Dimensional Fund Advisors
SBDS

Dimensional Fund Advisors’s Solo Brands Inc SBDS Stock Holding History

Dimensional Fund Advisors’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,645
Closed -$31.3K – 3373
2025
Q1 		$31.3K Sell
4,645
-5,624
-55% -$172K ﹤0.01% 3282
2024
Q4 		$468K Sell
10,269
-2,258
-18% -$112K ﹤0.01% 3050
2024
Q3 		$707K Sell
12,527
-2,934
-19% -$209K ﹤0.01% 2968
2024
Q2 		$1.41M Sell
15,461
-8,980
-37% -$707K ﹤0.01% 2848
2024
Q1 		$2.12M Buy
24,441
+7,098
+41% +$816K ﹤0.01% 2782
2023
Q4 		$4.27M Buy
17,343
+4,668
+37% +$910K ﹤0.01% 2602
2023
Q3 		$2.59M Buy
12,675
+2,357
+23% +$514K ﹤0.01% 2705
2023
Q2 		$2.34M Buy
10,318
+5,525
+115% +$1.37M ﹤0.01% 2735
2023
Q1 		$1.38M Buy
+4,793
New +$922K ﹤0.01% 2828

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dimensional Fund Advisors's SBDS Position: Q2 2025 in Review

Dimensional Fund Advisors sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 4,645 shares — an estimated $31.3K sold.

Dimensional Fund Advisors first reported a position in SBDS in Q1 2023 and held it in 9 quarters. The position peaked at $4.27M in Q4 2023. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Dimensional Fund Advisors reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 4,645 Solo Brands Inc shares in Q2 2025, an estimated $31.3K.
  • Dimensional Fund Advisors first reported a position in Solo Brands Inc in Q1 2023 and held it in 9 quarters.
  • Dimensional Fund Advisors's Solo Brands Inc position peaked at $4.27M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Dimensional Fund Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.