Dimensional Fund Advisors LP Westwood Holdings Group Inc Transaction History

Dimensional Fund Advisors LP

  • $449 Billion
  • Q3 2025

A detailed history of Dimensional Fund Advisors LP transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 273,088 shares of WHG stock, worth $4.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
273,088
Previous 278,279 1.87%
Holding current value
$4.44 Million
Previous $4.34 Million 5.62%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$15.37 - $18.76 $79,785 - $97,383
-5,191 Reduced 1.87%
273,088 $4.59 Million
Q2 2025

Aug 12, 2025
BUY
$14.63 - $17.62 $244,130 - $294,024
16,687 Added 6.38%
278,279 $4.34 Million
Q1 2025

May 13, 2025
BUY
$14.22 - $17.09 $39,631 - $47,629
2,787 Added 1.08%
261,592 $4.24 Million
Q4 2024

Feb 13, 2025
BUY
$13.92 - $16.7 $139,088 - $166,866
9,992 Added 4.02%
258,805 $3.76 Million
Q3 2024

Nov 07, 2024
BUY
$12.01 - $14.9 $59,041 - $73,248
4,916 Added 2.02%
248,813 $3.53 Million
Q2 2024

Aug 09, 2024
BUY
$11.93 - $13.35 $69,110 - $77,336
5,793 Added 2.43%
243,897 $2.97 Million
Q1 2024

May 10, 2024
BUY
$11.07 - $12.91 $42,187 - $49,200
3,811 Added 1.63%
238,104 $2.93 Million
Q4 2023

Feb 07, 2024
BUY
$8.97 - $12.57 $125,750 - $176,218
14,019 Added 6.36%
234,293 $2.95 Million
Q3 2023

Nov 09, 2023
SELL
$9.59 - $12.39 $164,564 - $212,612
-17,160 Reduced 7.23%
220,274 $2.24 Million
Q2 2023

Aug 09, 2023
SELL
$10.17 - $13.91 $84,116 - $115,049
-8,271 Reduced 3.37%
237,434 $2.94 Million
Q1 2023

May 12, 2023
SELL
$9.88 - $13.72 $1,146 - $1,591
-116 Reduced 0.05%
245,705 $2.75 Million
Q4 2022

Feb 09, 2023
SELL
$9.75 - $12.02 $19,002 - $23,426
-1,949 Reduced 0.79%
245,821 $2.74 Million
Q3 2022

Nov 10, 2022
SELL
$9.63 - $15.08 $28,437 - $44,531
-2,953 Reduced 1.18%
247,770 $2.39 Million
Q2 2022

Aug 12, 2022
SELL
$13.8 - $16.62 $29,890 - $35,998
-2,166 Reduced 0.86%
250,723 $3.46 Million
Q1 2022

May 13, 2022
SELL
$14.75 - $20.0 $151,069 - $204,840
-10,242 Reduced 3.89%
252,889 $3.87 Million
Q4 2021

Feb 09, 2022
SELL
$16.0 - $19.42 $212,080 - $257,412
-13,255 Reduced 4.8%
263,131 $4.46 Million
Q3 2021

Nov 12, 2021
SELL
$18.93 - $26.87 $25,990 - $36,892
-1,373 Reduced 0.49%
276,386 $5.25 Million
Q2 2021

Aug 12, 2021
BUY
$15.56 - $22.09 $23,697 - $33,643
1,523 Added 0.55%
277,759 $6.04 Million
Q1 2021

May 14, 2021
SELL
$11.84 - $18.78 $266,340 - $422,456
-22,495 Reduced 7.53%
276,236 $3.99 Million
Q4 2020

Feb 25, 2021
BUY
$9.66 - $15.21 $2.89 Million - $4.54 Million
298,731 New
298,731 $4.33 Million

Others Institutions Holding WHG

# of Institutions
59
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About WESTWOOD HOLDINGS GROUP INC

WHG Quotes by TradingView
  • Ticker WHG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 8,413,220
  • Market Cap $137M
  • Description
  • Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...
More about WHG
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