Dimensional Fund Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
12,624
+2,015
| +19% | +$138K | ﹤0.01% | 2913 |
|
|
2025
Q1 | $805K | Buy |
+10,609
| New | +$805K | ﹤0.01% | 2918 |
|
|
2024
Q3 | – | Sell |
-17,868
| Closed | -$1.3M | – | 3394 |
|
|
2024
Q2 | $1.3M | Buy |
17,868
+259
| +1% | +$18.9K | ﹤0.01% | 2866 |
|
|
2024
Q1 | $1.49M | Sell |
17,609
-7,326
| -29% | -$621K | ﹤0.01% | 2850 |
|
|
2023
Q4 | $2.53M | Buy |
24,935
+97
| +0.4% | +$9.85K | ﹤0.01% | 2744 |
|
|
2023
Q3 | $2.52M | Buy |
24,838
+21,710
| +694% | +$2.2M | ﹤0.01% | 2710 |
|
|
2023
Q2 | $318K | Buy |
+3,128
| New | +$318K | ﹤0.01% | 3147 |
|
|
2022
Q3 | – | Sell |
-13,687
| Closed | -$903K | – | 3529 |
|
|
2022
Q2 | $903K | Sell |
13,687
-248
| -2% | -$16.4K | ﹤0.01% | 2936 |
|
|
2022
Q1 | $1.64M | Sell |
13,935
-10,795
| -44% | -$1.27M | ﹤0.01% | 2875 |
|
|
2021
Q4 | $3.23M | Buy |
24,730
+4,657
| +23% | +$608K | ﹤0.01% | 2708 |
|
|
2021
Q3 | $2.83M | Buy |
+20,073
| New | +$2.83M | ﹤0.01% | 2747 |
|