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
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 $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors's XWEL Position: Q3 2022 in Review

Dimensional Fund Advisors held its XWELL (XWEL) position steady in Q3 2022 at 1,084 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

Dimensional Fund Advisors first reported a position in XWEL in Q4 2021 and has held it in 4 quarters since. The position peaked at $172K in Q4 2021. 38 funds tracked by Wall St. Rank hold XWEL as of Q3 2022.

  • Dimensional Fund Advisors held 1,084 shares of XWELL worth $17K as of Q3 2022.
  • Dimensional Fund Advisors left its XWELL share count unchanged in Q3 2022.
  • XWELL made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2022, its #3466 holding.
  • Dimensional Fund Advisors first reported a position in XWELL in Q4 2021 and has held it in 4 quarters since.
  • Dimensional Fund Advisors's XWELL position peaked at $172K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held XWELL as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.