Dimensional Fund Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202M | Sell |
3,666,987
-121,420
| -3% | -$6.68M | 0.05% | 495 |
|
|
2025
Q1 | $197M | Sell |
3,788,407
-114,103
| -3% | -$5.92M | 0.05% | 483 |
|
|
2024
Q4 | $207M | Sell |
3,902,510
-1,507
| -0% | -$80.1K | 0.05% | 467 |
|
|
2024
Q3 | $199M | Buy |
3,904,017
+762
| +0% | +$38.9K | 0.05% | 490 |
|
|
2024
Q2 | $183M | Buy |
3,903,255
+110,279
| +3% | +$5.18M | 0.05% | 498 |
|
|
2024
Q1 | $171M | Buy |
3,792,976
+35,760
| +1% | +$1.61M | 0.05% | 529 |
|
|
2023
Q4 | $173M | Buy |
3,757,216
+77,589
| +2% | +$3.56M | 0.05% | 494 |
|
|
2023
Q3 | $134M | Buy |
3,679,627
+30,465
| +0.8% | +$1.11M | 0.04% | 576 |
|
|
2023
Q2 | $138M | Sell |
3,649,162
-25,255
| -0.7% | -$953K | 0.04% | 573 |
|
|
2023
Q1 | $138M | Sell |
3,674,417
-28,287
| -0.8% | -$1.06M | 0.05% | 552 |
|
|
2022
Q4 | $168K | Buy |
3,702,704
+14,039
| +0.4% | +$637 | 0.05% | 417 |
|
|
2022
Q3 | $171M | Buy |
3,688,665
+163,217
| +5% | +$7.58M | 0.07% | 350 |
|
|
2022
Q2 | $141M | Buy |
3,525,448
+261,823
| +8% | +$10.5M | 0.05% | 470 |
|
|
2022
Q1 | $152M | Buy |
3,263,625
+790,917
| +32% | +$36.9M | 0.05% | 529 |
|
|
2021
Q4 | $124M | Sell |
2,472,708
-52,992
| -2% | -$2.66M | 0.04% | 708 |
|
|
2021
Q3 | $130M | Sell |
2,525,700
-37,503
| -1% | -$1.92M | 0.04% | 620 |
|
|
2021
Q2 | $119M | Sell |
2,563,203
-185,672
| -7% | -$8.65M | 0.04% | 698 |
|
|
2021
Q1 | $137M | Sell |
2,748,875
-190,073
| -6% | -$9.46M | 0.05% | 567 |
|
|
2020
Q4 | $132M | Sell |
2,938,948
-121,984
| -4% | -$5.47M | 0.05% | 528 |
|
|
2020
Q3 | $82.6M | Sell |
3,060,932
-32,728
| -1% | -$883K | 0.04% | 737 |
|
|
2020
Q2 | $88.8M | Buy |
3,093,660
+80,435
| +3% | +$2.31M | 0.04% | 663 |
|
|
2020
Q1 | $75.1M | Buy |
3,013,225
+3,785
| +0.1% | +$94.3K | 0.04% | 635 |
|
|
2019
Q4 | $132M | Sell |
3,009,440
-62,443
| -2% | -$2.75M | 0.05% | 521 |
|
|
2019
Q3 | $135M | Sell |
3,071,883
-25,967
| -0.8% | -$1.15M | 0.05% | 451 |
|
|
2019
Q2 | $128M | Buy |
3,097,850
+66,942
| +2% | +$2.76M | 0.05% | 494 |
|
|
2019
Q1 | $117M | Buy |
3,030,908
+1,669,776
| +123% | +$64.5M | 0.05% | 540 |
|
|
2018
Q4 | $51.6M | Buy |
1,361,132
+64,474
| +5% | +$2.44M | 0.02% | 1201 |
|
|
2018
Q3 | $61.1M | Buy |
1,296,658
+11,952
| +0.9% | +$564K | 0.02% | 1220 |
|
|
2018
Q2 | $68.5M | Buy |
1,284,706
+14,121
| +1% | +$753K | 0.03% | 1053 |
|
|
2018
Q1 | $60.9M | Buy |
1,270,585
+9,198
| +0.7% | +$441K | 0.03% | 1107 |
|
|
2017
Q4 | $60.4M | Buy |
1,261,387
+18,817
| +2% | +$900K | 0.03% | 1134 |
|
|
2017
Q3 | $60.6M | Buy |
1,242,570
+36,426
| +3% | +$1.78M | 0.03% | 1077 |
|
|
2017
Q2 | $54.7M | Buy |
1,206,144
+7,081
| +0.6% | +$321K | 0.03% | 1132 |
|
|
2017
Q1 | $55.1M | Buy |
1,199,063
+36,914
| +3% | +$1.7M | 0.03% | 1080 |
|
|
2016
Q4 | $53.9M | Buy |
1,162,149
+62,374
| +6% | +$2.89M | 0.03% | 1041 |
|
|
2016
Q3 | $40.1M | Buy |
1,099,775
+78,248
| +8% | +$2.86M | 0.02% | 1275 |
|
|
2016
Q2 | $32.9M | Buy |
1,021,527
+85,811
| +9% | +$2.76M | 0.02% | 1416 |
|
|
2016
Q1 | $30.4M | Buy |
935,716
+74,887
| +9% | +$2.44M | 0.02% | 1456 |
|
|
2015
Q4 | $27.9M | Buy |
860,829
+108,524
| +14% | +$3.51M | 0.02% | 1467 |
|
|
2015
Q3 | $21.7M | Buy |
752,305
+69,034
| +10% | +$1.99M | 0.01% | 1658 |
|
|
2015
Q2 | $18.7M | Buy |
683,271
+52,602
| +8% | +$1.44M | 0.01% | 1903 |
|
|
2015
Q1 | $15.9M | Buy |
630,669
+39,582
| +7% | +$998K | 0.01% | 1978 |
|
|
2014
Q4 | $15.2M | Buy |
591,087
+76,020
| +15% | +$1.95M | 0.01% | 2004 |
|
|
2014
Q3 | $12.3M | Sell |
515,067
-13,632
| -3% | -$325K | 0.01% | 2043 |
|
|
2014
Q2 | $13M | Buy |
528,699
+35,064
| +7% | +$861K | 0.01% | 2033 |
|
|
2014
Q1 | $11.8M | Buy |
493,635
+375
| +0.1% | +$8.93K | 0.01% | 2050 |
|
|
2013
Q4 | $12.7M | Buy |
493,260
+36,648
| +8% | +$947K | 0.01% | 1972 |
|
|
2013
Q3 | $9.17M | Buy |
456,612
+9,561
| +2% | +$192K | 0.01% | 2173 |
|
|
2013
Q2 | $7.81M | Buy |
+447,051
| New | +$7.81M | 0.01% | 2216 |
|