Dimensional Fund Advisors
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Dimensional Fund Advisors’s Sweetgreen SG Stock Holding History

Dimensional Fund Advisors’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.68M Sell
527,755
-377,519
-42% -$2.61M ﹤0.01% 2515
2026
Q2 		$7.97M Sell
905,274
-34,570
-4% -$264K ﹤0.01% 2401
2026
Q1 		$4.88M Sell
939,844
-24,976
-3% -$152K ﹤0.01% 2506
2025
Q4 		$6.52M Sell
964,820
-498,529
-34% -$3.43M ﹤0.01% 2444
2025
Q3 		$11.7M Sell
1,463,349
-139,928
-9% -$1.52M ﹤0.01% 2249
2025
Q2 		$23.8M Sell
1,603,277
-152,829
-9% -$2.52M 0.01% 1890
2025
Q1 		$43.9M Buy
1,756,106
+105,508
+6% +$2.91M 0.01% 1540
2024
Q4 		$52.9M Sell
1,650,598
-16,120
-1% -$601K 0.01% 1487
2024
Q3 		$59.1M Sell
1,666,718
-96,854
-5% -$2.94M 0.01% 1409
2024
Q2 		$53.2M Buy
1,763,572
+39,823
+2% +$1.09M 0.01% 1422
2024
Q1 		$43.5M Sell
1,723,749
-6,234
-0.4% -$90.8K 0.01% 1557
2023
Q4 		$19.5M Buy
1,729,983
+476,998
+38% +$5.02M 0.01% 1996
2023
Q3 		$14.7M Buy
1,252,985
+785,313
+168% +$10.9M ﹤0.01% 2077
2023
Q2 		$5.99M Buy
467,672
+331,248
+243% +$3.06M ﹤0.01% 2464
2023
Q1 		$1.07M Buy
+136,424
New +$1.2M ﹤0.01% 2888

Other funds holding SG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ibex Investors
Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Sweetgreen (SG) stake by 42% in Q3 2026, selling an estimated $2.61M and leaving 527,755 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Dimensional Fund Advisors first reported a position in SG in Q1 2023 and has held it in 15 quarters since. The position peaked at $59.1M in Q3 2024. 70 funds tracked by Wall St. Rank hold SG as of Q3 2026.

  • Dimensional Fund Advisors held 527,755 shares of Sweetgreen worth $4.68M as of Q3 2026.
  • Dimensional Fund Advisors sold 377,519 Sweetgreen shares in Q3 2026, an estimated $2.61M.
  • Sweetgreen made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2515 holding.
  • Dimensional Fund Advisors first reported a position in Sweetgreen in Q1 2023 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's Sweetgreen position peaked at $59.1M in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

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