DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

WSBF — Waterstone Financial, Inc.

Top Portfolio Positions

3,142 positions · $470,550,496,304 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.50%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.16%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.73%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.27%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.19%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.12%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.02%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.84%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.82%

49 quarters · across all stocks

Compact Export CSV

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,485,438	1,413,502	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$23,420,714	1,415,149	-0.9%	Shares	Sole	2026-02-12
2025-09-30	$22,265,643	1,427,285	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$19,811,093	1,434,547	-3.2%	Shares	Sole	2025-08-12
2025-03-31	$19,929,697	1,481,762	-2.1%	Shares	Sole	2025-05-13
2024-12-31	$20,339,113	1,513,327	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$22,308,645	1,517,595	-1.1%	Shares	Sole	2024-11-07
2024-06-30	$19,629,693	1,534,769	-5.6%	Shares	Sole	2024-08-09
2024-03-31	$19,789,586	1,626,096	-1.6%	Shares	Sole	2024-05-10
2023-12-31	$23,463,496	1,652,359	-2.6%	Shares	Sole	2024-02-07
2023-09-30	$18,569,227	1,695,820	-4.6%	Shares	Sole	2023-11-09
2023-06-30	$25,744,411	1,776,702	-3.5%	Shares	Sole	2023-08-09
2023-03-31	$27,851,334	1,840,802	-2.5%	Shares	Sole	2023-05-12
2022-12-31	$32,547,223	1,887,890	-0.7%	Shares	Sole	2023-02-09
2022-09-30	$30,738,210	1,902,117	-1.5%	Shares	Sole	2022-11-10
2022-06-30	$32,922,833	1,930,958	+4.8%	Shares	Sole	2022-08-12
2022-03-31	$35,624,666	1,842,020	-0.8%	Shares	Defined	2022-05-13
2021-12-31	$40,575,766	1,856,165	-1.3%	Shares	Defined	2022-02-09
2021-09-30	$38,548,779	1,881,346	+0.2%	Shares	Defined	2021-11-12
2021-06-30	$36,919,749	1,877,912	-1.1%	Shares	Defined	2021-08-12
2021-03-31	$38,790,975	1,899,656	-5.2%	Shares	Defined	2021-05-14
2020-09-30	$31,053,531	2,004,747	-1.9%	Shares	Defined	2020-11-12
2020-06-30	$30,310,176	2,043,842	+0.8%	Shares	Defined	2020-08-13
2020-03-31	$29,491,249	2,028,284	—	Shares	Defined	2020-05-14
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