Dimensional Fund Advisors’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-49,449
| Closed | -$841K | – | 3298 |
|
|
2026
Q1 | $841K | Buy |
49,449
+90
| +0.2% | +$1.54K | ﹤0.01% | 2872 |
|
|
2025
Q4 | $849K | Hold |
49,359
| – | – | ﹤0.01% | 2883 |
|
|
2025
Q3 | $718K | Buy |
49,359
+762
| +2% | +$11.3K | ﹤0.01% | 2939 |
|
|
2025
Q2 | $717K | Sell |
48,597
-10,047
| -17% | -$142K | ﹤0.01% | 2935 |
|
|
2025
Q1 | $808K | Hold |
58,644
| – | – | ﹤0.01% | 2917 |
|
|
2024
Q4 | $737K | Buy |
58,644
+4,186
| +8% | +$54.4K | ﹤0.01% | 2974 |
|
|
2024
Q3 | $746K | Buy |
54,458
+16,460
| +43% | +$223K | ﹤0.01% | 2958 |
|
|
2024
Q2 | $511K | Buy |
37,998
+17,532
| +86% | +$239K | ﹤0.01% | 3022 |
|
|
2024
Q1 | $283K | Hold |
20,466
| – | – | ﹤0.01% | 3141 |
|
|
2023
Q4 | $284K | Hold |
20,466
| – | – | ﹤0.01% | 3143 |
|
|
2023
Q3 | $255K | Sell |
20,466
-7
| -0% | -$89 | ﹤0.01% | 3174 |
|
|
2023
Q2 | $272K | Hold |
20,473
| – | – | ﹤0.01% | 3184 |
|
|
2023
Q1 | $290K | Buy |
+20,473
| New | +$301K | ﹤0.01% | 3130 |
|
|
2022
Q3 | $274K | Buy |
20,302
+3,946
| +24% | +$54.9K | ﹤0.01% | 3179 |
|
|
2022
Q2 | $226K | Buy |
16,356
+1,652
| +11% | +$24.6K | ﹤0.01% | 3235 |
|
|
2022
Q1 | $197K | Buy |
+14,704
| New | +$218K | ﹤0.01% | 3316 |
|
Other funds holding SWKH
Dimensional Fund Advisors's SWKH Position: Q2 2026 in Review
Dimensional Fund Advisors sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 49,449 shares — an estimated $841K sold.
Dimensional Fund Advisors first reported a position in SWKH in Q1 2022 and held it in 16 quarters. The position peaked at $849K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.
- Dimensional Fund Advisors reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
- Dimensional Fund Advisors sold 49,449 SWK Holdings shares in Q2 2026, an estimated $841K.
- Dimensional Fund Advisors first reported a position in SWK Holdings in Q1 2022 and held it in 16 quarters.
- Dimensional Fund Advisors's SWK Holdings position peaked at $849K in Q4 2025.
- 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.