Dimensional Fund Advisors
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors increased its UWM Holdings (UWMC) stake by 165% in Q1 2026, buying an estimated $420K and bringing the position to 146,824 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Dimensional Fund Advisors first reported a position in UWMC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Dimensional Fund Advisors held 146,824 shares of UWM Holdings worth $532K as of Q1 2026.
  • Dimensional Fund Advisors bought 91,315 UWM Holdings shares in Q1 2026, an estimated $420K.
  • UWM Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2932 holding.
  • Dimensional Fund Advisors first reported a position in UWM Holdings in Q3 2023 and has held it in 11 quarters since.
  • Dimensional Fund Advisors's UWM Holdings position peaked at $1.63M in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

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