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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

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All positions including Westwood Holdings held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westwood Holdings by Dimensional Fund Advisors

Quarter filed Position value Share count Share price at filing
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