Dimensional Fund Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Westwood Holdings by Dimensional Fund Advisors

Quarter filed Position value Share count Share price at filing
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