Dimensional Fund Advisors
WK icon

Dimensional Fund Advisors’s Workiva WK Stock Holding History

Dimensional Fund Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$743K Sell
15,320
-1,790
-10% -$92.2K ﹤0.01% 2911
2026
Q1 		$1.02M Buy
17,110
+638
+4% +$44.5K ﹤0.01% 2840
2025
Q4 		$1.42M Buy
16,472
+1,247
+8% +$110K ﹤0.01% 2801
2025
Q3 		$1.31M Buy
15,225
+2,601
+21% +$195K ﹤0.01% 2850
2025
Q2 		$864K Buy
12,624
+2,015
+19% +$139K ﹤0.01% 2913
2025
Q1 		$805K Buy
+10,609
New +$1M ﹤0.01% 2918
2024
Q3 		– Sell
-17,868
Closed -$1.3M – 3394
2024
Q2 		$1.3M Buy
17,868
+259
+1% +$20.4K ﹤0.01% 2866
2024
Q1 		$1.49M Sell
17,609
-7,326
-29% -$660K ﹤0.01% 2850
2023
Q4 		$2.53M Buy
24,935
+97
+0.4% +$9.36K ﹤0.01% 2744
2023
Q3 		$2.52M Buy
24,838
+21,710
+694% +$2.26M ﹤0.01% 2710
2023
Q2 		$318K Buy
+3,128
New +$301K ﹤0.01% 3147
2022
Q3 		– Sell
-13,687
Closed -$903K – 3529
2022
Q2 		$903K Sell
13,687
-248
-2% -$20.6K ﹤0.01% 2936
2022
Q1 		$1.64M Sell
13,935
-10,795
-44% -$1.19M ﹤0.01% 2875
2021
Q4 		$3.23M Buy
24,730
+4,657
+23% +$657K ﹤0.01% 2708
2021
Q3 		$2.83M Buy
+20,073
New +$2.72M ﹤0.01% 2747

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Dimensional Fund Advisors's WK Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Workiva (WK) stake by 10% in Q2 2026, selling an estimated $92.2K and leaving 15,320 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Dimensional Fund Advisors first reported a position in WK in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.23M in Q4 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Dimensional Fund Advisors held 15,320 shares of Workiva worth $743K as of Q2 2026.
  • Dimensional Fund Advisors sold 1,790 Workiva shares in Q2 2026, an estimated $92.2K.
  • Workiva made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2911 holding.
  • Dimensional Fund Advisors first reported a position in Workiva in Q3 2021 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's Workiva position peaked at $3.23M in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.