DIMENSIONAL FUND ADVISORS LP

Position in WHG — Westwood Holdings Group Inc

CIK 354204 AUSTIN, TX

Position in WHG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$4,606,410

-$118,009 QoQ

Shares Held

279,685

+1.9% QoQ

Ownership

2.95%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 5% None 3%

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,759,240,503 across 42 Asset Management names. WHG ranks #35 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	21,361,119	$518,861,577
2	AMP	Ameriprise Financial Inc	1,024,758	$455,402,454
3	BLK	BlackRock, Inc.	451,432	$434,146,666
4	STT	State Street Corp	3,101,952	$392,583,043
5	PFG	Principal Financial Group Inc	3,886,509	$350,213,324
6	RJF	Raymond James Financial Inc	2,399,638	$347,443,583
7	NTRS	Northern Trust Corp	2,455,996	$342,783,359
8	BEN	Franklin Resources Inc	10,860,325	$256,520,874

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,606,410	279,685	+1.9%	Shares	Sole	2026-05-07
2025-12-31	$4,724,419	274,516	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$4,503,220	273,088	-1.9%	Shares	Sole	2025-11-12
2025-06-30	$4,341,150	278,279	+6.4%	Shares	Sole	2025-08-12
2025-03-31	$4,237,789	261,592	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$3,755,259	258,805	+4.0%	Shares	Defined	2025-02-13
2024-09-30	$3,533,143	248,813	+2.0%	Shares	Sole	2024-11-07
2024-06-30	$2,970,664	243,897	+2.4%	Shares	Sole	2024-08-09
2024-03-31	$2,933,440	238,104	+1.6%	Shares	Sole	2024-05-10
2023-12-31	$2,945,062	234,293	+6.4%	Shares	Sole	2024-02-07
2023-09-30	$2,235,780	220,274	-7.2%	Shares	Sole	2023-11-09
2023-06-30	$2,944,180	237,434	-3.4%	Shares	Sole	2023-08-09
2023-03-31	$2,754,352	245,705	-0.0%	Shares	Sole	2023-05-12
2022-12-31	$2,735,987	245,821	-0.8%	Shares	Sole	2023-02-09
2022-09-30	$2,386,025	247,770	-1.2%	Shares	Sole	2022-11-10
2022-06-30	$3,459,976	250,723	-0.9%	Shares	Sole	2022-08-12
2022-03-31	$3,874,259	252,889	-3.9%	Shares	Defined	2022-05-13
2021-12-31	$4,457,439	263,131	-4.8%	Shares	Defined	2022-02-09
2021-09-30	$5,251,334	276,386	-0.5%	Shares	Defined	2021-11-12
2021-06-30	$6,044,035	277,759	+0.6%	Shares	Defined	2021-08-12
2021-03-31	$3,994,372	276,236	-7.5%	Shares	Defined	2021-05-14
2020-12-31	$4,331,599	298,731	-12.4%	Shares	Defined	2021-03-08
2020-09-30	$3,800,890	341,193	-7.3%	Shares	Defined	2020-11-12
2020-06-30	$5,797,905	368,121	-3.6%	Shares	Defined	2020-08-13
2020-03-31	$6,993,028	381,924	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.