Dimensional Fund Advisors
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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
Q2 		$24.5M Buy
3,791,852
+421,706
+13% +$2.37M ﹤0.01% 1957
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
New +$284K ﹤0.01% 3177
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 $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Latham Group (SWIM) stake by 13% in Q2 2026, buying an estimated $2.37M and bringing the position to 3,791,852 shares worth $24.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Dimensional Fund Advisors first reported a position in SWIM in Q2 2022 and has held it in 16 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Dimensional Fund Advisors held 3,791,852 shares of Latham Group worth $24.5M as of Q2 2026.
  • Dimensional Fund Advisors bought 421,706 Latham Group shares in Q2 2026, an estimated $2.37M.
  • Latham Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1957 holding.
  • Dimensional Fund Advisors first reported a position in Latham Group in Q2 2022 and has held it in 16 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

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