Dimensional Fund Advisors’s Custom Truck One Source CTOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.9M	Buy	6,172,555 +569,717	+10%	+$5.37M	0.01%	1390
2026 Q1	$36.8M	Buy	5,602,838 +741,857	+15%	+$4.87M	0.01%	1672
2025 Q4	$28M	Buy	4,860,981 +464,819	+11%	+$2.84M	0.01%	1808
2025 Q3	$28.2M	Buy	4,396,162 +337,284	+8%	+$1.95M	0.01%	1830
2025 Q2	$20.1M	Buy	4,058,878 +646,359	+19%	+$2.79M	﹤0.01%	1966
2025 Q1	$14.4M	Buy	3,412,519 +634,457	+23%	+$3.06M	﹤0.01%	2093
2024 Q4	$13.4M	Buy	2,778,062 +73,213	+3%	+$331K	﹤0.01%	2180
2024 Q3	$9.33M	Buy	2,704,849 +458,789	+20%	+$1.93M	﹤0.01%	2328
2024 Q2	$9.77M	Buy	2,246,060 +410,895	+22%	+$2M	﹤0.01%	2275
2024 Q1	$10.7M	Buy	1,835,165 +672,351	+58%	+$4.17M	﹤0.01%	2286
2023 Q4	$7.19M	Buy	1,162,814 +723,962	+165%	+$4.27M	﹤0.01%	2452
2023 Q3	$2.72M	Buy	438,852 +345,324	+369%	+$2.28M	﹤0.01%	2691
2023 Q2	$630K	Buy	+93,528	New	+$616K	﹤0.01%	3015

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Custom Truck One Source (CTOS) stake by 10% in Q2 2026, buying an estimated $5.37M and bringing the position to 6,172,555 shares worth $72.9M. The position accounts for 0.01% of the portfolio, ranked #1390.

Dimensional Fund Advisors first reported a position in CTOS in Q2 2023 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Dimensional Fund Advisors held 6,172,555 shares of Custom Truck One Source worth $72.9M as of Q2 2026.
Dimensional Fund Advisors bought 569,717 Custom Truck One Source shares in Q2 2026, an estimated $5.37M.
Custom Truck One Source made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1390 holding.
Dimensional Fund Advisors first reported a position in Custom Truck One Source in Q2 2023 and has held it in 13 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

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