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DIMENSIONAL FUND ADVISORS LP: WELL position timeline

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

DIMENSIONAL FUND ADVISORS LP held 8,479,319 WELL 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 8,479,319 shares
    Change vs previous 13F +134,297 shares

    0.35% of the 13F portfolio, value $1,924,574,732.

    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 8,345,022 shares
    Change vs previous 13F +57,938 shares

    0.34% of the 13F portfolio, value $1,649,843,512.

    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 8,287,084 shares
    Change vs previous 13F +878,914 shares

    0.32% of the 13F portfolio, value $1,538,220,546.

    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 7,408,170 shares
    Change vs previous 13F +210,564 shares

    0.28% of the 13F portfolio, value $1,319,645,133.

    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 7,197,606 shares
    Change vs previous 13F -50,876 shares

    0.26% of the 13F portfolio, value $1,106,453,421.

    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 7,248,482 shares
    Change vs previous 13F -227,327 shares

    0.28% of the 13F portfolio, value $1,110,536,568.

    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 7,475,809 shares
    Change vs previous 13F -282,630 shares

    0.23% of the 13F portfolio, value $942,160,418.

    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 7,758,439 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $993,295,077.

    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).