Dimensional Fund Advisors
VRT icon

Dimensional Fund Advisors’s Vertiv VRT Stock Holding History

Dimensional Fund Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$485M Sell
2,011,012
-412,942
-17% -$112M 0.09% 201
2026
Q2 		$811M Buy
2,423,954
+2,146
+0.1% +$681K 0.15% 89
2026
Q1 		$606M Sell
2,421,808
-246,389
-9% -$54.7M 0.13% 119
2025
Q4 		$432M Sell
2,668,197
-54,944
-2% -$9.5M 0.09% 187
2025
Q3 		$411M Sell
2,723,141
-170,274
-6% -$22.7M 0.09% 200
2025
Q2 		$372M Buy
2,893,415
+53,551
+2% +$5.21M 0.09% 214
2025
Q1 		$205M Buy
2,839,864
+182,937
+7% +$19.5M 0.05% 458
2024
Q4 		$302M Sell
2,656,927
-12,083
-0.5% -$1.43M 0.07% 278
2024
Q3 		$266M Buy
2,669,010
+195,806
+8% +$16.2M 0.06% 344
2024
Q2 		$214M Buy
2,473,204
+355,059
+17% +$32.3M 0.06% 403
2024
Q1 		$173M Buy
2,118,145
+114,720
+6% +$7.21M 0.05% 522
2023
Q4 		$96.2M Buy
2,003,425
+4,923
+0.2% +$210K 0.03% 931
2023
Q3 		$74.3M Buy
1,998,502
+675,331
+51% +$22.3M 0.02% 1030
2023
Q2 		$32.8M Buy
+1,323,171
New +$22.7M 0.01% 1649

Other funds holding VRT

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Vertiv (VRT) stake by 17% in Q3 2026, selling an estimated $112M and leaving 2,011,012 shares worth $485M. The position accounts for 0.09% of the portfolio, ranked #201.

Dimensional Fund Advisors first reported a position in VRT in Q2 2023 and has held it in 14 quarters since. The position peaked at $811M in Q2 2026. 902 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Dimensional Fund Advisors held 2,011,012 shares of Vertiv worth $485M as of Q3 2026.
  • Dimensional Fund Advisors sold 412,942 Vertiv shares in Q3 2026, an estimated $112M.
  • Vertiv made up 0.09% of Dimensional Fund Advisors's portfolio in Q3 2026, its #201 holding.
  • Dimensional Fund Advisors first reported a position in Vertiv in Q2 2023 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Vertiv position peaked at $811M in Q2 2026.
  • 902 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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