Dimensional Fund Advisors
XWEL icon

Dimensional Fund Advisors’s XWELL XWEL Stock Holding History

Dimensional Fund Advisors’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,084
Closed -$8 – 3506
2022
Q4 		$8 Hold
1,084
– – ﹤0.01% 3485
2022
Q3 		$17K Hold
1,084
– – ﹤0.01% 3466
2022
Q2 		$15K Hold
1,084
– – ﹤0.01% 3453
2022
Q1 		$25K Sell
1,084
-3,162
-74% -$84.7K ﹤0.01% 3494
2021
Q4 		$172K Buy
+4,246
New +$135K ﹤0.01% 3367

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's XWEL Position: Q1 2023 in Review

Dimensional Fund Advisors sold out of XWELL (XWEL) in Q1 2023, closing a stake of 1,084 shares — an estimated $8 sold.

Dimensional Fund Advisors first reported a position in XWEL in Q4 2021 and held it in 5 quarters. The position peaked at $172K in Q4 2021. 35 funds tracked by Wall St. Rank hold XWEL as of Q1 2023.

  • Dimensional Fund Advisors reported no remaining XWELL position as of Q1 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,084 XWELL shares in Q1 2023, an estimated $8.
  • Dimensional Fund Advisors first reported a position in XWELL in Q4 2021 and held it in 5 quarters.
  • Dimensional Fund Advisors's XWELL position peaked at $172K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held XWELL as of Q1 2023.

Based on Dimensional Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.