Dimensional Fund Advisors’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Sell |
1,603,277
-152,829
| -9% | -$2.27M | 0.01% | 1890 |
|
|
2025
Q1 | $43.9M | Buy |
1,756,106
+105,508
| +6% | +$2.64M | 0.01% | 1540 |
|
|
2024
Q4 | $52.9M | Sell |
1,650,598
-16,120
| -1% | -$517K | 0.01% | 1487 |
|
|
2024
Q3 | $59.1M | Sell |
1,666,718
-96,854
| -5% | -$3.43M | 0.01% | 1409 |
|
|
2024
Q2 | $53.2M | Buy |
1,763,572
+39,823
| +2% | +$1.2M | 0.01% | 1422 |
|
|
2024
Q1 | $43.5M | Sell |
1,723,749
-6,234
| -0.4% | -$157K | 0.01% | 1557 |
|
|
2023
Q4 | $19.5M | Buy |
1,729,983
+476,998
| +38% | +$5.39M | 0.01% | 1996 |
|
|
2023
Q3 | $14.7M | Buy |
1,252,985
+785,313
| +168% | +$9.23M | ﹤0.01% | 2077 |
|
|
2023
Q2 | $5.99M | Buy |
467,672
+331,248
| +243% | +$4.25M | ﹤0.01% | 2464 |
|
|
2023
Q1 | $1.07M | Buy |
+136,424
| New | +$1.07M | ﹤0.01% | 2888 |
|