DIMENSIONAL FUND ADVISORS LP
Holdings in WHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,724,419 | 274,516 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $4,503,220 | 273,088 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,341,150 | 278,279 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $4,237,789 | 261,592 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,755,259 | 258,805 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $3,533,143 | 248,813 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $2,970,664 | 243,897 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $2,933,440 | 238,104 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $2,945,063 | 234,293 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,235,781 | 220,274 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $2,944,181 | 237,434 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $2,754,353 | 245,705 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $2,735,987 | 245,821 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $2,386,025 | 247,770 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $3,459,977 | 250,723 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $3,874,259 | 252,889 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $4,457,439 | 263,131 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $5,251,334 | 276,386 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $6,044,035 | 277,759 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $3,994,372 | 276,236 | Shares | Defined | 2021-05-14 |
| 2020-09-30 | $3,800,890 | 341,193 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $5,797,905 | 368,121 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $6,993,028 | 381,924 | Shares | Defined | 2020-05-14 |