Dimensional Fund Advisors
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Dimensional Fund Advisors’s KKR & Co KKR Stock Holding History

Dimensional Fund Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$176M Sell
1,932,271
-14,134
-0.7% -$1.44M 0.03% 713
2026
Q2 		$179M Buy
1,946,405
+141,837
+8% +$13.8M 0.03% 744
2026
Q1 		$167M Buy
1,804,568
+78,006
+5% +$8.22M 0.03% 703
2025
Q4 		$220M Buy
1,726,562
+81,053
+5% +$10.1M 0.05% 505
2025
Q3 		$214M Buy
1,645,509
+51,239
+3% +$7.27M 0.05% 501
2025
Q2 		$212M Buy
1,594,270
+27,724
+2% +$3.25M 0.05% 471
2025
Q1 		$181M Buy
1,566,546
+16,834
+1% +$2.32M 0.05% 532
2024
Q4 		$229M Buy
1,549,712
+900
+0.1% +$132K 0.06% 406
2024
Q3 		$202M Sell
1,548,812
-4,505
-0.3% -$533K 0.05% 482
2024
Q2 		$163M Buy
1,553,317
+364,141
+31% +$37.1M 0.04% 559
2024
Q1 		$120M Sell
1,189,176
-50,735
-4% -$4.67M 0.03% 809
2023
Q4 		$103M Buy
1,239,911
+58,027
+5% +$3.93M 0.03% 883
2023
Q3 		$72.8M Buy
1,181,884
+2,552
+0.2% +$155K 0.02% 1050
2023
Q2 		$66M Buy
1,179,332
+11,819
+1% +$619K 0.02% 1158
2023
Q1 		$61.3M Buy
+1,167,513
New +$62.7M 0.02% 1171
2022
Q3 		$58.2M Buy
1,353,249
+12,128
+0.9% +$613K 0.02% 1098
2022
Q2 		$62.1M Sell
1,341,121
-16,182
-1% -$849K 0.02% 1101
2022
Q1 		$79.4M Buy
1,357,303
+7,332
+0.5% +$462K 0.02% 1022
2021
Q4 		$101M Buy
1,349,971
+9,338
+0.7% +$689K 0.03% 882
2021
Q3 		$81.6M Buy
1,340,633
+33,865
+3% +$2.13M 0.03% 997
2021
Q2 		$77.4M Buy
1,306,768
+99,591
+8% +$5.53M 0.02% 1068
2021
Q1 		$59M Sell
1,207,177
-24,589
-2% -$1.1M 0.02% 1298
2020
Q4 		$49.9M Buy
1,231,766
+35,426
+3% +$1.34M 0.02% 1373
2020
Q3 		$41.1M Buy
1,196,340
+5,813
+0.5% +$203K 0.02% 1360
2020
Q2 		$36.8M Buy
1,190,527
+488,224
+70% +$13.1M 0.02% 1466
2020
Q1 		$16.5M Buy
702,303
+407,630
+138% +$11.7M 0.01% 1865
2019
Q4 		$8.6M Buy
294,673
+56,611
+24% +$1.61M ﹤0.01% 2407
2019
Q3 		$6.39M Buy
238,062
+145,229
+156% +$3.83M ﹤0.01% 2517
2019
Q2 		$2.34M Buy
+92,833
New +$2.22M ﹤0.01% 2862

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its KKR & Co (KKR) stake by 0.73% in Q3 2026, selling an estimated $1.44M and leaving 1,932,271 shares worth $176M. The position accounts for 0.03% of the portfolio, ranked #713.

Dimensional Fund Advisors first reported a position in KKR in Q2 2019 and has held it in 29 quarters since. The position peaked at $229M in Q4 2024. 546 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Dimensional Fund Advisors held 1,932,271 shares of KKR & Co worth $176M as of Q3 2026.
  • Dimensional Fund Advisors sold 14,134 KKR & Co shares in Q3 2026, an estimated $1.44M.
  • KKR & Co made up 0.03% of Dimensional Fund Advisors's portfolio in Q3 2026, its #713 holding.
  • Dimensional Fund Advisors first reported a position in KKR & Co in Q2 2019 and has held it in 29 quarters since.
  • Dimensional Fund Advisors's KKR & Co position peaked at $229M in Q4 2024.
  • 546 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

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