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 Q3	$13.1M	Buy	248,874 +8,743	+4%	+$390K	﹤0.01%	2184
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Karat Packaging (KRT) stake by 3.6% in Q3 2026, buying an estimated $390K and bringing the position to 248,874 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Dimensional Fund Advisors first reported a position in KRT in Q1 2023 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

Dimensional Fund Advisors held 248,874 shares of Karat Packaging worth $13.1M as of Q3 2026.
Dimensional Fund Advisors bought 8,743 Karat Packaging shares in Q3 2026, an estimated $390K.
Karat Packaging made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2184 holding.
Dimensional Fund Advisors first reported a position in Karat Packaging in Q1 2023 and has held it in 15 quarters since.
57 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

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