Dimensional Fund Advisors
BTSG icon

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
Q2 		$191M Sell
2,738,751
-154,028
-5% -$8.55M 0.03% 684
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 $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors's BTSG Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its BrightSpring Health Services (BTSG) stake by 5.3% in Q2 2026, selling an estimated $8.55M and leaving 2,738,751 shares worth $191M. The position accounts for 0.03% of the portfolio, ranked #684.

Dimensional Fund Advisors first reported a position in BTSG in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Dimensional Fund Advisors held 2,738,751 shares of BrightSpring Health Services worth $191M as of Q2 2026.
  • Dimensional Fund Advisors sold 154,028 BrightSpring Health Services shares in Q2 2026, an estimated $8.55M.
  • BrightSpring Health Services made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #684 holding.
  • Dimensional Fund Advisors first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 6 quarters since.
  • 422 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.