Westwood Holdings shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Westwood Holdings
Tip: Access up to 7 years of quarterly data
All positions including Westwood Holdings held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Westwood Holdings by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 273k | 16.49 |
| 2025-06-30 | $4.3M | 278k | 15.60 |
| 2025-03-31 | $4.2M | 262k | 16.20 |
| 2024-12-31 | $3.8M | 259k | 14.51 |
| 2024-09-30 | $3.5M | 249k | 14.20 |
| 2024-06-30 | $3.0M | 244k | 12.18 |
| 2024-03-31 | $2.9M | 238k | 12.32 |
| 2023-12-31 | $2.9M | 234k | 12.57 |
| 2023-09-30 | $2.2M | 220k | 10.15 |
| 2023-06-30 | $2.9M | 237k | 12.40 |
| 2023-03-31 | $2.8M | 246k | 11.21 |
| 2022-12-31 | $2.7M | 246k | 11.13 |
| 2022-09-30 | $2.4M | 248k | 9.63 |
| 2022-06-30 | $3.5M | 251k | 13.80 |
| 2022-03-31 | $3.9M | 253k | 15.32 |
| 2021-12-31 | $4.5M | 263k | 16.94 |
| 2021-09-30 | $5.3M | 276k | 19.00 |
| 2021-06-30 | $6.0M | 278k | 21.76 |
| 2021-03-31 | $4.0M | 276k | 14.46 |
| 2020-12-31 | $4.3M | 299k | 14.50 |
| 2020-09-30 | $3.8M | 341k | 11.14 |
| 2020-06-30 | $5.8M | 368k | 15.75 |
| 2020-03-31 | $7.0M | 382k | 18.31 |
| 2019-12-31 | $12M | 394k | 29.62 |
| 2019-09-30 | $11M | 397k | 27.67 |
| 2019-06-30 | $14M | 392k | 35.20 |
| 2019-03-31 | $14M | 386k | 35.27 |
| 2018-12-31 | $13M | 374k | 34.00 |
| 2018-09-30 | $19M | 361k | 51.74 |
| 2018-06-30 | $21M | 354k | 59.54 |
| 2018-03-31 | $19M | 333k | 56.49 |
| 2017-12-31 | $21M | 314k | 66.21 |
| 2017-09-30 | $21M | 304k | 67.27 |
| 2017-06-30 | $16M | 288k | 56.69 |
| 2017-03-31 | $15M | 275k | 53.41 |
| 2016-12-31 | $16M | 259k | 59.99 |
| 2016-09-30 | $12M | 225k | 53.11 |
| 2016-06-30 | $12M | 222k | 51.80 |
| 2016-03-31 | $13M | 218k | 58.65 |
| 2015-12-31 | $11M | 210k | 52.09 |
| 2015-09-30 | $11M | 199k | 54.35 |
| 2015-03-31 | $12M | 191k | 60.30 |
| 2014-12-31 | $12M | 187k | 61.82 |
| 2014-09-30 | $10M | 182k | 56.69 |
| 2014-06-30 | $11M | 176k | 60.04 |
| 2014-03-31 | $12M | 197k | 62.69 |
| 2013-12-31 | $10M | 165k | 61.91 |
| 2013-09-30 | $7.8M | 162k | 48.05 |
| 2013-06-30 | $7.1M | 165k | 42.92 |