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
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% -$9.54M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Vertiv (VRT) stake by 0.09% in Q2 2026, buying an estimated $681K and bringing the position to 2,423,954 shares worth $811M. The position accounts for 0.15% of the portfolio, ranked #89.

Dimensional Fund Advisors first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Dimensional Fund Advisors held 2,423,954 shares of Vertiv worth $811M as of Q2 2026.
  • Dimensional Fund Advisors bought 2,146 Vertiv shares in Q2 2026, an estimated $681K.
  • Vertiv made up 0.15% of Dimensional Fund Advisors's portfolio in Q2 2026, its #89 holding.
  • Dimensional Fund Advisors first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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