Dimensional Fund Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.3M | Buy |
634,819
+21,342
| +3% | +$3.13M | 0.02% | 1067 |
|
|
2025
Q1 | $96.3M | Buy |
613,477
+10,784
| +2% | +$1.69M | 0.02% | 1006 |
|
|
2024
Q4 | $106M | Buy |
602,693
+18,331
| +3% | +$3.21M | 0.03% | 978 |
|
|
2024
Q3 | $123M | Buy |
584,362
+88,835
| +18% | +$18.6M | 0.03% | 855 |
|
|
2024
Q2 | $87.8M | Buy |
495,527
+126,663
| +34% | +$22.4M | 0.02% | 1063 |
|
|
2024
Q1 | $87.6M | Buy |
368,864
+30,476
| +9% | +$7.24M | 0.02% | 1050 |
|
|
2023
Q4 | $65.8M | Buy |
338,388
+7,867
| +2% | +$1.53M | 0.02% | 1242 |
|
|
2023
Q3 | $62.2M | Buy |
330,521
+14,013
| +4% | +$2.64M | 0.02% | 1190 |
|
|
2023
Q2 | $57.6M | Buy |
316,508
+24,555
| +8% | +$4.47M | 0.02% | 1251 |
|
|
2023
Q1 | $53.7M | Sell |
291,953
-10,122
| -3% | -$1.86M | 0.02% | 1265 |
|
|
2022
Q4 | $49.4K | Buy |
302,075
+5,996
| +2% | +$981 | 0.01% | 1316 |
|
|
2022
Q3 | $37.6M | Buy |
296,079
+21,278
| +8% | +$2.7M | 0.01% | 1440 |
|
|
2022
Q2 | $42.7M | Buy |
274,801
+2,206
| +0.8% | +$343K | 0.02% | 1401 |
|
|
2022
Q1 | $48.6M | Sell |
272,595
-2,270
| -0.8% | -$405K | 0.02% | 1427 |
|
|
2021
Q4 | $38.6M | Buy |
274,865
+29,255
| +12% | +$4.11M | 0.01% | 1591 |
|
|
2021
Q3 | $43.3M | Buy |
245,610
+1,002
| +0.4% | +$176K | 0.01% | 1520 |
|
|
2021
Q2 | $47.4M | Sell |
244,608
-8,317
| -3% | -$1.61M | 0.02% | 1491 |
|
|
2021
Q1 | $52.9M | Buy |
252,925
+8,502
| +3% | +$1.78M | 0.02% | 1406 |
|
|
2020
Q4 | $49.7M | Buy |
244,423
+1,396
| +0.6% | +$284K | 0.02% | 1376 |
|
|
2020
Q3 | $33.8M | Buy |
243,027
+2,486
| +1% | +$346K | 0.01% | 1504 |
|
|
2020
Q2 | $39.7M | Buy |
240,541
+14,388
| +6% | +$2.37M | 0.02% | 1395 |
|
|
2020
Q1 | $23.7M | Buy |
226,153
+4,594
| +2% | +$480K | 0.01% | 1637 |
|
|
2019
Q4 | $46.4M | Sell |
221,559
-2,402
| -1% | -$503K | 0.02% | 1510 |
|
|
2019
Q3 | $45.3M | Sell |
223,961
-103,758
| -32% | -$21M | 0.02% | 1486 |
|
|
2019
Q2 | $68.2M | Sell |
327,719
-18,491
| -5% | -$3.85M | 0.03% | 1079 |
|
|
2019
Q1 | $66.5M | Sell |
346,210
-3,543
| -1% | -$680K | 0.03% | 1080 |
|
|
2018
Q4 | $49M | Buy |
349,753
+5,978
| +2% | +$837K | 0.02% | 1264 |
|
|
2018
Q3 | $69M | Sell |
343,775
-9,768
| -3% | -$1.96M | 0.03% | 1086 |
|
|
2018
Q2 | $67.3M | Sell |
353,543
-6,703
| -2% | -$1.28M | 0.03% | 1065 |
|
|
2018
Q1 | $56.4M | Sell |
360,246
-12,211
| -3% | -$1.91M | 0.02% | 1206 |
|
|
2017
Q4 | $52.6M | Buy |
372,457
+12,928
| +4% | +$1.83M | 0.02% | 1298 |
|
|
2017
Q3 | $40.3M | Buy |
359,529
+9,819
| +3% | +$1.1M | 0.02% | 1528 |
|
|
2017
Q2 | $36.5M | Buy |
349,710
+9,456
| +3% | +$986K | 0.02% | 1570 |
|
|
2017
Q1 | $35.2M | Buy |
340,254
+22,477
| +7% | +$2.33M | 0.02% | 1552 |
|
|
2016
Q4 | $35.5M | Buy |
317,777
+10,920
| +4% | +$1.22M | 0.02% | 1501 |
|
|
2016
Q3 | $33.2M | Buy |
306,857
+6,211
| +2% | +$671K | 0.02% | 1477 |
|
|
2016
Q2 | $26.7M | Buy |
300,646
+8,959
| +3% | +$794K | 0.02% | 1602 |
|
|
2016
Q1 | $24.3M | Buy |
291,687
+45,919
| +19% | +$3.83M | 0.01% | 1659 |
|
|
2015
Q4 | $21.7M | Buy |
245,768
+2,714
| +1% | +$240K | 0.01% | 1717 |
|
|
2015
Q3 | $21.1M | Buy |
243,054
+8,545
| +4% | +$742K | 0.01% | 1686 |
|
|
2015
Q2 | $26.7M | Buy |
234,509
+7,028
| +3% | +$801K | 0.02% | 1547 |
|
|
2015
Q1 | $24.4M | Buy |
227,481
+29,097
| +15% | +$3.12M | 0.02% | 1582 |
|
|
2014
Q4 | $19.6M | Buy |
198,384
+42,525
| +27% | +$4.21M | 0.01% | 1758 |
|
|
2014
Q3 | $17.2M | Buy |
155,859
+4,237
| +3% | +$467K | 0.01% | 1795 |
|
|
2014
Q2 | $15.9M | Buy |
151,622
+2,115
| +1% | +$222K | 0.01% | 1868 |
|
|
2014
Q1 | $14.2M | Buy |
149,507
+2,304
| +2% | +$219K | 0.01% | 1893 |
|
|
2013
Q4 | $14.6M | Buy |
147,203
+822
| +0.6% | +$81.4K | 0.01% | 1851 |
|
|
2013
Q3 | $12.8M | Sell |
146,381
-79,513
| -35% | -$6.98M | 0.01% | 1875 |
|
|
2013
Q2 | $17.3M | Buy |
+225,894
| New | +$17.3M | 0.02% | 1455 |
|