Dimensional Fund Advisors
CTOS icon

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
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 $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return