Dimensional Fund Advisors
WFM

Dimensional Fund Advisors’s Whole Foods Market Inc WFM Stock Holding History

Dimensional Fund Advisors’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,278,916
Closed -$138M – 3378
2017
Q2 		$138M Buy
3,278,916
+228,631
+7% +$8.33M 0.06% 344
2017
Q1 		$90.6M Buy
3,050,285
+874,149
+40% +$26.3M 0.04% 582
2016
Q4 		$66.9M Buy
2,176,136
+388,088
+22% +$11.7M 0.03% 810
2016
Q3 		$50.7M Buy
1,788,048
+242,054
+16% +$7.45M 0.03% 1022
2016
Q2 		$49.5M Buy
1,545,994
+93,282
+6% +$2.9M 0.03% 988
2016
Q1 		$45.2M Buy
1,452,712
+568,887
+64% +$17.8M 0.03% 1043
2015
Q4 		$29.6M Buy
883,825
+56,867
+7% +$1.81M 0.02% 1410
2015
Q3 		$26.2M Buy
826,958
+3,514
+0.4% +$124K 0.02% 1478
2015
Q2 		$32.5M Buy
823,444
+87,792
+12% +$3.93M 0.02% 1348
2015
Q1 		$38.3M Buy
735,652
+41,591
+6% +$2.23M 0.02% 1119
2014
Q4 		$35M Buy
694,061
+192,181
+38% +$8.47M 0.02% 1129
2014
Q3 		$19.1M Buy
501,880
+85
+0% +$3.25K 0.01% 1686
2014
Q2 		$19.4M Buy
501,795
+4,984
+1% +$217K 0.01% 1683
2014
Q1 		$25.2M Buy
496,811
+781
+0.2% +$41.6K 0.02% 1331
2013
Q4 		$28.7M Sell
496,030
-4,132
-0.8% -$245K 0.02% 1121
2013
Q3 		$29.3M Buy
500,162
+16,430
+3% +$907K 0.03% 981
2013
Q2 		$24.9M Buy
+483,732
New +$23.3M 0.02% 1024

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Dimensional Fund Advisors's WFM Position: Q3 2017 in Review

Dimensional Fund Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 3,278,916 shares — an estimated $138M sold.

Dimensional Fund Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $138M in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Dimensional Fund Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Dimensional Fund Advisors sold 3,278,916 Whole Foods Market Inc shares in Q3 2017, an estimated $138M.
  • Dimensional Fund Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Dimensional Fund Advisors's Whole Foods Market Inc position peaked at $138M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Dimensional Fund Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.