Number of Shares
621,599.00
Current Holdings Value*
£22.32 Mil
% of Portfolio
1.55%
Total Estimate Gain
£2.11 Mil
% of Total Estimate Gain
8.81%

THE UNITED KINGDOM SMALL COMPANY SERIES's Bellway PLC Holding Summary

As of 2025-04-30, DFA INVESTMENT TRUST CO held 621,599.00 shares of Bellway PLC(LSE:BWY), totaling £22.32 Mil. This investment constitutes 1.55% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.52% of the outstanding Bellway PLC(LSE:BWY) stock.

The initial trade took place in 2021Q4. And since then THE UNITED KINGDOM SMALL COMPANY SERIES has made 9 purchases of LSE:BWY, at an average price of £27.52, for a total of 869,891.00 shares. In addition, there have been 4 sales at an average price of £30.29 for 248,292.00 shares. Based on historical transaction data and LSE:BWY's current price of £29.80, THE UNITED KINGDOM SMALL COMPANY SERIES's estimated gain on his LSE:BWY holdings is £2.11 Mil, reflecting a 8.81% gain to date.

THE UNITED KINGDOM SMALL COMPANY SERIES LSE:BWY (£29.80) Holding Chart

THE UNITED KINGDOM SMALL COMPANY SERIES LSE:BWY (£29.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price £-/Share
Shares Sold 0 Average Price £-/Share
Current Price £0.00 Total Estimated Gain 0 %

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