Dimensional Fund Advisors LP Surgery Partners, Inc. Transaction History

Dimensional Fund Advisors LP

$449 Billion
Q3 2025

A detailed history of Dimensional Fund Advisors LP transactions in Surgery Partners, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 4,860,215 shares of SGRY stock, worth $74.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,860,215

Previous 3,871,259 25.55%

Holding current value

$74.3 Million

Previous $86.1 Million 22.21%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$21.01 - $23.84 $20.8 Million - $23.6 Million	988,956 Added 25.55%	4,860,215 $105 Million
Q2 2025 Aug 12, 2025	BUY	$19.3 - $23.94 $4.47 Million - $5.54 Million	231,603 Added 6.36%	3,871,259 $86.1 Million
Q1 2025 May 13, 2025	BUY	$19.85 - $25.87 $1.23 Million - $1.6 Million	61,795 Added 1.73%	3,639,656 $86.4 Million
Q4 2024 Feb 13, 2025	BUY	$19.61 - $33.03 $11.1 Million - $18.6 Million	563,812 Added 18.71%	3,577,861 $75.7 Million
Q3 2024 Nov 07, 2024	BUY	$23.08 - $33.69 $4.92 Million - $7.17 Million	212,958 Added 7.6%	3,014,049 $97.2 Million

Q2 2024 Aug 09, 2024	BUY	$23.04 - $28.88 $13.6 Million - $17 Million	589,499 Added 26.65%	2,801,091 $66.6 Million
Q1 2024 May 10, 2024	BUY	$27.52 - $35.07 $10.2 Million - $13 Million	371,380 Added 20.18%	2,211,592 $66 Million
Q4 2023 Feb 07, 2024	BUY	$22.32 - $35.51 $3.33 Million - $5.3 Million	149,146 Added 8.82%	1,840,212 $58.9 Million
Q3 2023 Nov 09, 2023	BUY	$28.3 - $44.54 $7.38 Million - $11.6 Million	260,915 Added 18.24%	1,691,066 $49.5 Million
Q2 2023 Aug 09, 2023	BUY	$34.13 - $45.09 $9.85 Million - $13 Million	288,504 Added 25.27%	1,430,151 $64.3 Million
Q1 2023 May 12, 2023	SELL	$26.3 - $35.94 $2.86 Million - $3.91 Million	-108,898 Reduced 8.71%	1,141,647 $39.4 Million
Q4 2022 Feb 09, 2023	SELL	$22.3 - $29.78 $1.73 Million - $2.32 Million	-77,783 Reduced 5.86%	1,250,545 $34.8 Million
Q3 2022 Nov 10, 2022	BUY	$23.4 - $39.38 $376,810 - $634,136	16,103 Added 1.23%	1,328,328 $31.1 Million
Q2 2022 Aug 12, 2022	BUY	$27.55 - $61.69 $1.13 Million - $2.53 Million	40,943 Added 3.22%	1,312,225 $38 Million
Q1 2022 May 13, 2022	SELL	$41.21 - $56.74 $1.99 Million - $2.74 Million	-48,212 Reduced 3.65%	1,271,282 $70 Million
Q4 2021 Feb 09, 2022	SELL	$37.9 - $54.36 $4.57 Million - $6.56 Million	-120,642 Reduced 8.38%	1,319,494 $70.5 Million
Q3 2021 Nov 12, 2021	SELL	$41.9 - $65.33 $3.18 Million - $4.96 Million	-75,939 Reduced 5.01%	1,440,136 $61 Million
Q2 2021 Aug 12, 2021	BUY	$42.6 - $67.05 $7.88 Million - $12.4 Million	184,999 Added 13.9%	1,516,075 $101 Million
Q1 2021 May 14, 2021	BUY	$27.6 - $44.26 $1.71 Million - $2.73 Million	61,789 Added 4.87%	1,331,076 $58.8 Million
Q4 2020 Feb 25, 2021	BUY	$21.71 - $29.01 $27.6 Million - $36.8 Million	1,269,287 New	1,269,287 $36.8 Million

Others Institutions Holding SGRY

# of Institutions

235

Shares Held

144M

Call Options Held

4.35M

Put Options Held

2.02M

View Full List

About Surgery Partners, Inc.

Ticker SGRY
Exchange NASDAQ
Sector Healthcare
Industry Medical Care Facilities
Shares Outstandng 89,935,296
Market Cap $1.37B
Description
Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency...

More about SGRY

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Dimensional Fund Advisors LP Surgery Partners, Inc. Transaction History