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DIMENSIONAL FUND ADVISORS LP: WFG position timeline

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

DIMENSIONAL FUND ADVISORS LP held 344,538 WFG 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 344,538 shares
    Change vs previous 13F -533 shares

    <0.01% of the 13F portfolio, value $23,321,933.

    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 345,071 shares
    Change vs previous 13F -5,254 shares

    <0.01% of the 13F portfolio, value $22,518,611.

    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 350,325 shares
    Change vs previous 13F -3,119 shares

    <0.01% of the 13F portfolio, value $21,408,361.

    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 353,444 shares
    Change vs previous 13F +121,599 shares

    0.01% of the 13F portfolio, value $24,027,124.

    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 231,845 shares
    Change vs previous 13F +78,752 shares

    <0.01% of the 13F portfolio, value $16,994,238.

    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 153,093 shares
    Change vs previous 13F +14,658 shares

    <0.01% of the 13F portfolio, value $11,778,975.

    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 138,435 shares
    Change vs previous 13F +14,189 shares

    <0.01% of the 13F portfolio, value $11,981,549.

    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 124,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,096,591.

    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).