Dimensional Fund Advisors’s UWM Holdings UWMC Stock Holding History

Dimensional Fund Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$722K	Sell	611,188 -1,911,364	-76%	-$3.07M	﹤0.01%	2885
2026 Q2	$5.78M	Buy	2,522,552 +2,375,728	+1,618%	+$7.38M	﹤0.01%	2500
2026 Q1	$532K	Buy	146,824 +91,315	+165%	+$420K	﹤0.01%	2932
2025 Q4	$243K	Buy	55,509 +2,329	+4%	+$12.5K	﹤0.01%	3067
2025 Q3	$324K	Sell	53,180 -237,022	-82%	-$1.24M	﹤0.01%	3062
2025 Q2	$1.2M	Buy	290,202 +111,725	+63%	+$491K	﹤0.01%	2859
2025 Q1	$975K	Sell	178,477 -2	-0%	-$12	﹤0.01%	2889
2024 Q4	$1.05M	Sell	178,479 -13,280	-7%	-$86.4K	﹤0.01%	2905
2024 Q3	$1.63M	Buy	191,759 +14,243	+8%	+$120K	﹤0.01%	2824
2024 Q2	$1.23M	Sell	177,516 -522	-0.3%	-$3.59K	﹤0.01%	2876
2024 Q1	$1.29M	Buy	178,038 +75,821	+74%	+$512K	﹤0.01%	2880
2023 Q4	$731K	Buy	102,217 +43,716	+75%	+$247K	﹤0.01%	2984
2023 Q3	$284K	Buy	+58,501	New	+$337K	﹤0.01%	3150

Other funds holding UWMC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Dimensional Fund Advisors's UWMC Position: Q3 2026 in Review

Dimensional Fund Advisors reduced its UWM Holdings (UWMC) stake by 76% in Q3 2026, selling an estimated $3.07M and leaving 611,188 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Dimensional Fund Advisors first reported a position in UWMC in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.78M in Q2 2026. 95 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Dimensional Fund Advisors held 611,188 shares of UWM Holdings worth $722K as of Q3 2026.
Dimensional Fund Advisors sold 1,911,364 UWM Holdings shares in Q3 2026, an estimated $3.07M.
UWM Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2885 holding.
Dimensional Fund Advisors first reported a position in UWM Holdings in Q3 2023 and has held it in 13 quarters since.
Dimensional Fund Advisors's UWM Holdings position peaked at $5.78M in Q2 2026.
95 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.