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
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors's SG Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Sweetgreen (SG) stake by 3.7% in Q2 2026, selling an estimated $264K and leaving 905,274 shares worth $7.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Dimensional Fund Advisors first reported a position in SG in Q1 2023 and has held it in 14 quarters since. The position peaked at $59.1M in Q3 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Dimensional Fund Advisors held 905,274 shares of Sweetgreen worth $7.97M as of Q2 2026.
  • Dimensional Fund Advisors sold 34,570 Sweetgreen shares in Q2 2026, an estimated $264K.
  • Sweetgreen made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2401 holding.
  • Dimensional Fund Advisors first reported a position in Sweetgreen in Q1 2023 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Sweetgreen position peaked at $59.1M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.