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DIMENSIONAL FUND ADVISORS LP: WSO position timeline

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

DIMENSIONAL FUND ADVISORS LP held 235,277 WSO 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 235,277 shares
    Change vs previous 13F +8,360 shares

    0.02% of the 13F portfolio, value $98,034,223.

    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 226,917 shares
    Change vs previous 13F +1,670 shares

    0.02% of the 13F portfolio, value $82,524,986.

    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 225,247 shares
    Change vs previous 13F -2,066 shares

    0.02% of the 13F portfolio, value $75,907,508.

    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 227,313 shares
    Change vs previous 13F -8,424 shares

    0.02% of the 13F portfolio, value $91,890,099.

    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 235,737 shares
    Change vs previous 13F +12,380 shares

    0.02% of the 13F portfolio, value $104,098,717.

    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 223,357 shares
    Change vs previous 13F +4,370 shares

    0.03% of the 13F portfolio, value $113,514,758.

    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 218,987 shares
    Change vs previous 13F +5,359 shares

    0.02% of the 13F portfolio, value $103,779,562.

    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 213,628 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $105,084,046.

    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).