Dimensional Fund Advisors
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Dimensional Fund Advisors’s Warner Music WMG Stock Holding History

Dimensional Fund Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9M Buy
1,031,138
+67,971
+7% +$2.02M 0.01% 1886
2026
Q1 		$24.6M Sell
963,167
-1,555
-0.2% -$44.1K 0.01% 1875
2025
Q4 		$29.6M Buy
964,722
+110,264
+13% +$3.37M 0.01% 1783
2025
Q3 		$29.1M Buy
854,458
+22,120
+3% +$705K 0.01% 1815
2025
Q2 		$22.7M Buy
832,338
+34,464
+4% +$962K 0.01% 1910
2025
Q1 		$25M Buy
797,874
+53,525
+7% +$1.74M 0.01% 1836
2024
Q4 		$23.1M Buy
744,349
+14,149
+2% +$453K 0.01% 1936
2024
Q3 		$22.9M Buy
730,200
+166,258
+29% +$4.93M 0.01% 1949
2024
Q2 		$17.3M Buy
563,942
+138,251
+32% +$4.44M ﹤0.01% 2025
2024
Q1 		$14.1M Buy
425,691
+41,311
+11% +$1.45M ﹤0.01% 2163
2023
Q4 		$13.8M Buy
384,380
+51,924
+16% +$1.71M ﹤0.01% 2169
2023
Q3 		$10.4M Buy
332,456
+42,833
+15% +$1.34M ﹤0.01% 2226
2023
Q2 		$7.56M Buy
289,623
+4,336
+2% +$120K ﹤0.01% 2375
2023
Q1 		$9.52M Buy
+285,287
New +$9.61M ﹤0.01% 2252
2022
Q3 		$5.28M Buy
227,384
+14,163
+7% +$390K ﹤0.01% 2408
2022
Q2 		$5.2M Buy
213,221
+49,116
+30% +$1.47M ﹤0.01% 2434
2022
Q1 		$6.21M Buy
164,105
+63,439
+63% +$2.4M ﹤0.01% 2474
2021
Q4 		$4.35M Buy
100,666
+13,437
+15% +$604K ﹤0.01% 2610
2021
Q3 		$3.73M Buy
87,229
+66,477
+320% +$2.53M ﹤0.01% 2664
2021
Q2 		$748K Buy
20,752
+788
+4% +$28.3K ﹤0.01% 3085
2021
Q1 		$685K Buy
19,964
+6,490
+48% +$232K ﹤0.01% 3080
2020
Q4 		$512K Buy
13,474
+420
+3% +$12.8K ﹤0.01% 3090
2020
Q3 		$375K Buy
+13,054
New +$381K ﹤0.01% 3118

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Warner Music (WMG) stake by 7.1% in Q2 2026, buying an estimated $2.02M and bringing the position to 1,031,138 shares worth $27.9M. The position accounts for 0.01% of the portfolio, ranked #1886.

Dimensional Fund Advisors first reported a position in WMG in Q3 2020 and has held it in 23 quarters since. The position peaked at $29.6M in Q4 2025. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Dimensional Fund Advisors held 1,031,138 shares of Warner Music worth $27.9M as of Q2 2026.
  • Dimensional Fund Advisors bought 67,971 Warner Music shares in Q2 2026, an estimated $2.02M.
  • Warner Music made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1886 holding.
  • Dimensional Fund Advisors first reported a position in Warner Music in Q3 2020 and has held it in 23 quarters since.
  • Dimensional Fund Advisors's Warner Music position peaked at $29.6M in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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