DIMENSIONAL FUND ADVISORS LP WSO/B D WATSCO INC COM

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  99 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported D WATSCO INC COM (WSO/B) in 99 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows WSO/B at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSO/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSIONAL FUND ADVISORS LP's position in D WATSCO INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WSO/B was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DIMENSIONAL FUND ADVISORS LP held WSO/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,265 0% 0.00% $3.8M 2026-05-07
2025 Q4 UNCHANGED 10,265 0% 0.00% $3.5M 2026-02-12
2025 Q3 UNCHANGED 10,265 0% 0.00% $4.1M 2025-11-12
2025 Q2 UNCHANGED 10,265 0% 0.00% $4.5M 2025-08-12
2025 Q1 REDUCED 10,265 -11 -0.1% 0.00% $5.2M 2025-05-13
2024 Q4 UNCHANGED 10,276 0% 0.00% $5.5M 2025-02-13
2024 Q3 UNCHANGED 10,276 0% 0.00% $5.1M 2024-11-07
2024 Q2 UNCHANGED 10,276 0% 0.00% $4.6M 2024-08-09
2024 Q1 UNCHANGED 10,276 0% 0.00% $4.4M 2024-05-10
2023 Q4 UNCHANGED 10,276 0% 0.00% $4.3M 2024-02-07
89 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DIMENSIONAL FUND ADVISORS LP and WSO/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSIONAL FUND ADVISORS LP reported owning WSO/B?

DIMENSIONAL FUND ADVISORS LP reported WSO/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WSO/B position in DIMENSIONAL FUND ADVISORS LP's portfolio?

The largest reported portfolio weight for WSO/B was 0.00% in 2024 Q4.

What is the latest reported WSO/B position on this page?

The most recent filing on this page is 2026 Q1, when DIMENSIONAL FUND ADVISORS LP reported 10,265 shares, equal to 0.00% of portfolio, with an estimated market value of $3.8M.

What does the chart on this WSO/B ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly WSO/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to DIMENSIONAL FUND ADVISORS LP Holdings