Dimensional Fund Advisors’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153M Buy
2025
Q1
$103M Buy
2024
Q4
$114M Sell
2024
Q3
$99.1M Buy
2024
Q2
$91M Buy
2024
Q1
$99.9M Sell
2023
Q4
$96.4M Buy
2023
Q3
$68.9M Buy
2023
Q2
$71.8M Buy
2023
Q1
$52.6M Buy
2022
Q4
$34.4K Buy