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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.03M Buy
2025
Q1
$223K Sell
2024
Q4
$1.54M Sell
2024
Q3
$2.5M Sell
2024
Q2
$3.77M Sell
2024
Q1
$4.91M Buy
2023
Q4
$3.63M Buy
2023
Q3
$1.69M Buy
2023
Q2
$276K Buy