Dimensional Fund Advisors
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Dimensional Fund Advisors’s Westwood Holdings Group WHG Stock Holding History

Dimensional Fund Advisors’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.61M Buy
279,685
+5,169
+2% +$88K ﹤0.01% 2521
2025
Q4 		$4.72M Buy
274,516
+1,428
+0.5% +$24K ﹤0.01% 2544
2025
Q3 		$4.5M Sell
273,088
-5,191
-2% -$89.4K ﹤0.01% 2575
2025
Q2 		$4.34M Buy
278,279
+16,687
+6% +$260K ﹤0.01% 2570
2025
Q1 		$4.24M Buy
261,592
+2,787
+1% +$43.5K ﹤0.01% 2543
2024
Q4 		$3.75M Buy
258,805
+9,992
+4% +$153K ﹤0.01% 2619
2024
Q3 		$3.53M Buy
248,813
+4,916
+2% +$63K ﹤0.01% 2632
2024
Q2 		$2.97M Buy
243,897
+5,793
+2% +$72.4K ﹤0.01% 2655
2024
Q1 		$2.93M Buy
238,104
+3,811
+2% +$45.9K ﹤0.01% 2695
2023
Q4 		$2.95M Buy
234,293
+14,019
+6% +$148K ﹤0.01% 2700
2023
Q3 		$2.24M Sell
220,274
-17,160
-7% -$187K ﹤0.01% 2744
2023
Q2 		$2.94M Sell
237,434
-8,271
-3% -$101K ﹤0.01% 2677
2023
Q1 		$2.75M Sell
245,705
-116
-0% -$1.43K ﹤0.01% 2660
2022
Q4 		$2.74K Sell
245,821
-1,949
-0.8% -$20.5K ﹤0.01% 2634
2022
Q3 		$2.39M Sell
247,770
-2,953
-1% -$36.4K ﹤0.01% 2657
2022
Q2 		$3.46M Sell
250,723
-2,166
-0.9% -$33.4K ﹤0.01% 2566
2022
Q1 		$3.87M Sell
252,889
-10,242
-4% -$174K ﹤0.01% 2612
2021
Q4 		$4.46M Sell
263,131
-13,255
-5% -$234K ﹤0.01% 2596
2021
Q3 		$5.25M Sell
276,386
-1,373
-0.5% -$29.8K ﹤0.01% 2570
2021
Q2 		$6.04M Buy
277,759
+1,523
+0.6% +$28.9K ﹤0.01% 2549
2021
Q1 		$3.99M Sell
276,236
-22,495
-8% -$344K ﹤0.01% 2648
2020
Q4 		$4.33M Sell
298,731
-42,462
-12% -$512K ﹤0.01% 2569
2020
Q3 		$3.8M Sell
341,193
-26,928
-7% -$331K ﹤0.01% 2537
2020
Q2 		$5.8M Sell
368,121
-13,803
-4% -$262K ﹤0.01% 2427
2020
Q1 		$6.99M Sell
381,924
-12,199
-3% -$306K ﹤0.01% 2273
2019
Q4 		$11.7M Sell
394,123
-2,435
-0.6% -$72.2K ﹤0.01% 2290
2019
Q3 		$11M Buy
396,558
+4,975
+1% +$151K ﹤0.01% 2307
2019
Q2 		$13.8M Buy
391,583
+5,523
+1% +$177K 0.01% 2250
2019
Q1 		$13.6M Buy
386,060
+11,653
+3% +$436K 0.01% 2264
2018
Q4 		$12.7M Buy
374,407
+13,352
+4% +$548K 0.01% 2219
2018
Q3 		$18.7M Buy
361,055
+6,947
+2% +$398K 0.01% 2156
2018
Q2 		$21.1M Buy
354,108
+20,804
+6% +$1.21M 0.01% 2079
2018
Q1 		$18.8M Buy
333,304
+18,859
+6% +$1.15M 0.01% 2091
2017
Q4 		$20.8M Buy
314,445
+10,270
+3% +$682K 0.01% 2045
2017
Q3 		$20.5M Buy
304,175
+15,964
+6% +$954K 0.01% 2038
2017
Q2 		$16.3M Buy
288,211
+13,297
+5% +$735K 0.01% 2122
2017
Q1 		$14.7M Buy
274,914
+16,384
+6% +$937K 0.01% 2149
2016
Q4 		$15.5M Buy
258,530
+33,678
+15% +$1.91M 0.01% 2109
2016
Q3 		$11.9M Buy
224,852
+3,197
+1% +$167K 0.01% 2172
2016
Q2 		$11.5M Buy
221,655
+4,143
+2% +$236K 0.01% 2175
2016
Q1 		$12.8M Buy
217,512
+7,326
+3% +$369K 0.01% 2095
2015
Q4 		$10.9M Buy
210,186
+10,947
+5% +$616K 0.01% 2177
2015
Q3 		$10.8M Buy
199,239
+3,862
+2% +$221K 0.01% 2166
2015
Q2 		$11.6M Buy
195,377
+4,148
+2% +$245K 0.01% 2187
2015
Q1 		$11.5M Buy
191,229
+4,468
+2% +$271K 0.01% 2170
2014
Q4 		$11.5M Buy
186,761
+5,124
+3% +$311K 0.01% 2163
2014
Q3 		$10.3M Buy
181,637
+5,443
+3% +$315K 0.01% 2186
2014
Q2 		$10.6M Sell
176,194
-20,580
-10% -$1.21M 0.01% 2178
2014
Q1 		$12.3M Buy
196,774
+32,321
+20% +$1.89M 0.01% 2012
2013
Q4 		$10.2M Buy
164,453
+2,072
+1% +$113K 0.01% 2151
2013
Q3 		$7.8M Sell
162,381
-2,663
-2% -$129K 0.01% 2286
2013
Q2 		$7.08M Buy
+165,044
New +$7.14M 0.01% 2271

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Westwood Holdings Group (WHG) stake by 1.9% in Q1 2026, buying an estimated $88K and bringing the position to 279,685 shares worth $4.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Dimensional Fund Advisors first reported a position in WHG in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.1M in Q2 2018. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Dimensional Fund Advisors held 279,685 shares of Westwood Holdings Group worth $4.61M as of Q1 2026.
  • Dimensional Fund Advisors bought 5,169 Westwood Holdings Group shares in Q1 2026, an estimated $88K.
  • Westwood Holdings Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2521 holding.
  • Dimensional Fund Advisors first reported a position in Westwood Holdings Group in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Westwood Holdings Group position peaked at $21.1M in Q2 2018.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

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