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DIMENSIONAL FUND ADVISORS LP: WHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on WHG, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 284,446 WHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,446 shares
    Change vs previous 13F +4,761 shares

    <0.01% of the 13F portfolio, value $5,451,804.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 279,685 shares
    Change vs previous 13F +5,169 shares

    <0.01% of the 13F portfolio, value $4,606,608.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 274,516 shares
    Change vs previous 13F +1,428 shares

    <0.01% of the 13F portfolio, value $4,724,329.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 273,088 shares
    Change vs previous 13F -5,191 shares

    <0.01% of the 13F portfolio, value $4,503,258.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 278,279 shares
    Change vs previous 13F +16,687 shares

    <0.01% of the 13F portfolio, value $4,341,106.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 261,592 shares
    Change vs previous 13F +2,787 shares

    <0.01% of the 13F portfolio, value $4,238,073.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 258,805 shares
    Change vs previous 13F +9,992 shares

    <0.01% of the 13F portfolio, value $3,754,924.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 248,813 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,533,146.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).