Dimensional Fund Advisors’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Sell |
4,977,319
-253,376
| -5% | -$7.42M | 0.03% | 728 |
|
|
2025
Q1 | $149M | Sell |
5,230,695
-152,391
| -3% | -$4.36M | 0.04% | 648 |
|
|
2024
Q4 | $174M | Sell |
5,383,086
-177,737
| -3% | -$5.73M | 0.04% | 576 |
|
|
2024
Q3 | $194M | Sell |
5,560,823
-75,785
| -1% | -$2.64M | 0.05% | 503 |
|
|
2024
Q2 | $161M | Sell |
5,636,608
-15,770
| -0.3% | -$451K | 0.04% | 565 |
|
|
2024
Q1 | $164M | Buy |
5,652,378
+390,601
| +7% | +$11.3M | 0.04% | 565 |
|
|
2023
Q4 | $173M | Buy |
5,261,777
+123,575
| +2% | +$4.07M | 0.05% | 491 |
|
|
2023
Q3 | $132M | Buy |
5,138,202
+66,507
| +1% | +$1.7M | 0.04% | 586 |
|
|
2023
Q2 | $135M | Sell |
5,071,695
-172,768
| -3% | -$4.58M | 0.04% | 589 |
|
|
2023
Q1 | $158M | Sell |
5,244,463
-106,664
| -2% | -$3.21M | 0.05% | 454 |
|
|
2022
Q4 | $180K | Buy |
5,351,127
+106,400
| +2% | +$3.57K | 0.05% | 377 |
|
|
2022
Q3 | $157M | Buy |
5,244,727
+18,478
| +0.4% | +$554K | 0.06% | 390 |
|
|
2022
Q2 | $157M | Sell |
5,226,249
-23,746
| -0.5% | -$713K | 0.06% | 408 |
|
|
2022
Q1 | $172M | Sell |
5,249,995
-72,505
| -1% | -$2.38M | 0.05% | 438 |
|
|
2021
Q4 | $178M | Sell |
5,322,500
-183,454
| -3% | -$6.12M | 0.05% | 450 |
|
|
2021
Q3 | $189M | Sell |
5,505,954
-4,315
| -0.1% | -$148K | 0.06% | 377 |
|
|
2021
Q2 | $175M | Sell |
5,510,269
-193,496
| -3% | -$6.15M | 0.06% | 423 |
|
|
2021
Q1 | $176M | Sell |
5,703,765
-135,685
| -2% | -$4.18M | 0.06% | 404 |
|
|
2020
Q4 | $150M | Sell |
5,839,450
-138,564
| -2% | -$3.57M | 0.05% | 443 |
|
|
2020
Q3 | $125M | Sell |
5,978,014
-185,969
| -3% | -$3.88M | 0.05% | 425 |
|
|
2020
Q2 | $165M | Sell |
6,163,983
-88,542
| -1% | -$2.38M | 0.07% | 252 |
|
|
2020
Q1 | $162M | Sell |
6,252,525
-305,497
| -5% | -$7.93M | 0.08% | 187 |
|
|
2019
Q4 | $240M | Sell |
6,558,022
-173,998
| -3% | -$6.38M | 0.09% | 180 |
|
|
2019
Q3 | $249M | Sell |
6,732,020
-176,648
| -3% | -$6.53M | 0.1% | 151 |
|
|
2019
Q2 | $241M | Sell |
6,908,668
-65,804
| -0.9% | -$2.3M | 0.09% | 162 |
|
|
2019
Q1 | $201M | Sell |
6,974,472
-85,283
| -1% | -$2.46M | 0.08% | 208 |
|
|
2018
Q4 | $189M | Sell |
7,059,755
-58,746
| -0.8% | -$1.57M | 0.09% | 193 |
|
|
2018
Q3 | $228M | Sell |
7,118,501
-80,997
| -1% | -$2.59M | 0.09% | 189 |
|
|
2018
Q2 | $235M | Sell |
7,199,498
-103,457
| -1% | -$3.38M | 0.09% | 169 |
|
|
2018
Q1 | $253M | Sell |
7,302,955
-54,178
| -0.7% | -$1.87M | 0.11% | 150 |
|
|
2017
Q4 | $252M | Sell |
7,357,133
-52,069
| -0.7% | -$1.78M | 0.1% | 158 |
|
|
2017
Q3 | $249M | Sell |
7,409,202
-168,817
| -2% | -$5.68M | 0.11% | 148 |
|
|
2017
Q2 | $252M | Sell |
7,578,019
-56,149
| -0.7% | -$1.86M | 0.12% | 132 |
|
|
2017
Q1 | $253M | Sell |
7,634,168
-12,297
| -0.2% | -$407K | 0.12% | 119 |
|
|
2016
Q4 | $263M | Sell |
7,646,465
-69,400
| -0.9% | -$2.38M | 0.13% | 104 |
|
|
2016
Q3 | $206M | Sell |
7,715,865
-37,339
| -0.5% | -$996K | 0.11% | 144 |
|
|
2016
Q2 | $188M | Sell |
7,753,204
-41,573
| -0.5% | -$1.01M | 0.11% | 149 |
|
|
2016
Q1 | $177M | Buy |
7,794,777
+396,192
| +5% | +$8.97M | 0.11% | 159 |
|
|
2015
Q4 | $176M | Buy |
7,398,585
+384,721
| +5% | +$9.17M | 0.11% | 142 |
|
|
2015
Q3 | $160M | Buy |
7,013,864
+31,925
| +0.5% | +$726K | 0.1% | 150 |
|
|
2015
Q2 | $163M | Buy |
6,981,939
+79,941
| +1% | +$1.87M | 0.1% | 171 |
|
|
2015
Q1 | $150M | Buy |
6,901,998
+392,218
| +6% | +$8.55M | 0.1% | 200 |
|
|
2014
Q4 | $144M | Buy |
6,509,780
+200,591
| +3% | +$4.44M | 0.09% | 199 |
|
|
2014
Q3 | $128M | Buy |
6,309,189
+334,990
| +6% | +$6.82M | 0.09% | 210 |
|
|
2014
Q2 | $134M | Buy |
5,974,199
+202,070
| +4% | +$4.53M | 0.09% | 204 |
|
|
2014
Q1 | $134M | Buy |
5,772,129
+154,623
| +3% | +$3.6M | 0.1% | 181 |
|
|
2013
Q4 | $131M | Buy |
5,617,506
+302,317
| +6% | +$7.04M | 0.1% | 179 |
|
|
2013
Q3 | $110M | Buy |
5,315,189
+236,822
| +5% | +$4.9M | 0.1% | 201 |
|
|
2013
Q2 | $95.9M | Buy |
+5,078,367
| New | +$95.9M | 0.09% | 217 |
|