Dimensional Fund Advisors
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Dimensional Fund Advisors’s Ferguson FERG Stock Holding History

Dimensional Fund Advisors’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$426M Buy
1,913,884
+123,949
+7% +$28.7M 0.08% 240
2026
Q2 		$425M Buy
1,789,935
+38,006
+2% +$9.17M 0.08% 247
2026
Q1 		$409M Buy
1,751,929
+11,533
+0.7% +$2.81M 0.08% 227
2025
Q4 		$388M Sell
1,740,396
-26,458
-1% -$6.32M 0.08% 230
2025
Q3 		$397M Sell
1,766,854
-8,305
-0.5% -$1.88M 0.09% 214
2025
Q2 		$387M Buy
1,775,159
+43,087
+2% +$7.93M 0.09% 197
2025
Q1 		$278M Buy
1,732,072
+87,731
+5% +$15.2M 0.07% 299
2024
Q4 		$285M Buy
1,644,341
+103,802
+7% +$20.6M 0.07% 304
2024
Q3 		$306M Sell
1,540,539
-23,019
-1% -$4.66M 0.07% 275
2024
Q2 		$303M Buy
1,563,558
+153,757
+11% +$32.2M 0.08% 236
2024
Q1 		$308M Buy
1,409,801
+104,308
+8% +$20.8M 0.08% 224
2023
Q4 		$252M Buy
1,305,493
+365,843
+39% +$61.7M 0.07% 278
2023
Q3 		$155M Buy
939,650
+590,132
+169% +$93.2M 0.05% 477
2023
Q2 		$55M Buy
349,518
+55,644
+19% +$7.92M 0.02% 1286
2023
Q1 		$39.2M Buy
+293,874
New +$40.8M 0.01% 1509
2022
Q3 		$23.2M Buy
224,669
+78,940
+54% +$9.21M 0.01% 1734
2022
Q2 		$16.3M Buy
145,729
+142,969
+5,180% +$17.3M 0.01% 1979
2022
Q1 		$370K Buy
+2,760
New +$426K ﹤0.01% 3211

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Dimensional Fund Advisors's FERG Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Ferguson (FERG) stake by 6.9% in Q3 2026, buying an estimated $28.7M and bringing the position to 1,913,884 shares worth $426M. The position accounts for 0.08% of the portfolio, ranked #240.

Dimensional Fund Advisors first reported a position in FERG in Q1 2022 and has held it in 18 quarters since. 386 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Dimensional Fund Advisors held 1,913,884 shares of Ferguson worth $426M as of Q3 2026.
  • Dimensional Fund Advisors bought 123,949 Ferguson shares in Q3 2026, an estimated $28.7M.
  • Ferguson made up 0.08% of Dimensional Fund Advisors's portfolio in Q3 2026, its #240 holding.
  • Dimensional Fund Advisors first reported a position in Ferguson in Q1 2022 and has held it in 18 quarters since.
  • 386 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.