Dimensional Fund Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6M | Sell |
474,350
-10,310
| -2% | -$926K | 0.01% | 1592 |
|
|
2025
Q1 | $37.6M | Sell |
484,660
-136,536
| -22% | -$10.6M | 0.01% | 1613 |
|
|
2024
Q4 | $34.9M | Buy |
621,196
+50,014
| +9% | +$2.81M | 0.01% | 1720 |
|
|
2024
Q3 | $34.9M | Buy |
571,182
+2,171
| +0.4% | +$133K | 0.01% | 1715 |
|
|
2024
Q2 | $29.8M | Buy |
569,011
+24,428
| +4% | +$1.28M | 0.01% | 1759 |
|
|
2024
Q1 | $25.7M | Buy |
544,583
+16,002
| +3% | +$754K | 0.01% | 1865 |
|
|
2023
Q4 | $26.1M | Buy |
528,581
+24,676
| +5% | +$1.22M | 0.01% | 1850 |
|
|
2023
Q3 | $20.4M | Buy |
503,905
+16,322
| +3% | +$662K | 0.01% | 1910 |
|
|
2023
Q2 | $21.1M | Buy |
487,583
+7,561
| +2% | +$327K | 0.01% | 1902 |
|
|
2023
Q1 | $23.1M | Buy |
480,022
+17,195
| +4% | +$828K | 0.01% | 1825 |
|
|
2022
Q4 | $18.1K | Buy |
462,827
+12,334
| +3% | +$482 | 0.01% | 1923 |
|
|
2022
Q3 | $14.6M | Buy |
450,493
+44,603
| +11% | +$1.44M | 0.01% | 1991 |
|
|
2022
Q2 | $14.6M | Buy |
405,890
+13,374
| +3% | +$482K | 0.01% | 2027 |
|
|
2022
Q1 | $18.7M | Buy |
392,516
+40,747
| +12% | +$1.94M | 0.01% | 1999 |
|
|
2021
Q4 | $15.1M | Buy |
351,769
+19,652
| +6% | +$844K | ﹤0.01% | 2137 |
|
|
2021
Q3 | $12.5M | Buy |
332,117
+4,129
| +1% | +$155K | ﹤0.01% | 2225 |
|
|
2021
Q2 | $14.5M | Buy |
327,988
+5,623
| +2% | +$248K | ﹤0.01% | 2197 |
|
|
2021
Q1 | $12.3M | Sell |
322,365
-19,455
| -6% | -$743K | ﹤0.01% | 2243 |
|
|
2020
Q4 | $14.3M | Sell |
341,820
-2,019
| -0.6% | -$84.3K | 0.01% | 2128 |
|
|
2020
Q3 | $16.9M | Sell |
343,839
-47,120
| -12% | -$2.31M | 0.01% | 1936 |
|
|
2020
Q2 | $17.2M | Buy |
390,959
+33,100
| +9% | +$1.46M | 0.01% | 1945 |
|
|
2020
Q1 | $9.85M | Sell |
357,859
-253,719
| -41% | -$6.98M | 0.01% | 2130 |
|
|
2019
Q4 | $18.2M | Sell |
611,578
-106,706
| -15% | -$3.17M | 0.01% | 2091 |
|
|
2019
Q3 | $18.8M | Sell |
718,284
-151,574
| -17% | -$3.98M | 0.01% | 2051 |
|
|
2019
Q2 | $21M | Sell |
869,858
-40,083
| -4% | -$969K | 0.01% | 2015 |
|
|
2019
Q1 | $21.7M | Sell |
909,941
-38,316
| -4% | -$913K | 0.01% | 2006 |
|
|
2018
Q4 | $18.5M | Sell |
948,257
-2,466
| -0.3% | -$48.2K | 0.01% | 2015 |
|
|
2018
Q3 | $16.6M | Buy |
950,723
+447,626
| +89% | +$7.83M | 0.01% | 2214 |
|
|
2018
Q2 | $11.1M | Sell |
503,097
-123,605
| -20% | -$2.73M | ﹤0.01% | 2375 |
|
|
2018
Q1 | $12.8M | Sell |
626,702
-131,185
| -17% | -$2.67M | 0.01% | 2275 |
|
|
2017
Q4 | $16.8M | Sell |
757,887
-119,771
| -14% | -$2.65M | 0.01% | 2147 |
|
|
2017
Q3 | $16.8M | Sell |
877,658
-10,393
| -1% | -$198K | 0.01% | 2142 |
|
|
2017
Q2 | $17.7M | Buy |
888,051
+133,072
| +18% | +$2.65M | 0.01% | 2091 |
|
|
2017
Q1 | $15.7M | Sell |
754,979
-64,454
| -8% | -$1.34M | 0.01% | 2114 |
|
|
2016
Q4 | $15.8M | Sell |
819,433
-377,326
| -32% | -$7.29M | 0.01% | 2101 |
|
|
2016
Q3 | $32.3M | Sell |
1,196,759
-275,799
| -19% | -$7.45M | 0.02% | 1499 |
|
|
2016
Q2 | $34.6M | Sell |
1,472,558
-160,549
| -10% | -$3.78M | 0.02% | 1357 |
|
|
2016
Q1 | $27.1M | Buy |
1,633,107
+159,079
| +11% | +$2.64M | 0.02% | 1559 |
|
|
2015
Q4 | $18.3M | Buy |
1,474,028
+765,496
| +108% | +$9.51M | 0.01% | 1851 |
|
|
2015
Q3 | $8.51M | Buy |
708,532
+461,780
| +187% | +$5.55M | 0.01% | 2295 |
|
|
2015
Q2 | $4.28M | Buy |
246,752
+171,728
| +229% | +$2.98M | ﹤0.01% | 2616 |
|
|
2015
Q1 | $1.43M | Hold |
75,024
| – | – | ﹤0.01% | 2906 |
|
|
2014
Q4 | $1.53M | Buy |
75,024
+23,285
| +45% | +$473K | ﹤0.01% | 2909 |
|
|
2014
Q3 | $1.03M | Buy |
51,739
+1,383
| +3% | +$27.6K | ﹤0.01% | 3002 |
|
|
2014
Q2 | $1.32M | Hold |
50,356
| – | – | ﹤0.01% | 2970 |
|
|
2014
Q1 | $1.14M | Buy |
50,356
+18,828
| +60% | +$427K | ﹤0.01% | 3012 |
|
|
2013
Q4 | $637K | Buy |
31,528
+16,078
| +104% | +$325K | ﹤0.01% | 3134 |
|
|
2013
Q3 | $383K | Sell |
15,450
-705
| -4% | -$17.5K | ﹤0.01% | 3224 |
|
|
2013
Q2 | $318K | Buy |
+16,155
| New | +$318K | ﹤0.01% | 3247 |
|