Dimensional Fund Advisors
WGS icon

Dimensional Fund Advisors’s GeneDx Holdings WGS Stock Holding History

Dimensional Fund Advisors’s Portfolio WGS Stock Details WGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.8M Buy
287,165
+6,546
+2% +$507K ﹤0.01% 2007
2026
Q2 		$19.3M Buy
280,619
+14,828
+6% +$843K ﹤0.01% 2055
2026
Q1 		$17.1M Buy
265,791
+156,603
+143% +$14.3M ﹤0.01% 2042
2025
Q4 		$14.2M Sell
109,188
-19,194
-15% -$2.63M ﹤0.01% 2145
2025
Q3 		$13.8M Buy
128,382
+3,629
+3% +$395K ﹤0.01% 2172
2025
Q2 		$11.5M Buy
124,753
+109,829
+736% +$8.62M ﹤0.01% 2224
2025
Q1 		$1.32M Buy
14,924
+870
+6% +$75.5K ﹤0.01% 2817
2024
Q4 		$1.08M Buy
+14,054
New +$982K ﹤0.01% 2896

Other funds holding WGS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

Dimensional Fund Advisors increased its GeneDx Holdings (WGS) stake by 2.3% in Q3 2026, buying an estimated $507K and bringing the position to 287,165 shares worth $20.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Dimensional Fund Advisors first reported a position in WGS in Q4 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

  • Dimensional Fund Advisors held 287,165 shares of GeneDx Holdings worth $20.8M as of Q3 2026.
  • Dimensional Fund Advisors bought 6,546 GeneDx Holdings shares in Q3 2026, an estimated $507K.
  • GeneDx Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2007 holding.
  • Dimensional Fund Advisors first reported a position in GeneDx Holdings in Q4 2024 and has held it in 8 quarters since.
  • 48 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

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