Dimensional Fund Advisors’s Calumet Specialty Products CLMT Stock Holding History

Dimensional Fund Advisors’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Buy	+422,091	New	+$14.2M	﹤0.01%	2151

Other funds holding CLMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

one8zero8 LLC Greensboro, North Carolina $505M AUM 33.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

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

Dimensional Fund Advisors opened a new position in Calumet Specialty Products (CLMT) in Q2 2026: 422,091 shares worth $15.2M. The stake represents ﹤0.01% of the portfolio and ranks #2151 among its holdings.

79 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Dimensional Fund Advisors held 422,091 shares of Calumet Specialty Products worth $15.2M as of Q2 2026.
Calumet Specialty Products was a new Dimensional Fund Advisors position in Q2 2026.
Calumet Specialty Products made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2151 holding.
79 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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