DFA increased CDW position by 22,964 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $CDW based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other DFA Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | Decreased | 1,196,449 | $36.2B |
| RKT | ROCKET COS INC | Increased | +1,107,131 | $22.0B |
| OXY | OCCIDENTAL PETE CORP | Increased | +981,150 | $59.5B |
| HIMS | HIMS & HERS HEALTH INC | Increased | +964,347 | $35.2B |
| SOFI | SOFI TECHNOLOGIES INC | Decreased | 925,309 | $18.9B |
| DAY | DAYFORCE INC | Increased | +856,744 | $60.5B |
| NFLX | NETFLIX INC | Increased | +768,866 | $79.8B |
| WULF | TERAWULF INC | Exited | 672,547 | — |
| IPG | INTERPUBLIC GROUP COS INC | Exited | 662,228 | — |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | Decreased | 614,204 | $40.1M |
Other Whales Moving CDW This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Harris (Oakmark) | Increased | +4,096,962 |
| Select Equity | Decreased | 1,878,134 |
| Capital World | Exited | 869,226 |
| Mawer | Decreased | 571,814 |
| Millennium | Increased | +523,469 |
| Marshall Wace | Decreased | 376,802 |
| Two Sigma | Increased | +313,963 |
| DE Shaw | Decreased | 249,194 |
| Wellington | Increased | +167,339 |
| American Century | Increased | +166,234 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: July 09, 2026 at 06:01 UTC