Dimensional Fund Advisors
WKHS icon

Dimensional Fund Advisors’s Workhorse Group WKHS Stock Holding History

Dimensional Fund Advisors’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$4.15K – 3416
2024
Q1 		$4.15K Hold
6
– – ﹤0.01% 3387
2023
Q4 		$6.37K Hold
6
– – ﹤0.01% 3412
2023
Q3 		$7.33K Hold
6
– – ﹤0.01% 3465
2023
Q2 		$15.4K Sell
6
-17
-74% -$49.1K ﹤0.01% 3459
2023
Q1 		$91.9K Sell
23
-15
-39% -$82.8K ﹤0.01% 3313
2022
Q4 		$174 Sell
38
-3
-7% -$20.7K ﹤0.01% 3250
2022
Q3 		$356K Sell
41
-18
-31% -$175K ﹤0.01% 3119
2022
Q2 		$464K Buy
+59
New +$557K ﹤0.01% 3081

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return