Dimensional Fund Advisors
SWIM icon

Dimensional Fund Advisors’s Latham Group SWIM Stock Holding History

Dimensional Fund Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1M Buy
3,370,146
+470,123
+16% +$3M ﹤0.01% 2020
2025
Q4 		$18.4M Buy
2,900,023
+158,304
+6% +$1.11M ﹤0.01% 2006
2025
Q3 		$20.9M Buy
2,741,719
+118,497
+5% +$872K ﹤0.01% 1969
2025
Q2 		$16.7M Buy
2,623,222
+160,659
+7% +$934K ﹤0.01% 2055
2025
Q1 		$15.8M Buy
2,462,563
+367,571
+18% +$2.47M ﹤0.01% 2051
2024
Q4 		$14.6M Buy
2,094,992
+458,604
+28% +$3.07M ﹤0.01% 2149
2024
Q3 		$11.1M Buy
1,636,388
+294,246
+22% +$1.43M ﹤0.01% 2259
2024
Q2 		$4.07M Buy
1,342,142
+234,930
+21% +$819K ﹤0.01% 2562
2024
Q1 		$4.38M Buy
1,107,212
+59,022
+6% +$168K ﹤0.01% 2587
2023
Q4 		$2.76M Buy
1,048,190
+274,268
+35% +$679K ﹤0.01% 2719
2023
Q3 		$2.17M Buy
773,922
+563,688
+268% +$2.04M ﹤0.01% 2757
2023
Q2 		$780K Buy
210,234
+129,484
+160% +$396K ﹤0.01% 2971
2023
Q1 		$231K Buy
80,750
+46,232
+134% +$162K ﹤0.01% 3177
2022
Q4 		$111 Buy
34,518
+9,406
+37% +$33.9K ﹤0.01% 3311
2022
Q3 		$90K Sell
25,112
-6,635
-21% -$37.9K ﹤0.01% 3353
2022
Q2 		$220K Buy
+31,747
New +$337K ﹤0.01% 3237

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return