Dimensional Fund Advisors
WAFD icon

Dimensional Fund Advisors’s WaFd WAFD Stock Holding History

Dimensional Fund Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155M Sell
4,945,524
-34,565
-0.7% -$1.11M 0.03% 752
2025
Q4 		$160M Buy
4,980,089
+26,000
+0.5% +$803K 0.03% 729
2025
Q3 		$150M Sell
4,954,089
-23,230
-0.5% -$712K 0.03% 756
2025
Q2 		$146M Sell
4,977,319
-253,376
-5% -$7.17M 0.03% 728
2025
Q1 		$149M Sell
5,230,695
-152,391
-3% -$4.52M 0.04% 648
2024
Q4 		$174M Sell
5,383,086
-177,737
-3% -$6.25M 0.04% 576
2024
Q3 		$194M Sell
5,560,823
-75,785
-1% -$2.58M 0.05% 503
2024
Q2 		$161M Sell
5,636,608
-15,770
-0.3% -$437K 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% +$3.42M 0.05% 491
2023
Q3 		$132M Buy
5,138,202
+66,507
+1% +$1.86M 0.04% 586
2023
Q2 		$135M Sell
5,071,695
-172,768
-3% -$4.78M 0.04% 589
2023
Q1 		$158M Sell
5,244,463
-106,664
-2% -$3.61M 0.05% 454
2022
Q4 		$180K Buy
5,351,127
+106,400
+2% +$3.72M 0.05% 377
2022
Q3 		$157M Buy
5,244,727
+18,478
+0.4% +$599K 0.06% 390
2022
Q2 		$157M Sell
5,226,249
-23,746
-0.5% -$745K 0.06% 408
2022
Q1 		$172M Sell
5,249,995
-72,505
-1% -$2.54M 0.05% 438
2021
Q4 		$178M Sell
5,322,500
-183,454
-3% -$6.33M 0.05% 450
2021
Q3 		$189M Sell
5,505,954
-4,315
-0.1% -$140K 0.06% 377
2021
Q2 		$175M Sell
5,510,269
-193,496
-3% -$6.31M 0.06% 423
2021
Q1 		$176M Sell
5,703,765
-135,685
-2% -$4.06M 0.06% 404
2020
Q4 		$150M Sell
5,839,450
-138,564
-2% -$3.3M 0.05% 443
2020
Q3 		$125M Sell
5,978,014
-185,969
-3% -$4.38M 0.05% 425
2020
Q2 		$165M Sell
6,163,983
-88,542
-1% -$2.28M 0.07% 252
2020
Q1 		$162M Sell
6,252,525
-305,497
-5% -$9.76M 0.08% 187
2019
Q4 		$240M Sell
6,558,022
-173,998
-3% -$6.39M 0.09% 180
2019
Q3 		$249M Sell
6,732,020
-176,648
-3% -$6.31M 0.1% 151
2019
Q2 		$241M Sell
6,908,668
-65,804
-0.9% -$2.13M 0.09% 162
2019
Q1 		$201M Sell
6,974,472
-85,283
-1% -$2.51M 0.08% 208
2018
Q4 		$189M Sell
7,059,755
-58,746
-0.8% -$1.65M 0.09% 193
2018
Q3 		$228M Sell
7,118,501
-80,997
-1% -$2.73M 0.09% 189
2018
Q2 		$235M Sell
7,199,498
-103,457
-1% -$3.4M 0.09% 169
2018
Q1 		$253M Sell
7,302,955
-54,178
-0.7% -$1.92M 0.11% 150
2017
Q4 		$252M Sell
7,357,133
-52,069
-0.7% -$1.79M 0.1% 158
2017
Q3 		$249M Sell
7,409,202
-168,817
-2% -$5.49M 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% -$412K 0.12% 119
2016
Q4 		$263M Sell
7,646,465
-69,400
-0.9% -$2.12M 0.13% 104
2016
Q3 		$206M Sell
7,715,865
-37,339
-0.5% -$958K 0.11% 144
2016
Q2 		$188M Sell
7,753,204
-41,573
-0.5% -$999K 0.11% 149
2016
Q1 		$177M Buy
7,794,777
+396,192
+5% +$8.58M 0.11% 159
2015
Q4 		$176M Buy
7,398,585
+384,721
+5% +$9.47M 0.11% 142
2015
Q3 		$160M Buy
7,013,864
+31,925
+0.5% +$731K 0.1% 150
2015
Q2 		$163M Buy
6,981,939
+79,941
+1% +$1.79M 0.1% 171
2015
Q1 		$150M Buy
6,901,998
+392,218
+6% +$8.27M 0.1% 200
2014
Q4 		$144M Buy
6,509,780
+200,591
+3% +$4.29M 0.09% 199
2014
Q3 		$128M Buy
6,309,189
+334,990
+6% +$7.16M 0.09% 210
2014
Q2 		$134M Buy
5,974,199
+202,070
+4% +$4.42M 0.09% 204
2014
Q1 		$134M Buy
5,772,129
+154,623
+3% +$3.51M 0.1% 181
2013
Q4 		$131M Buy
5,617,506
+302,317
+6% +$6.87M 0.1% 179
2013
Q3 		$110M Buy
5,315,189
+236,822
+5% +$5.03M 0.1% 201
2013
Q2 		$95.9M Buy
+5,078,367
New +$87.2M 0.09% 217

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors's WAFD Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its WaFd (WAFD) stake by 0.69% in Q1 2026, selling an estimated $1.11M and leaving 4,945,524 shares worth $155M. The position accounts for 0.03% of the portfolio, ranked #752.

Dimensional Fund Advisors first reported a position in WAFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $263M in Q4 2016. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Dimensional Fund Advisors held 4,945,524 shares of WaFd worth $155M as of Q1 2026.
  • Dimensional Fund Advisors sold 34,565 WaFd shares in Q1 2026, an estimated $1.11M.
  • WaFd made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #752 holding.
  • Dimensional Fund Advisors first reported a position in WaFd in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's WaFd position peaked at $263M in Q4 2016.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.