Number of Shares
5.72 Mil
Current Holdings Value*
$406.20 Mil
% of Portfolio
1.56%
Total Estimate Gain
$187.83 Mil
% of Total Estimate Gain
57.77%

THE U.S. LARGE CAP VALUE SERIES's Wells Fargo & Co Holding Summary

As of 2025-04-30, DFA INVESTMENT TRUST CO held 5.72 Mil shares of Wells Fargo & Co(WFC), totaling $406.20 Mil. This investment constitutes 1.56% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.18% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2021Q4. And since then THE U.S. LARGE CAP VALUE SERIES has made 6 purchases of WFC, at an average price of $46.77, for a total of 6.95 Mil shares. In addition, there have been 2 sales at an average price of $41.95 for 1.23 Mil shares. Based on historical transaction data and WFC's current price of $80.64, THE U.S. LARGE CAP VALUE SERIES's estimated gain on his WFC holdings is $187.83 Mil, reflecting a 57.77% gain to date.

THE U.S. LARGE CAP VALUE SERIES WFC ($80.64) Holding Chart

THE U.S. LARGE CAP VALUE SERIES WFC ($80.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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