Dimensional Fund Advisors

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 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 +541,865	+47%	+$18.1M	0.02%	1279
2022 Q4	$34.4K	Buy	+1,151,172	New	+$32.9M	0.01%	1563

Other funds holding CG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return