Dimensional Fund Advisors

Dimensional Fund Advisors’s Stagwell STGW Stock Holding History

Dimensional Fund Advisors’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.7M	Buy	5,035,320 +923,771	+22%	+$5.17M	0.01%	1740
2025 Q4	$20.1M	Buy	4,111,549 +869,562	+27%	+$4.53M	﹤0.01%	1964
2025 Q3	$18.2M	Buy	3,241,987 +471,017	+17%	+$2.5M	﹤0.01%	2031
2025 Q2	$12.5M	Buy	2,770,970 +941,320	+51%	+$4.73M	﹤0.01%	2190
2025 Q1	$11.1M	Buy	1,829,650 +99,497	+6%	+$626K	﹤0.01%	2205
2024 Q4	$11.4M	Buy	1,730,153 +51,341	+3%	+$366K	﹤0.01%	2260
2024 Q3	$11.8M	Buy	1,678,812 +161,968	+11%	+$1.11M	﹤0.01%	2233
2024 Q2	$10.3M	Buy	1,516,844 +127,099	+9%	+$819K	﹤0.01%	2249
2024 Q1	$8.64M	Buy	1,389,745 +117,837	+9%	+$738K	﹤0.01%	2371
2023 Q4	$8.43M	Buy	1,271,908 +96,870	+8%	+$483K	﹤0.01%	2386
2023 Q3	$5.51M	Buy	1,175,038 +234,121	+25%	+$1.39M	﹤0.01%	2501
2023 Q2	$6.78M	Buy	940,917 +445,038	+90%	+$2.94M	﹤0.01%	2417
2023 Q1	$3.68M	Buy	495,879 +479,099	+2,855%	+$3.35M	﹤0.01%	2579
2022 Q4	$104	Buy	+16,780	New	+$121K	﹤0.01%	3321

Other funds holding STGW

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return