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DIMENSIONAL FUND ADVISORS LP

Position in WSO — Watsco Inc

CIK 354204 AUSTIN, TX

Position in WSO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$98,046,981
+$15,496,847 QoQ
Shares Held
245,542
+3.5% QoQ
Ownership
0.595%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 782 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 81% Shared 14% None 5%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,436,774,787 across 20 Industrial Distribution names. WSO ranks #12 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WSO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 WSO-B 10,265
2026-06-30 $98,046,981 235,277
2026-03-31 WSO-B 10,265
2026-03-31 $82,550,134 226,917
2025-12-31 WSO-B $3,478,295 10,265
2025-12-31 $75,896,975 225,247
2025-09-30 WSO-B 10,265
2025-09-30 $91,902,644 227,313
2025-06-30 WSO-B $4,490,732 10,265
2025-06-30 $104,106,172 235,737
2025-03-31 WSO-B 10,265
2025-03-31 $113,532,361 223,357
2024-12-31 WSO-B 10,276
2024-12-31 $103,775,747 218,987
2024-09-30 WSO-B 10,276
2024-09-30 $105,079,338 213,628
2024-06-30 WSO-B 10,276
2024-06-30 $103,724,993 223,912
2024-03-31 WSO-B $4,412,000 10,276
2024-03-31 $82,923,119 191,965
2023-12-31 WSO-B 10,276
2023-12-31 $95,178,610 222,136
2023-09-30 WSO-B 10,276
2023-09-30 $86,930,745 230,146
2023-06-30 WSO-B 10,276
2023-06-30 $89,196,076 233,822
2023-03-31 WSO-B $3,240,228 10,276
2023-03-31 $74,568,110 234,373
2022-12-31 WSO-B $2,594,792 10,276
2022-12-31 $60,136,822 241,126
2022-09-30 WSO-B 10,276
2022-09-30 $61,603,739 239,275
2022-06-30 WSO-B $2,505,905 10,276
2022-06-30 $56,208,434 235,359
2022-03-31 WSO-B 10,265
2022-03-31 $69,635,220 228,582
2021-12-31 WSO-B $3,149,507 10,265
2021-12-31 $71,160,801 227,438
2021-09-30 WSO-B $2,758,102 10,265
2021-09-30 $61,395,809 232,015
2021-06-30 WSO-B 10,265
2021-06-30 $65,536,796 228,638
2021-03-31 WSO-B $2,622,707 10,265
2021-03-31 $60,673,135 232,687
2020-12-31 WSO-B $2,392,258 10,265
2020-12-31 $52,928,423 233,628
2020-09-30 WSO-B 10,265
2020-09-30 $55,782,278 239,522
2020-06-30 WSO-B 10,265
2020-06-30 $43,069,326 242,371