Dimensional Fund Advisors’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
155,759
+143,648
| +1,186% | +$2.79M | ﹤0.01% | 2650 |
|
|
2025
Q1 | $223K | Sell |
12,111
-52,341
| -81% | -$963K | ﹤0.01% | 3117 |
|
|
2024
Q4 | $1.54M | Sell |
64,452
-65,013
| -50% | -$1.55M | ﹤0.01% | 2845 |
|
|
2024
Q3 | $2.5M | Sell |
129,465
-102,264
| -44% | -$1.97M | ﹤0.01% | 2727 |
|
|
2024
Q2 | $3.77M | Sell |
231,729
-115,767
| -33% | -$1.88M | ﹤0.01% | 2587 |
|
|
2024
Q1 | $4.91M | Buy |
347,496
+50,281
| +17% | +$710K | ﹤0.01% | 2554 |
|
|
2023
Q4 | $3.63M | Buy |
297,215
+131,690
| +80% | +$1.61M | ﹤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 | +$276K | ﹤0.01% | 3178 |
|