DIMENSIONAL FUND ADVISORS LP
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,408,359 | 350,325 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $24,027,121 | 353,444 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $16,994,237 | 231,845 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $11,778,974 | 153,093 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $11,981,547 | 138,435 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $12,096,587 | 124,246 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $10,189,576 | 132,556 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $11,385,507 | 131,731 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $12,209,525 | 142,668 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $103,804 | 1,431 | Shares | Defined | 2023-11-09 |
| 2023-06-30 | $12,373,552 | 143,912 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $9,103,543 | 127,787 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $7,832,476 | 108,348 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $5,352,298 | 73,835 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $4,859,387 | 63,331 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $5,436,093 | 65,948 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $6,288,801 | 65,948 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $5,711,215 | 67,805 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $4,860,262 | 67,805 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $4,904,123 | 68,075 | Shares | Defined | 2021-05-14 |