Dimensional Fund Advisors
SG icon

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
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return