensional Fund Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123M Sell
2,892,779
-218,801
-7% -$8.81M 0.03% 921
2025
Q4 		$117M Buy
3,111,580
+1,014,631
+48% +$34M 0.02% 961
2025
Q3 		$62M Buy
2,096,949
+1,160,500
+124% +$27M 0.01% 1399
2025
Q2 		$22.1M Buy
936,449
+925,272
+8,278% +$19.3M 0.01% 1926
2025
Q1 		$202K Buy
+11,177
New +$219K ﹤0.01% 3129

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its BrightSpring Health Services (BTSG) stake by 7% in Q1 2026, selling an estimated $8.81M and leaving 2,892,779 shares worth $123M. The position accounts for 0.03% of the portfolio, ranked #921.

Dimensional Fund Advisors first reported a position in BTSG in Q1 2025 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Dimensional Fund Advisors held 2,892,779 shares of BrightSpring Health Services worth $123M as of Q1 2026.
  • Dimensional Fund Advisors sold 218,801 BrightSpring Health Services shares in Q1 2026, an estimated $8.81M.
  • BrightSpring Health Services made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #921 holding.
  • Dimensional Fund Advisors first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 5 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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