Dimensional Fund Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.3M | Buy |
|
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $2.53M | Buy |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $318K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $903K | Sell |
|
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $2.83M | Buy |
|