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
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 		$99.9M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Carlyle Group (CG) stake by 1.7% in Q2 2026, selling an estimated $2.37M and leaving 2,995,510 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #1006.

Dimensional Fund Advisors first reported a position in CG in Q1 2023 and has held it in 14 quarters since. The position peaked at $188M in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Dimensional Fund Advisors held 2,995,510 shares of Carlyle Group worth $126M as of Q2 2026.
  • Dimensional Fund Advisors sold 50,468 Carlyle Group shares in Q2 2026, an estimated $2.37M.
  • Carlyle Group made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1006 holding.
  • Dimensional Fund Advisors first reported a position in Carlyle Group in Q1 2023 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Carlyle Group position peaked at $188M in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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