Dimensional Fund Advisors’s WVS Financial Corp WVFC Stock Holding History

Dimensional Fund Advisors’s Portfolio WVFC Stock Details WVFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-35,129	Closed	-$529K	–	3570
2022 Q1	$529K	Hold	35,129	–	–	﹤0.01%	3140
2021 Q4	$541K	Sell	35,129 -993	-3%	-$15.4K	﹤0.01%	3148
2021 Q3	$577K	Hold	36,122	–	–	﹤0.01%	3149
2021 Q2	$596K	Buy	36,122 +5	+0%	+$81	﹤0.01%	3129
2021 Q1	$571K	Hold	36,117	–	–	﹤0.01%	3119
2020 Q4	$515K	Hold	36,117	–	–	﹤0.01%	3088
2020 Q3	$480K	Hold	36,117	–	–	﹤0.01%	3071
2020 Q2	$476K	Hold	36,117	–	–	﹤0.01%	3083
2020 Q1	$477K	Hold	36,117	–	–	﹤0.01%	3062
2019 Q4	$594K	Hold	36,117	–	–	﹤0.01%	3110
2019 Q3	$578K	Hold	36,117	–	–	﹤0.01%	3122
2019 Q2	$632K	Buy	36,117 +100	+0.3%	+$1.73K	﹤0.01%	3149
2019 Q1	$620K	Hold	36,017	–	–	﹤0.01%	3127
2018 Q4	$532K	Hold	36,017	–	–	﹤0.01%	3135
2018 Q3	$577K	Hold	36,017	–	–	﹤0.01%	3152
2018 Q2	$596K	Buy	36,017 +102	+0.3%	+$1.65K	﹤0.01%	3099
2018 Q1	$578K	Hold	35,915	–	–	﹤0.01%	3083
2017 Q4	$557K	Hold	35,915	–	–	﹤0.01%	3083
2017 Q3	$585K	Hold	35,915	–	–	﹤0.01%	3083
2017 Q2	$578K	Hold	35,915	–	–	﹤0.01%	3070
2017 Q1	$537K	Hold	35,915	–	–	﹤0.01%	3081
2016 Q4	$531K	Hold	35,915	–	–	﹤0.01%	3083
2016 Q3	$456K	Hold	35,915	–	–	﹤0.01%	3085
2016 Q2	$400K	Hold	35,915	–	–	﹤0.01%	3087
2016 Q1	$414K	Hold	35,915	–	–	﹤0.01%	3078
2015 Q4	$442K	Hold	35,915	–	–	﹤0.01%	3114
2015 Q3	$391K	Hold	35,915	–	–	﹤0.01%	3162
2015 Q2	$426K	Buy	35,915 +35	+0.1%	+$417	﹤0.01%	3161
2015 Q1	$422K	Hold	35,880	–	–	﹤0.01%	3133
2014 Q4	$388K	Hold	35,880	–	–	﹤0.01%	3173
2014 Q3	$389K	Hold	35,880	–	–	﹤0.01%	3187
2014 Q2	$389K	Hold	35,880	–	–	﹤0.01%	3226
2014 Q1	$415K	Hold	35,880	–	–	﹤0.01%	3221
2013 Q4	$439K	Hold	35,880	–	–	﹤0.01%	3196
2013 Q3	$418K	Hold	35,880	–	–	﹤0.01%	3214
2013 Q2	$381K	Buy	+35,880	New	+$406K	﹤0.01%	3228

Other funds holding WVFC

Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Dimensional Fund Advisors's WVFC Position: Q2 2022 in Review

Dimensional Fund Advisors sold out of WVS Financial Corp (WVFC) in Q2 2022, closing a stake of 35,129 shares — an estimated $529K sold.

Dimensional Fund Advisors first reported a position in WVFC in Q2 2013 and held it in 36 quarters. The position peaked at $632K in Q2 2019. 5 funds tracked by Wall St. Rank hold WVFC as of Q2 2022.

Dimensional Fund Advisors reported no remaining WVS Financial Corp position as of Q2 2022 after selling out during the quarter.
Dimensional Fund Advisors sold 35,129 WVS Financial Corp shares in Q2 2022, an estimated $529K.
Dimensional Fund Advisors first reported a position in WVS Financial Corp in Q2 2013 and held it in 36 quarters.
Dimensional Fund Advisors's WVS Financial Corp position peaked at $632K in Q2 2019.
5 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2022.

Based on Dimensional Fund Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.