Dimensional Fund Advisors
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Dimensional Fund Advisors’s Carlyle Group CG Stock Holding History

Dimensional Fund Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$116M Sell
2,923,001
-72,509
-2% -$3.29M 0.02% 1057
2026
Q2 		$126M Sell
2,995,510
-50,468
-2% -$2.37M 0.02% 1006
2026
Q1 		$147M Sell
3,045,978
-130,391
-4% -$7.19M 0.03% 790
2025
Q4 		$188M Buy
3,176,369
+222,508
+8% +$12.6M 0.04% 599
2025
Q3 		$185M Sell
2,953,861
-23,389
-0.8% -$1.46M 0.04% 591
2025
Q2 		$153M Buy
2,977,250
+611,876
+26% +$26.4M 0.04% 693
2025
Q1 		$103M Buy
2,365,374
+104,869
+5% +$5.2M 0.03% 950
2024
Q4 		$114M Sell
2,260,505
-40,139
-2% -$2.03M 0.03% 920
2024
Q3 		$99.1M Buy
2,300,644
+34,049
+2% +$1.43M 0.02% 1040
2024
Q2 		$91M Buy
2,266,595
+137,541
+6% +$5.94M 0.02% 1035
2024
Q1 		$100M Sell
2,129,054
-239,046
-10% -$10.3M 0.03% 953
2023
Q4 		$96.4M Buy
2,368,100
+84,080
+4% +$2.77M 0.03% 930
2023
Q3 		$68.9M Buy
2,284,020
+35,904
+2% +$1.16M 0.02% 1103
2023
Q2 		$71.8M Buy
2,248,116
+555,079
+33% +$16.2M 0.02% 1076
2023
Q1 		$52.6M Buy
+1,693,037
New +$56.5M 0.02% 1279

Other funds holding CG

Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Carlyle Group (CG) stake by 2.4% in Q3 2026, selling an estimated $3.29M and leaving 2,923,001 shares worth $116M. The position accounts for 0.02% of the portfolio, ranked #1057.

Dimensional Fund Advisors first reported a position in CG in Q1 2023 and has held it in 15 quarters since. The position peaked at $188M in Q4 2025. 232 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Dimensional Fund Advisors held 2,923,001 shares of Carlyle Group worth $116M as of Q3 2026.
  • Dimensional Fund Advisors sold 72,509 Carlyle Group shares in Q3 2026, an estimated $3.29M.
  • Carlyle Group made up 0.02% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1057 holding.
  • Dimensional Fund Advisors first reported a position in Carlyle Group in Q1 2023 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's Carlyle Group position peaked at $188M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

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