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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors's UWMC Position: Q2 2026 in Review

Dimensional Fund Advisors increased its UWM Holdings (UWMC) stake by 1,618% in Q2 2026, buying an estimated $7.38M and bringing the position to 2,522,552 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Dimensional Fund Advisors first reported a position in UWMC in Q3 2023 and has held it in 12 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Dimensional Fund Advisors held 2,522,552 shares of UWM Holdings worth $5.78M as of Q2 2026.
Dimensional Fund Advisors bought 2,375,728 UWM Holdings shares in Q2 2026, an estimated $7.38M.
UWM Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2500 holding.
Dimensional Fund Advisors first reported a position in UWM Holdings in Q3 2023 and has held it in 12 quarters since.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.