Dimensional Fund Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293M | Buy |
954,445
+91,816
| +11% | +$28.1M | 0.07% | 311 |
|
|
2025
Q1 | $292M | Buy |
862,629
+30,704
| +4% | +$10.4M | 0.07% | 278 |
|
|
2024
Q4 | $261M | Buy |
831,925
+101,933
| +14% | +$31.9M | 0.06% | 347 |
|
|
2024
Q3 | $215M | Sell |
729,992
-7,472
| -1% | -$2.2M | 0.05% | 448 |
|
|
2024
Q2 | $193M | Buy |
737,464
+80,452
| +12% | +$21.1M | 0.05% | 465 |
|
|
2024
Q1 | $181M | Sell |
657,012
-2,952
| -0.4% | -$812K | 0.05% | 500 |
|
|
2023
Q4 | $159M | Buy |
659,964
+23,805
| +4% | +$5.74M | 0.05% | 536 |
|
|
2023
Q3 | $133M | Buy |
636,159
+42,745
| +7% | +$8.93M | 0.04% | 580 |
|
|
2023
Q2 | $140M | Buy |
593,414
+29,572
| +5% | +$6.96M | 0.04% | 560 |
|
|
2023
Q1 | $131M | Sell |
563,842
-18,041
| -3% | -$4.19M | 0.04% | 585 |
|
|
2022
Q4 | $142K | Sell |
581,883
-20,965
| -3% | -$5.13K | 0.04% | 522 |
|
|
2022
Q3 | $121M | Buy |
602,848
+24,696
| +4% | +$4.96M | 0.05% | 555 |
|
|
2022
Q2 | $114M | Buy |
578,152
+13,801
| +2% | +$2.72M | 0.04% | 625 |
|
|
2022
Q1 | $133M | Buy |
564,351
+4,782
| +0.9% | +$1.13M | 0.04% | 619 |
|
|
2021
Q4 | $133M | Buy |
559,569
+1,368
| +0.2% | +$325K | 0.04% | 650 |
|
|
2021
Q3 | $130M | Sell |
558,201
-10,886
| -2% | -$2.53M | 0.04% | 619 |
|
|
2021
Q2 | $131M | Buy |
569,087
+4,084
| +0.7% | +$939K | 0.04% | 621 |
|
|
2021
Q1 | $129M | Buy |
565,003
+12,846
| +2% | +$2.94M | 0.04% | 602 |
|
|
2020
Q4 | $116M | Buy |
552,157
+29,747
| +6% | +$6.27M | 0.04% | 620 |
|
|
2020
Q3 | $109M | Buy |
522,410
+39,355
| +8% | +$8.22M | 0.05% | 514 |
|
|
2020
Q2 | $95.1M | Sell |
483,055
-13,521
| -3% | -$2.66M | 0.04% | 597 |
|
|
2020
Q1 | $84.4M | Buy |
496,576
+1,369
| +0.3% | +$233K | 0.04% | 545 |
|
|
2019
Q4 | $100M | Sell |
495,207
-4,328
| -0.9% | -$874K | 0.04% | 724 |
|
|
2019
Q3 | $96.4M | Buy |
499,535
+6,332
| +1% | +$1.22M | 0.04% | 706 |
|
|
2019
Q2 | $94.5M | Buy |
493,203
+10,341
| +2% | +$1.98M | 0.04% | 741 |
|
|
2019
Q1 | $84.8M | Buy |
482,862
+6,418
| +1% | +$1.13M | 0.03% | 821 |
|
|
2018
Q4 | $72.4M | Buy |
476,444
+16,948
| +4% | +$2.57M | 0.03% | 848 |
|
|
2018
Q3 | $64.8M | Buy |
459,496
+30,312
| +7% | +$4.27M | 0.02% | 1154 |
|
|
2018
Q2 | $65.1M | Buy |
429,184
+5,362
| +1% | +$813K | 0.03% | 1095 |
|
|
2018
Q1 | $64.5M | Buy |
423,822
+12,702
| +3% | +$1.93M | 0.03% | 1041 |
|
|
2017
Q4 | $62M | Sell |
411,120
-57,020
| -12% | -$8.59M | 0.03% | 1102 |
|
|
2017
Q3 | $72.2M | Sell |
468,140
-38,210
| -8% | -$5.89M | 0.03% | 872 |
|
|
2017
Q2 | $73.7M | Buy |
506,350
+5,191
| +1% | +$755K | 0.03% | 790 |
|
|
2017
Q1 | $65.6M | Buy |
501,159
+33,868
| +7% | +$4.43M | 0.03% | 866 |
|
|
2016
Q4 | $57.1M | Buy |
467,291
+9,888
| +2% | +$1.21M | 0.03% | 988 |
|
|
2016
Q3 | $60.7M | Buy |
457,403
+28,402
| +7% | +$3.77M | 0.03% | 840 |
|
|
2016
Q2 | $53.3M | Sell |
429,001
-23,485
| -5% | -$2.92M | 0.03% | 903 |
|
|
2016
Q1 | $53.7M | Sell |
452,486
-78,881
| -15% | -$9.36M | 0.03% | 837 |
|
|
2015
Q4 | $25.8M | Sell |
531,367
-2,721
| -0.5% | -$132K | 0.02% | 1560 |
|
|
2015
Q3 | $21.9M | Buy |
534,088
+90,836
| +20% | +$3.72M | 0.01% | 1648 |
|
|
2015
Q2 | $20.8M | Sell |
443,252
-65,713
| -13% | -$3.08M | 0.01% | 1818 |
|
|
2015
Q1 | $24.5M | Buy |
508,965
+14,124
| +3% | +$681K | 0.02% | 1578 |
|
|
2014
Q4 | $22.2M | Buy |
494,841
+119,009
| +32% | +$5.33M | 0.01% | 1644 |
|
|
2014
Q3 | $15.6M | Buy |
375,832
+36,241
| +11% | +$1.5M | 0.01% | 1867 |
|
|
2014
Q2 | $14.7M | Buy |
339,591
+18,199
| +6% | +$788K | 0.01% | 1926 |
|
|
2014
Q1 | $14.2M | Buy |
321,392
+12,612
| +4% | +$556K | 0.01% | 1897 |
|
|
2013
Q4 | $13.8M | Buy |
308,780
+19,497
| +7% | +$874K | 0.01% | 1900 |
|
|
2013
Q3 | $12.5M | Buy |
289,283
+32,424
| +13% | +$1.4M | 0.01% | 1901 |
|
|
2013
Q2 | $10.5M | Buy |
+256,859
| New | +$10.5M | 0.01% | 1950 |
|