Dimensional Fund Advisors
SUNW

Dimensional Fund Advisors’s Sunworks, Inc. SUNW Stock Holding History

Dimensional Fund Advisors’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,900
Closed -$35.9K – 3533
2023
Q1 		$35.9K Hold
24,900
– – ﹤0.01% 3410
2022
Q4 		$39 Buy
24,900
+5,128
+26% +$11.5K ﹤0.01% 3418
2022
Q3 		$55K Hold
19,772
– – ﹤0.01% 3396
2022
Q2 		$31K Buy
+19,772
New +$37.7K ﹤0.01% 3431

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors's SUNW Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Sunworks, Inc. (SUNW) in Q2 2023, closing a stake of 24,900 shares — an estimated $35.9K sold.

Dimensional Fund Advisors first reported a position in SUNW in Q2 2022 and held it in 4 quarters. The position peaked at $55K in Q3 2022. 40 funds tracked by Wall St. Rank hold SUNW as of Q2 2023.

  • Dimensional Fund Advisors reported no remaining Sunworks, Inc. position as of Q2 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 24,900 Sunworks, Inc. shares in Q2 2023, an estimated $35.9K.
  • Dimensional Fund Advisors first reported a position in Sunworks, Inc. in Q2 2022 and held it in 4 quarters.
  • Dimensional Fund Advisors's Sunworks, Inc. position peaked at $55K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.