Dimensional Fund Advisors
WSBF icon

Dimensional Fund Advisors’s Waterstone Financial WSBF Stock Holding History

Dimensional Fund Advisors’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.5M Sell
1,413,502
-1,647
-0.1% -$29.3K 0.01% 1859
2025
Q4 		$23.4M Sell
1,415,149
-12,136
-0.9% -$190K ﹤0.01% 1896
2025
Q3 		$22.3M Sell
1,427,285
-7,262
-0.5% -$104K ﹤0.01% 1930
2025
Q2 		$19.8M Sell
1,434,547
-47,215
-3% -$604K ﹤0.01% 1973
2025
Q1 		$19.9M Sell
1,481,762
-31,565
-2% -$430K 0.01% 1948
2024
Q4 		$20.3M Sell
1,513,327
-4,268
-0.3% -$62.9K ﹤0.01% 1993
2024
Q3 		$22.3M Sell
1,517,595
-17,174
-1% -$248K 0.01% 1954
2024
Q2 		$19.6M Sell
1,534,769
-91,327
-6% -$1.09M 0.01% 1962
2024
Q1 		$19.8M Sell
1,626,096
-26,263
-2% -$334K 0.01% 1993
2023
Q4 		$23.5M Sell
1,652,359
-43,461
-3% -$514K 0.01% 1907
2023
Q3 		$18.6M Sell
1,695,820
-80,882
-5% -$1.06M 0.01% 1964
2023
Q2 		$25.7M Sell
1,776,702
-64,100
-3% -$916K 0.01% 1797
2023
Q1 		$27.9M Sell
1,840,802
-47,088
-2% -$759K 0.01% 1736
2022
Q4 		$32.5K Sell
1,887,890
-14,227
-0.7% -$238K 0.01% 1599
2022
Q3 		$30.7M Sell
1,902,117
-28,841
-1% -$507K 0.01% 1576
2022
Q2 		$32.9M Buy
1,930,958
+88,938
+5% +$1.53M 0.01% 1587
2022
Q1 		$35.6M Sell
1,842,020
-14,145
-0.8% -$286K 0.01% 1640
2021
Q4 		$40.6M Sell
1,856,165
-25,181
-1% -$533K 0.01% 1569
2021
Q3 		$38.5M Buy
1,881,346
+3,434
+0.2% +$68.3K 0.01% 1600
2021
Q2 		$36.9M Sell
1,877,912
-21,744
-1% -$437K 0.01% 1682
2021
Q1 		$38.8M Sell
1,899,656
-60,196
-3% -$1.19M 0.01% 1631
2020
Q4 		$36.9M Sell
1,959,852
-44,895
-2% -$785K 0.01% 1607
2020
Q3 		$31.1M Sell
2,004,747
-39,095
-2% -$587K 0.01% 1575
2020
Q2 		$30.3M Buy
2,043,842
+15,558
+0.8% +$220K 0.01% 1596
2020
Q1 		$29.5M Sell
2,028,284
-25,347
-1% -$430K 0.02% 1481
2019
Q4 		$39.1M Sell
2,053,631
-10,882
-0.5% -$200K 0.01% 1647
2019
Q3 		$35.5M Buy
2,064,513
+5,063
+0.2% +$85.4K 0.01% 1676
2019
Q2 		$35.1M Buy
2,059,450
+13,432
+0.7% +$223K 0.01% 1722
2019
Q1 		$33.7M Buy
2,046,018
+57,587
+3% +$955K 0.01% 1750
2018
Q4 		$33.3M Buy
1,988,431
+55,520
+3% +$921K 0.02% 1648
2018
Q3 		$33.1M Buy
1,932,911
+59,649
+3% +$1.02M 0.01% 1825
2018
Q2 		$31.9M Buy
1,873,262
+58,289
+3% +$1.02M 0.01% 1829
2018
Q1 		$31.4M Buy
1,814,973
+78,579
+5% +$1.36M 0.01% 1778
2017
Q4 		$29.6M Buy
1,736,394
+44,612
+3% +$837K 0.01% 1834
2017
Q3 		$33M Buy
1,691,782
+75,395
+5% +$1.39M 0.01% 1706
2017
Q2 		$30.5M Buy
1,616,387
+62,140
+4% +$1.17M 0.01% 1730
2017
Q1 		$28.4M Buy
1,554,247
+79,435
+5% +$1.45M 0.01% 1741
2016
Q4 		$27.1M Buy
1,474,812
+98,051
+7% +$1.73M 0.01% 1742
2016
Q3 		$23.4M Buy
1,376,761
+66,034
+5% +$1.08M 0.01% 1788
2016
Q2 		$20.1M Buy
1,310,727
+54,338
+4% +$777K 0.01% 1839
2016
Q1 		$17.2M Buy
1,256,389
+54,661
+5% +$751K 0.01% 1917
2015
Q4 		$16.9M Buy
1,201,728
+36,295
+3% +$496K 0.01% 1902
2015
Q3 		$15.7M Buy
1,165,433
+96,338
+9% +$1.26M 0.01% 1946
2015
Q2 		$14.1M Buy
1,069,095
+110,266
+12% +$1.43M 0.01% 2085
2015
Q1 		$12.3M Buy
958,829
+29,625
+3% +$382K 0.01% 2134
2014
Q4 		$12.2M Buy
929,204
+86,232
+10% +$1.06M 0.01% 2132
2014
Q3 		$9.74M Buy
842,972
+72,802
+9% +$832K 0.01% 2212
2014
Q2 		$8.79M Buy
770,170
+160,053
+26% +$1.72M 0.01% 2303
2014
Q1 		$6.34M Buy
610,117
+130,239
+27% +$1.36M ﹤0.01% 2453
2013
Q4 		$4.86M Buy
479,878
+4,861
+1% +$48.3K ﹤0.01% 2566
2013
Q3 		$4.39M Buy
475,017
+3,641
+0.8% +$34.7K ﹤0.01% 2598
2013
Q2 		$4.37M Buy
+471,376
New +$3.64M ﹤0.01% 2546

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Waterstone Financial (WSBF) stake by 0.12% in Q1 2026, selling an estimated $29.3K and leaving 1,413,502 shares worth $25.5M. The position accounts for 0.01% of the portfolio, ranked #1859.

Dimensional Fund Advisors first reported a position in WSBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.6M in Q4 2021. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Dimensional Fund Advisors held 1,413,502 shares of Waterstone Financial worth $25.5M as of Q1 2026.
  • Dimensional Fund Advisors sold 1,647 Waterstone Financial shares in Q1 2026, an estimated $29.3K.
  • Waterstone Financial made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1859 holding.
  • Dimensional Fund Advisors first reported a position in Waterstone Financial in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Waterstone Financial position peaked at $40.6M in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

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