Dimensional Fund Advisors
EPAC icon

Dimensional Fund Advisors’s Enerpac Tool Group EPAC Stock Holding History

Dimensional Fund Advisors’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.5M Sell
1,301,388
-44,150
-3% -$1.75M 0.01% 1532
2025
Q4 		$51.5M Sell
1,345,538
-37,518
-3% -$1.49M 0.01% 1493
2025
Q3 		$56.7M Buy
1,383,056
+4,480
+0.3% +$181K 0.01% 1449
2025
Q2 		$55.9M Sell
1,378,576
-54,538
-4% -$2.3M 0.01% 1429
2025
Q1 		$64.3M Sell
1,433,114
-83,773
-6% -$3.72M 0.02% 1307
2024
Q4 		$62.3M Sell
1,516,887
-21,376
-1% -$979K 0.02% 1384
2024
Q3 		$64.4M Sell
1,538,263
-3,737
-0.2% -$150K 0.02% 1356
2024
Q2 		$58.9M Buy
1,542,000
+53,055
+4% +$1.97M 0.02% 1352
2024
Q1 		$53.1M Sell
1,488,945
-58,572
-4% -$1.89M 0.01% 1415
2023
Q4 		$48.1M Sell
1,547,517
-1,122
-0.1% -$32K 0.01% 1474
2023
Q3 		$40.9M Buy
1,548,639
+3,355
+0.2% +$89.6K 0.01% 1478
2023
Q2 		$41.7M Sell
1,545,284
-55,070
-3% -$1.4M 0.01% 1485
2023
Q1 		$40.8M Buy
1,600,354
+9,933
+0.6% +$262K 0.01% 1479
2022
Q4 		$40.5K Buy
1,590,421
+30,763
+2% +$741K 0.01% 1446
2022
Q3 		$27.8M Buy
1,559,658
+5,406
+0.3% +$105K 0.01% 1633
2022
Q2 		$29.6M Sell
1,554,252
-828
-0.1% -$16.7K 0.01% 1647
2022
Q1 		$34M Buy
1,555,080
+21,046
+1% +$398K 0.01% 1665
2021
Q4 		$31.1M Sell
1,534,034
-46,300
-3% -$995K 0.01% 1738
2021
Q3 		$32.8M Sell
1,580,334
-23,270
-1% -$579K 0.01% 1725
2021
Q2 		$42.7M Sell
1,603,604
-50,530
-3% -$1.35M 0.01% 1566
2021
Q1 		$43.2M Sell
1,654,134
-189,112
-10% -$4.5M 0.01% 1560
2020
Q4 		$41.7M Sell
1,843,246
-93,450
-5% -$1.95M 0.02% 1518
2020
Q3 		$36.4M Sell
1,936,696
-7,236
-0.4% -$144K 0.02% 1455
2020
Q2 		$34.2M Sell
1,943,932
-31,790
-2% -$537K 0.02% 1522
2020
Q1 		$32.7M Sell
1,975,722
-255,144
-11% -$5.66M 0.02% 1406
2019
Q4 		$58.1M Sell
2,230,866
-182,755
-8% -$4.46M 0.02% 1280
2019
Q3 		$53M Buy
2,413,621
+33,340
+1% +$763K 0.02% 1333
2019
Q2 		$59.1M Buy
2,380,281
+4,291
+0.2% +$105K 0.02% 1255
2019
Q1 		$57.9M Buy
2,375,990
+64,019
+3% +$1.5M 0.02% 1243
2018
Q4 		$48.5M Sell
2,311,971
-53,985
-2% -$1.32M 0.02% 1280
2018
Q3 		$66M Sell
2,365,956
-7,365
-0.3% -$212K 0.03% 1131
2018
Q2 		$69.7M Buy
2,373,321
+67,943
+3% +$1.68M 0.03% 1027
2018
Q1 		$53.6M Sell
2,305,378
-70,172
-3% -$1.69M 0.02% 1261
2017
Q4 		$60.1M Buy
2,375,550
+33,130
+1% +$854K 0.02% 1139
2017
Q3 		$60M Buy
2,342,420
+183,715
+9% +$4.49M 0.03% 1092
2017
Q2 		$53.1M Buy
2,158,705
+166,482
+8% +$4.27M 0.02% 1171
2017
Q1 		$52.5M Sell
1,992,223
-687,421
-26% -$18.5M 0.03% 1130
2016
Q4 		$69.5M Sell
2,679,644
-748,825
-22% -$18.7M 0.03% 765
2016
Q3 		$79.7M Sell
3,428,469
-283,785
-8% -$6.65M 0.04% 592
2016
Q2 		$83.9M Sell
3,712,254
-113,191
-3% -$2.91M 0.05% 514
2016
Q1 		$94.5M Buy
3,825,445
+505,259
+15% +$11.6M 0.06% 410
2015
Q4 		$79.6M Buy
3,320,186
+41,125
+1% +$944K 0.05% 480
2015
Q3 		$60.3M Buy
3,279,061
+543,340
+20% +$11.6M 0.04% 635
2015
Q2 		$63.2M Buy
2,735,721
+42,418
+2% +$1.02M 0.04% 656
2015
Q1 		$63.9M Buy
2,693,303
+646,374
+32% +$15.9M 0.04% 613
2014
Q4 		$55.8M Buy
2,046,929
+304,771
+17% +$9.1M 0.04% 668
2014
Q3 		$53.2M Buy
1,742,158
+222,560
+15% +$7.36M 0.04% 631
2014
Q2 		$52.5M Buy
1,519,598
+105,719
+7% +$3.67M 0.04% 670
2014
Q1 		$48.3M Buy
1,413,879
+201,476
+17% +$6.96M 0.04% 676
2013
Q4 		$44.4M Buy
1,212,403
+10,696
+0.9% +$407K 0.03% 703
2013
Q3 		$46.7M Sell
1,201,707
-19,522
-2% -$709K 0.04% 584
2013
Q2 		$40.3M Buy
+1,221,229
New +$39.1M 0.04% 614

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors's EPAC Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Enerpac Tool Group (EPAC) stake by 3.3% in Q1 2026, selling an estimated $1.75M and leaving 1,301,388 shares worth $47.5M. The position accounts for 0.01% of the portfolio, ranked #1532.

Dimensional Fund Advisors first reported a position in EPAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $94.5M in Q1 2016. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Dimensional Fund Advisors held 1,301,388 shares of Enerpac Tool Group worth $47.5M as of Q1 2026.
  • Dimensional Fund Advisors sold 44,150 Enerpac Tool Group shares in Q1 2026, an estimated $1.75M.
  • Enerpac Tool Group made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1532 holding.
  • Dimensional Fund Advisors first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Enerpac Tool Group position peaked at $94.5M in Q1 2016.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.