Dimensional Fund Advisors’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-61,946
Closed -$676K 3349
2025
Q1
$676K Buy
61,946
+9,589
+18% +$113K ﹤0.01% 2957
2024
Q4
$628K Buy
52,357
+20,883
+66% +$265K ﹤0.01% 2997
2024
Q3
$386K Buy
31,474
+3,289
+12% +$38.9K ﹤0.01% 3076
2024
Q2
$321K Hold
28,185
﹤0.01% 3099
2024
Q1
$348K Hold
28,185
﹤0.01% 3111
2023
Q4
$344K Hold
28,185
﹤0.01% 3102
2023
Q3
$352K Buy
28,185
+4
+0% +$46 ﹤0.01% 3111
2023
Q2
$286K Hold
28,181
﹤0.01% 3170
2023
Q1
$319K Hold
28,181
﹤0.01% 3109
2022
Q4
$341 Buy
28,181
+4
+0% +$46 ﹤0.01% 3112
2022
Q3
$320K Buy
28,177
+5,153
+22% +$59.2K ﹤0.01% 3147
2022
Q2
$269K Buy
+23,024
New +$275K ﹤0.01% 3204

Dimensional Fund Advisors's WMPN Position: Q2 2025 in Review

Dimensional Fund Advisors sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2025, closing a stake of 61,946 shares — an estimated $676K sold.

Dimensional Fund Advisors first reported a position in WMPN in Q2 2022 and held it in 12 quarters. The position peaked at $676K in Q1 2025. 0 funds tracked by Wall St. Rank hold WMPN as of Q2 2025.

  • Dimensional Fund Advisors reported no remaining William Penn Bancorporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 61,946 William Penn Bancorporation Common Stock shares in Q2 2025, an estimated $676K.
  • Dimensional Fund Advisors first reported a position in William Penn Bancorporation Common Stock in Q2 2022 and held it in 12 quarters.
  • Dimensional Fund Advisors's William Penn Bancorporation Common Stock position peaked at $676K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2025.

Based on Dimensional Fund Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.