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DIMENSIONAL FUND ADVISORS LP: HFWA position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,044,399 HFWA shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 2,269,348 shares, 5.5%, in a 13G filed 2026-10-08.

Estimated current stake: 2,269,348 shares, 5.5% of the class

Estimated from 13G of 2026-10-08. As of 2026-09-30, 13G 0000354204-26-001080.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G 2,269,348 shares
    Share basis changed not comparable

    5.5% of the class. Different basis (group aggregate from 13G).

    13G 0000354204-26-001080 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 2,044,399 shares
    Change vs previous 13F +87,922 shares

    0.01% of the 13F portfolio, value $60,554,665.

    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).

  3. period ended2026-03-31
    13F 1,956,477 shares
    Change vs previous 13F -22,133 shares

    0.01% of the 13F portfolio, value $50,867,484.

    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).

  4. period ended2025-12-31
    13F 1,978,610 shares
    Change vs previous 13F -49,683 shares

    0.01% of the 13F portfolio, value $46,794,955.

    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).

  5. period ended2025-09-30
    13F 2,028,293 shares
    Change vs previous 13F -9,666 shares

    0.01% of the 13F portfolio, value $49,065,785.

    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).

  6. period ended2025-06-30
    13F 2,037,959 shares
    Change vs previous 13F -30,806 shares

    0.01% of the 13F portfolio, value $48,585,200.

    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).

  7. period ended2025-03-31
    13F 2,068,765 shares
    Change vs previous 13F +411 shares

    0.01% of the 13F portfolio, value $50,332,000.

    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).

  8. period ended2024-12-31
    13F 2,068,354 shares
    Change vs previous 13F +33,429 shares

    0.01% of the 13F portfolio, value $50,674,470.

    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).

  9. period ended2024-09-30
    13F 2,034,925 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,299,511.

    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).