Dimensional Fund Advisors
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Dimensional Fund Advisors’s Babcock & Wilcox BW Stock Holding History

Dimensional Fund Advisors’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$989K Buy
+70,176
New +$1.19M ﹤0.01% 2865
2025
Q2 		– Sell
-34,739
Closed -$23.4K – 3281
2025
Q1 		$23.4K Hold
34,739
– – ﹤0.01% 3296
2024
Q4 		$57K Buy
+34,739
New +$73.5K ﹤0.01% 3281
2023
Q4 		– Sell
-69,177
Closed -$291K – 3420
2023
Q3 		$291K Sell
69,177
-20,464
-23% -$107K ﹤0.01% 3146
2023
Q2 		$529K Sell
89,641
-23,519
-21% -$138K ﹤0.01% 3053
2023
Q1 		$686K Buy
+113,160
New +$698K ﹤0.01% 2974
2022
Q3 		$3.77M Buy
591,323
+228,319
+63% +$1.7M ﹤0.01% 2515
2022
Q2 		$2.19M Buy
+363,004
New +$2.54M ﹤0.01% 2713
2019
Q4 		– Sell
-71,717
Closed -$344K – 3384
2019
Q3 		$344K Sell
71,717
-17,175
-19% -$65.8K ﹤0.01% 3203
2019
Q2 		$305K Sell
88,892
-101,946
-53% -$393K ﹤0.01% 3263
2019
Q1 		$785K Sell
190,838
-314,332
-62% -$1.73M ﹤0.01% 3091
2018
Q4 		$1.97M Sell
505,170
-34,668
-6% -$308K ﹤0.01% 2878
2018
Q3 		$5.56M Sell
539,838
-72,927
-12% -$1.21M ﹤0.01% 2648
2018
Q2 		$14.6M Buy
612,765
+438,535
+252% +$11.6M 0.01% 2257
2018
Q1 		$7.61M Buy
174,230
+11,345
+7% +$659K ﹤0.01% 2474
2017
Q4 		$9.25M Buy
162,885
+43,957
+37% +$1.99M ﹤0.01% 2406
2017
Q3 		$3.96M Sell
118,928
-105,482
-47% -$6.48M ﹤0.01% 2674
2017
Q2 		$26.4M Buy
224,410
+20,917
+10% +$2.16M 0.01% 1842
2017
Q1 		$19M Buy
203,493
+45,824
+29% +$6.42M 0.01% 2029
2016
Q4 		$26.2M Buy
157,669
+9,649
+7% +$1.54M 0.01% 1780
2016
Q3 		$24.4M Buy
148,020
+2,189
+2% +$351K 0.01% 1758
2016
Q2 		$21.4M Buy
145,831
+46,722
+47% +$9.97M 0.01% 1775
2016
Q1 		$21.2M Buy
99,109
+31,951
+48% +$6.37M 0.01% 1769
2015
Q4 		$14M Buy
67,158
+33,433
+99% +$6.1M 0.01% 2042
2015
Q3 		$5.67M Buy
+33,725
New +$6.22M ﹤0.01% 2461

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors opened a new position in Babcock & Wilcox (BW) in Q2 2026: 70,176 shares worth $989K. The stake represents ﹤0.01% of the portfolio and ranks #2865 among its holdings. This is a return to the name: Dimensional Fund Advisors previously reported a position in BW as recently as Q1 2025.

Dimensional Fund Advisors first reported a position in BW in Q3 2015 and has held it in 25 quarters since. The position peaked at $26.4M in Q2 2017. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Dimensional Fund Advisors held 70,176 shares of Babcock & Wilcox worth $989K as of Q2 2026.
  • Babcock & Wilcox was a new Dimensional Fund Advisors position in Q2 2026.
  • Babcock & Wilcox made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2865 holding.
  • Dimensional Fund Advisors first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 25 quarters since.
  • Dimensional Fund Advisors's Babcock & Wilcox position peaked at $26.4M in Q2 2017.
  • 201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

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