Dimensional Fund Advisors’s Karat Packaging KRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.03M	Buy	240,131 +21,694	+10%	+$625K	﹤0.01%	2396
2026 Q1	$6.1M	Buy	218,437 +17,326	+9%	+$437K	﹤0.01%	2433
2025 Q4	$4.54M	Buy	201,111 +24,151	+14%	+$559K	﹤0.01%	2556
2025 Q3	$4.46M	Buy	176,960 +7,965	+5%	+$209K	﹤0.01%	2579
2025 Q2	$4.76M	Buy	168,995 +12,390	+8%	+$345K	﹤0.01%	2538
2025 Q1	$4.16M	Buy	156,605 +10,659	+7%	+$318K	﹤0.01%	2548
2024 Q4	$4.42M	Buy	145,946 +12,676	+10%	+$367K	﹤0.01%	2574
2024 Q3	$3.45M	Buy	133,270 +11,797	+10%	+$316K	﹤0.01%	2640
2024 Q2	$3.59M	Buy	121,473 +3,397	+3%	+$95.5K	﹤0.01%	2602
2024 Q1	$3.38M	Buy	118,076 +36,582	+45%	+$964K	﹤0.01%	2652
2023 Q4	$2.03M	Buy	81,494 +25,283	+45%	+$557K	﹤0.01%	2789
2023 Q3	$1.3M	Buy	56,211 +27,178	+94%	+$583K	﹤0.01%	2865
2023 Q2	$530K	Buy	29,033 +7,879	+37%	+$122K	﹤0.01%	3052
2023 Q1	$282K	Buy	+21,154	New	+$313K	﹤0.01%	3135

Other funds holding KRT

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Karat Packaging (KRT) stake by 9.9% in Q2 2026, buying an estimated $625K and bringing the position to 240,131 shares worth $8.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Dimensional Fund Advisors first reported a position in KRT in Q1 2023 and has held it in 14 quarters since. 142 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

Dimensional Fund Advisors held 240,131 shares of Karat Packaging worth $8.03M as of Q2 2026.
Dimensional Fund Advisors bought 21,694 Karat Packaging shares in Q2 2026, an estimated $625K.
Karat Packaging made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2396 holding.
Dimensional Fund Advisors first reported a position in Karat Packaging in Q1 2023 and has held it in 14 quarters since.
142 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

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