Dimensional Fund Advisors
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Dimensional Fund Advisors’s Smurfit Westrock SW Stock Holding History

Dimensional Fund Advisors’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$246M Buy
5,588,481
+372,683
+7% +$17.2M 0.04% 484
2026
Q2 		$241M Buy
5,215,798
+367,668
+8% +$15.2M 0.04% 524
2026
Q1 		$193M Buy
4,848,130
+160,510
+3% +$6.92M 0.04% 604
2025
Q4 		$181M Buy
4,687,620
+273,240
+6% +$10.4M 0.04% 627
2025
Q3 		$188M Buy
4,414,380
+282,279
+7% +$12.8M 0.04% 581
2025
Q2 		$178M Sell
4,132,101
-6,882
-0.2% -$294K 0.04% 576
2025
Q1 		$186M Buy
4,138,983
+587,626
+17% +$29.8M 0.05% 513
2024
Q4 		$191M Buy
3,551,357
+874,748
+33% +$44.6M 0.05% 519
2024
Q3 		$132M Buy
+2,676,609
New +$122M 0.03% 804

Other funds holding SW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Smurfit Westrock (SW) stake by 7.1% in Q3 2026, buying an estimated $17.2M and bringing the position to 5,588,481 shares worth $246M. The position accounts for 0.04% of the portfolio, ranked #484.

Dimensional Fund Advisors first reported a position in SW in Q3 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Dimensional Fund Advisors held 5,588,481 shares of Smurfit Westrock worth $246M as of Q3 2026.
  • Dimensional Fund Advisors bought 372,683 Smurfit Westrock shares in Q3 2026, an estimated $17.2M.
  • Smurfit Westrock made up 0.04% of Dimensional Fund Advisors's portfolio in Q3 2026, its #484 holding.
  • Dimensional Fund Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • 335 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

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