Dimensional Fund Advisors
TWIN icon

Dimensional Fund Advisors’s Twin Disc TWIN Stock Holding History

Dimensional Fund Advisors’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.2M Sell
610,412
-9,185
-1% -$155K ﹤0.01% 2279
2025
Q4 		$10.3M Sell
619,597
-3,038
-0.5% -$47.1K ﹤0.01% 2271
2025
Q3 		$8.68M Sell
622,635
-7,111
-1% -$76.9K ﹤0.01% 2355
2025
Q2 		$5.56M Buy
629,746
+7,777
+1% +$57.4K ﹤0.01% 2493
2025
Q1 		$4.71M Buy
621,969
+24,494
+4% +$238K ﹤0.01% 2511
2024
Q4 		$7.02M Buy
597,475
+20,470
+4% +$244K ﹤0.01% 2437
2024
Q3 		$7.21M Buy
577,005
+21,722
+4% +$278K ﹤0.01% 2408
2024
Q2 		$6.54M Buy
555,283
+16,452
+3% +$244K ﹤0.01% 2398
2024
Q1 		$8.91M Buy
538,831
+19,102
+4% +$299K ﹤0.01% 2356
2023
Q4 		$8.4M Buy
519,729
+7,015
+1% +$99.1K ﹤0.01% 2389
2023
Q3 		$7.03M Sell
512,714
-14,084
-3% -$182K ﹤0.01% 2409
2023
Q2 		$5.93M Buy
526,798
+916
+0.2% +$10K ﹤0.01% 2465
2023
Q1 		$5.06M Buy
525,882
+3,653
+0.7% +$38.1K ﹤0.01% 2485
2022
Q4 		$5.08K Buy
522,229
+1,822
+0.4% +$19.3K ﹤0.01% 2447
2022
Q3 		$5.97M Buy
520,407
+8,617
+2% +$85K ﹤0.01% 2363
2022
Q2 		$4.64M Buy
511,790
+5,333
+1% +$65.2K ﹤0.01% 2471
2022
Q1 		$8.43M Buy
506,457
+4,079
+0.8% +$53.5K ﹤0.01% 2366
2021
Q4 		$5.51M Sell
502,378
-15,071
-3% -$181K ﹤0.01% 2532
2021
Q3 		$5.52M Sell
517,449
-12,588
-2% -$165K ﹤0.01% 2552
2021
Q2 		$7.54M Sell
530,037
-11,111
-2% -$138K ﹤0.01% 2469
2021
Q1 		$5.17M Sell
541,148
-19,585
-3% -$174K ﹤0.01% 2569
2020
Q4 		$4.4M Sell
560,733
-30,742
-5% -$191K ﹤0.01% 2567
2020
Q3 		$2.99M Sell
591,475
-53,771
-8% -$322K ﹤0.01% 2624
2020
Q2 		$3.58M Sell
645,246
-38,710
-6% -$225K ﹤0.01% 2589
2020
Q1 		$4.77M Sell
683,956
-1,675
-0.2% -$15.7K ﹤0.01% 2424
2019
Q4 		$7.56M Sell
685,631
-39
-0% -$408 ﹤0.01% 2465
2019
Q3 		$7.26M Sell
685,670
-1,574
-0.2% -$18.7K ﹤0.01% 2472
2019
Q2 		$10.4M Buy
687,244
+10,749
+2% +$167K ﹤0.01% 2384
2019
Q1 		$11.3M Buy
676,495
+24,617
+4% +$420K ﹤0.01% 2356
2018
Q4 		$9.62M Buy
651,878
+36,891
+6% +$679K ﹤0.01% 2357
2018
Q3 		$14.2M Buy
614,987
+7,736
+1% +$197K 0.01% 2292
2018
Q2 		$15.1M Sell
607,251
-20,080
-3% -$509K 0.01% 2244
2018
Q1 		$13.6M Buy
627,331
+5,330
+0.9% +$139K 0.01% 2247
2017
Q4 		$16.5M Buy
622,001
+6,437
+1% +$158K 0.01% 2158
2017
Q3 		$11.5M Buy
615,564
+25,262
+4% +$438K 0.01% 2316
2017
Q2 		$9.53M Buy
590,302
+10,605
+2% +$191K ﹤0.01% 2374
2017
Q1 		$11.9M Buy
579,697
+12,256
+2% +$223K 0.01% 2253
2016
Q4 		$8.29M Buy
567,441
+12,975
+2% +$168K ﹤0.01% 2372
2016
Q3 		$6.64M Buy
554,466
+10,820
+2% +$120K ﹤0.01% 2419
2016
Q2 		$5.84M Buy
543,646
+17,647
+3% +$186K ﹤0.01% 2443
2016
Q1 		$5.33M Buy
525,999
+11,240
+2% +$108K ﹤0.01% 2471
2015
Q4 		$5.42M Sell
514,759
-1,967
-0.4% -$22.8K ﹤0.01% 2479
2015
Q3 		$6.41M Buy
516,726
+10,570
+2% +$157K ﹤0.01% 2409
2015
Q2 		$9.44M Sell
506,156
-1,225
-0.2% -$22.3K 0.01% 2295
2015
Q1 		$8.96M Sell
507,381
-3,448
-0.7% -$62.3K 0.01% 2290
2014
Q4 		$10.1M Buy
510,829
+3,456
+0.7% +$80.5K 0.01% 2241
2014
Q3 		$13.7M Buy
507,373
+9,768
+2% +$301K 0.01% 1960
2014
Q2 		$16.4M Buy
497,605
+2,114
+0.4% +$63.7K 0.01% 1838
2014
Q1 		$13.1M Buy
495,491
+10,529
+2% +$260K 0.01% 1964
2013
Q4 		$12.6M Buy
484,962
+3,421
+0.7% +$90.3K 0.01% 1983
2013
Q3 		$12.6M Sell
481,541
-1,533
-0.3% -$38.9K 0.01% 1894
2013
Q2 		$11.4M Buy
+483,074
New +$11.3M 0.01% 1889

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Twin Disc (TWIN) stake by 1.5% in Q1 2026, selling an estimated $155K and leaving 610,412 shares worth $9.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Dimensional Fund Advisors first reported a position in TWIN in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.5M in Q4 2017. 79 funds tracked by Wall St. Rank hold TWIN as of Q1 2026.

  • Dimensional Fund Advisors held 610,412 shares of Twin Disc worth $9.2M as of Q1 2026.
  • Dimensional Fund Advisors sold 9,185 Twin Disc shares in Q1 2026, an estimated $155K.
  • Twin Disc made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2279 holding.
  • Dimensional Fund Advisors first reported a position in Twin Disc in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Twin Disc position peaked at $16.5M in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Twin Disc as of Q1 2026.

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