Dimensional Fund Advisors
SW

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Smurfit Westrock (SW) stake by 7.6% in Q2 2026, buying an estimated $15.2M and bringing the position to 5,215,798 shares worth $241M. The position accounts for 0.04% of the portfolio, ranked #524.

Dimensional Fund Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Dimensional Fund Advisors held 5,215,798 shares of Smurfit Westrock worth $241M as of Q2 2026.
  • Dimensional Fund Advisors bought 367,668 Smurfit Westrock shares in Q2 2026, an estimated $15.2M.
  • Smurfit Westrock made up 0.04% of Dimensional Fund Advisors's portfolio in Q2 2026, its #524 holding.
  • Dimensional Fund Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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