Dimensional Fund Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
290,202
+111,725
| +63% | +$463K | ﹤0.01% | 2859 |
|
|
2025
Q1 | $975K | Sell |
178,477
-2
| -0% | -$11 | ﹤0.01% | 2889 |
|
|
2024
Q4 | $1.05M | Sell |
178,479
-13,280
| -7% | -$77.9K | ﹤0.01% | 2905 |
|
|
2024
Q3 | $1.63M | Buy |
191,759
+14,243
| +8% | +$121K | ﹤0.01% | 2824 |
|
|
2024
Q2 | $1.23M | Sell |
177,516
-522
| -0.3% | -$3.62K | ﹤0.01% | 2876 |
|
|
2024
Q1 | $1.29M | Buy |
178,038
+75,821
| +74% | +$550K | ﹤0.01% | 2880 |
|
|
2023
Q4 | $731K | Buy |
102,217
+43,716
| +75% | +$313K | ﹤0.01% | 2984 |
|
|
2023
Q3 | $284K | Buy |
+58,501
| New | +$284K | ﹤0.01% | 3150 |
|