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
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 Sell
113,160
-367,764
-76% -$2.27M ﹤0.01% 2974
2022
Q4 		$2.77K Sell
480,924
-110,399
-19% -$603K ﹤0.01% 2630
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 $456M AUM 896.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors's BW Position: Q2 2025 in Review

Dimensional Fund Advisors sold out of Babcock & Wilcox (BW) in Q2 2025, closing a stake of 34,739 shares — an estimated $23.4K sold.

Dimensional Fund Advisors first reported a position in BW in Q3 2015 and held it in 25 quarters. The position peaked at $26.4M in Q2 2017. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

  • Dimensional Fund Advisors reported no remaining Babcock & Wilcox position as of Q2 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 34,739 Babcock & Wilcox shares in Q2 2025, an estimated $23.4K.
  • Dimensional Fund Advisors first reported a position in Babcock & Wilcox in Q3 2015 and held it in 25 quarters.
  • Dimensional Fund Advisors's Babcock & Wilcox position peaked at $26.4M in Q2 2017.
  • 73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Dimensional Fund Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.