Dimensional Fund Advisors
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Dimensional Fund Advisors’s Western Midstream Partners WES Stock Holding History

Dimensional Fund Advisors’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,820
Closed -$517K – 3293
2026
Q2 		$517K Sell
11,820
-144
-1% -$6.2K ﹤0.01% 2966
2026
Q1 		$493K Sell
11,964
-15,861
-57% -$656K ﹤0.01% 2943
2025
Q4 		$1.1M Buy
+27,825
New +$1.08M ﹤0.01% 2848

Other funds holding WES

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Dimensional Fund Advisors sold out of Western Midstream Partners (WES) in Q3 2026, closing a stake of 11,820 shares — an estimated $517K sold.

Dimensional Fund Advisors first reported a position in WES in Q4 2025 and held it in 3 quarters. The position peaked at $1.1M in Q4 2025. 204 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Dimensional Fund Advisors reported no remaining Western Midstream Partners position as of Q3 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 11,820 Western Midstream Partners shares in Q3 2026, an estimated $517K.
  • Dimensional Fund Advisors first reported a position in Western Midstream Partners in Q4 2025 and held it in 3 quarters.
  • Dimensional Fund Advisors's Western Midstream Partners position peaked at $1.1M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

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