Dimensional Fund Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153M | Buy |
2,977,250
+611,876
| +26% | +$31.4M | 0.04% | 693 |
|
|
2025
Q1 | $103M | Buy |
2,365,374
+104,869
| +5% | +$4.57M | 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% | +$1.47M | 0.02% | 1040 |
|
|
2024
Q2 | $91M | Buy |
2,266,595
+137,541
| +6% | +$5.52M | 0.02% | 1035 |
|
|
2024
Q1 | $99.9M | Sell |
2,129,054
-239,046
| -10% | -$11.2M | 0.03% | 953 |
|
|
2023
Q4 | $96.4M | Buy |
2,368,100
+84,080
| +4% | +$3.42M | 0.03% | 930 |
|
|
2023
Q3 | $68.9M | Buy |
2,284,020
+35,904
| +2% | +$1.08M | 0.02% | 1103 |
|
|
2023
Q2 | $71.8M | Buy |
2,248,116
+555,079
| +33% | +$17.7M | 0.02% | 1076 |
|
|
2023
Q1 | $52.6M | Buy |
1,693,037
+541,865
| +47% | +$16.8M | 0.02% | 1279 |
|
|
2022
Q4 | $34.4K | Buy |
+1,151,172
| New | +$34.4K | 0.01% | 1563 |
|