Dimensional Fund Advisors
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Dimensional Fund Advisors’s Schrodinger SDGR Stock Holding History

Dimensional Fund Advisors’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.7M Buy
732,448
+96,081
+15% +$1.89M ﹤0.01% 1950
2026
Q2 		$10.3M Sell
636,367
-247,281
-28% -$3.31M ﹤0.01% 2288
2026
Q1 		$10M Sell
883,648
-128,983
-13% -$1.78M ﹤0.01% 2259
2025
Q4 		$18.1M Buy
1,012,631
+161,242
+19% +$3.06M ﹤0.01% 2019
2025
Q3 		$17.1M Buy
851,389
+108,868
+15% +$2.19M ﹤0.01% 2074
2025
Q2 		$14.9M Sell
742,521
-35,650
-5% -$814K ﹤0.01% 2100
2025
Q1 		$15.4M Sell
778,171
-27,941
-3% -$629K ﹤0.01% 2068
2024
Q4 		$15.5M Sell
806,112
-50,845
-6% -$988K ﹤0.01% 2109
2024
Q3 		$15.9M Sell
856,957
-84,062
-9% -$1.73M ﹤0.01% 2103
2024
Q2 		$18.2M Sell
941,019
-107,872
-10% -$2.49M ﹤0.01% 2004
2024
Q1 		$28.3M Buy
1,048,891
+65,812
+7% +$1.84M 0.01% 1813
2023
Q4 		$35.2M Sell
983,079
-147,774
-13% -$4.29M 0.01% 1675
2023
Q3 		$32M Buy
1,130,853
+149,976
+15% +$6.04M 0.01% 1641
2023
Q2 		$49M Buy
980,877
+149,335
+18% +$5.05M 0.02% 1372
2023
Q1 		$21.9M Buy
+831,542
New +$19.8M 0.01% 1857
2022
Q3 		$13.4M Buy
538,177
+191,350
+55% +$5.62M 0.01% 2035
2022
Q2 		$9.16M Buy
346,827
+246,650
+246% +$6.63M ﹤0.01% 2230
2022
Q1 		$3.42M Buy
100,177
+18,836
+23% +$572K ﹤0.01% 2655
2021
Q4 		$2.83M Buy
+81,341
New +$3.71M ﹤0.01% 2752
2021
Q3 		– Sell
-17,537
Closed -$1.33M – 3528
2021
Q2 		$1.33M Buy
17,537
+406
+2% +$29.4K ﹤0.01% 2974
2021
Q1 		$1.31M Buy
17,131
+7,283
+74% +$655K ﹤0.01% 2953
2020
Q4 		$780K Sell
9,848
-668
-6% -$42K ﹤0.01% 3024
2020
Q3 		$500K Buy
+10,516
New +$723K ﹤0.01% 3062

Other funds holding SDGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Schrodinger (SDGR) stake by 15% in Q3 2026, buying an estimated $1.89M and bringing the position to 732,448 shares worth $22.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Dimensional Fund Advisors first reported a position in SDGR in Q3 2020 and has held it in 23 quarters since. The position peaked at $49M in Q2 2023. 89 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Dimensional Fund Advisors held 732,448 shares of Schrodinger worth $22.7M as of Q3 2026.
  • Dimensional Fund Advisors bought 96,081 Schrodinger shares in Q3 2026, an estimated $1.89M.
  • Schrodinger made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1950 holding.
  • Dimensional Fund Advisors first reported a position in Schrodinger in Q3 2020 and has held it in 23 quarters since.
  • Dimensional Fund Advisors's Schrodinger position peaked at $49M in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

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