Position in UWMC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,776,643
+$5,245,141 QoQ
Shares Held
2,522,552
+1618.1% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 291 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 92%
Shared 4%
None 4%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $364,343,304 across 7 Mortgage Finance names. UWMC ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
2,130,571 | $185,572,732 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,458,560 | $79,783,230 | |
| 3 | RKT |
Rocket Companies, Inc.
|
3,911,414 | $61,604,768 | |
| 4 | ONIT |
Onity Group Inc.
|
482,648 | $19,185,257 | |
| 5 | VEL |
Velocity Financial, Inc.
|
656,725 | $12,123,141 | |
| 6 | UWMC |
UWM Holdings Corp
This page
|
2,522,552 | $5,776,643 | |
| 7 | LDI |
loanDepot, Inc.
|
238,028 | $297,533 |
All Filings in UWMC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,776,643 | 2,522,552 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $531,502 | 146,824 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $243,129 | 55,509 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $323,866 | 53,180 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,201,435 | 290,202 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $974,482 | 178,477 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,047,669 | 178,479 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,633,785 | 191,759 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,230,183 | 177,516 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,292,554 | 178,038 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $730,850 | 102,217 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $283,729 | 58,501 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||