Dimensional Fund Advisors
NWLI

Dimensional Fund Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Dimensional Fund Advisors’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-193,647
Closed -$96.2M – 3423
2024
Q2 		$96.2M Sell
193,647
-24,619
-11% -$12.1M 0.03% 993
2024
Q1 		$107M Sell
218,266
-11,105
-5% -$5.39M 0.03% 888
2023
Q4 		$111M Sell
229,371
-6,674
-3% -$3.17M 0.03% 825
2023
Q3 		$103M Buy
236,045
+8,303
+4% +$3.65M 0.03% 763
2023
Q2 		$94.6M Sell
227,742
-3,037
-1% -$968K 0.03% 887
2023
Q1 		$56M Buy
230,779
+3,898
+2% +$1.02M 0.02% 1237
2022
Q4 		$63.8K Sell
226,881
-782
-0.3% -$167K 0.02% 1117
2022
Q3 		$38.9M Buy
227,663
+922
+0.4% +$179K 0.01% 1421
2022
Q2 		$46M Buy
226,741
+4,780
+2% +$978K 0.02% 1349
2022
Q1 		$46.7M Sell
221,961
-96
-0% -$20.5K 0.01% 1463
2021
Q4 		$47.6M Sell
222,057
-7,643
-3% -$1.66M 0.01% 1446
2021
Q3 		$48.4M Sell
229,700
-11,325
-5% -$2.46M 0.02% 1433
2021
Q2 		$54.1M Sell
241,025
-1,809
-0.7% -$431K 0.02% 1385
2021
Q1 		$60.5M Sell
242,834
-5,120
-2% -$1.1M 0.02% 1270
2020
Q4 		$51.2M Sell
247,954
-1,473
-0.6% -$286K 0.02% 1349
2020
Q3 		$45.6M Buy
249,427
+492
+0.2% +$101K 0.02% 1281
2020
Q2 		$50.6M Sell
248,935
-1,410
-0.6% -$269K 0.02% 1185
2020
Q1 		$43.1M Buy
250,345
+1,005
+0.4% +$246K 0.02% 1150
2019
Q4 		$72.5M Sell
249,340
-2,235
-0.9% -$599K 0.03% 1045
2019
Q3 		$67.5M Buy
251,575
+1,717
+0.7% +$452K 0.03% 1069
2019
Q2 		$64.2M Sell
249,858
-1,286
-0.5% -$342K 0.02% 1153
2019
Q1 		$65.9M Buy
251,144
+3,356
+1% +$984K 0.03% 1090
2018
Q4 		$74.5M Buy
247,788
+15,394
+7% +$4.51M 0.03% 819
2018
Q3 		$74.2M Buy
232,394
+10,351
+5% +$3.33M 0.03% 997
2018
Q2 		$68.2M Buy
222,043
+11,571
+5% +$3.61M 0.03% 1055
2018
Q1 		$64.2M Buy
210,472
+7,746
+4% +$2.47M 0.03% 1052
2017
Q4 		$67.1M Buy
202,726
+4,521
+2% +$1.58M 0.03% 1003
2017
Q3 		$69.2M Buy
198,205
+2,351
+1% +$789K 0.03% 916
2017
Q2 		$62.6M Buy
195,854
+7,820
+4% +$2.44M 0.03% 968
2017
Q1 		$57.2M Buy
188,034
+5,280
+3% +$1.63M 0.03% 1035
2016
Q4 		$56.8M Buy
182,754
+5,552
+3% +$1.39M 0.03% 997
2016
Q3 		$36.4M Buy
177,202
+874
+0.5% +$172K 0.02% 1389
2016
Q2 		$34.4M Sell
176,328
-18
-0% -$3.85K 0.02% 1362
2016
Q1 		$40.7M Hold
176,346
– – 0.02% 1152
2015
Q4 		$44.4M Buy
+176,346
New +$44.9M 0.03% 971

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Dimensional Fund Advisors's NWLI Position: Q3 2024 in Review

Dimensional Fund Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 193,647 shares — an estimated $96.2M sold.

Dimensional Fund Advisors first reported a position in NWLI in Q4 2015 and held it in 35 quarters. The position peaked at $111M in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

  • Dimensional Fund Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 193,647 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $96.2M.
  • Dimensional Fund Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 35 quarters.
  • Dimensional Fund Advisors's National Western Life Group, Inc. Class A position peaked at $111M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Dimensional Fund Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.