Dimensional Fund Advisors
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Dimensional Fund Advisors’s Perella Weinberg Partners PWP Stock Holding History

Dimensional Fund Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5M Buy
852,987
+267,859
+46% +$5.26M ﹤0.01% 2094
2025
Q4 		$10.1M Buy
585,128
+162,984
+39% +$3.04M ﹤0.01% 2280
2025
Q3 		$9M Buy
422,144
+266,385
+171% +$5.69M ﹤0.01% 2336
2025
Q2 		$3.03M Buy
155,759
+143,648
+1,186% +$2.54M ﹤0.01% 2650
2025
Q1 		$223K Sell
12,111
-52,341
-81% -$1.19M ﹤0.01% 3117
2024
Q4 		$1.54M Sell
64,452
-65,013
-50% -$1.51M ﹤0.01% 2845
2024
Q3 		$2.5M Sell
129,465
-102,264
-44% -$1.88M ﹤0.01% 2727
2024
Q2 		$3.77M Sell
231,729
-115,767
-33% -$1.75M ﹤0.01% 2587
2024
Q1 		$4.91M Buy
347,496
+50,281
+17% +$632K ﹤0.01% 2554
2023
Q4 		$3.63M Buy
297,215
+131,690
+80% +$1.43M ﹤0.01% 2646
2023
Q3 		$1.69M Buy
165,525
+132,334
+399% +$1.35M ﹤0.01% 2824
2023
Q2 		$276K Buy
+33,191
New +$274K ﹤0.01% 3178

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors's PWP Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Perella Weinberg Partners (PWP) stake by 46% in Q1 2026, buying an estimated $5.26M and bringing the position to 852,987 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Dimensional Fund Advisors first reported a position in PWP in Q2 2023 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Dimensional Fund Advisors held 852,987 shares of Perella Weinberg Partners worth $15.5M as of Q1 2026.
  • Dimensional Fund Advisors bought 267,859 Perella Weinberg Partners shares in Q1 2026, an estimated $5.26M.
  • Perella Weinberg Partners made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2094 holding.
  • Dimensional Fund Advisors first reported a position in Perella Weinberg Partners in Q2 2023 and has held it in 12 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.