Position in ARTNA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,534,066
+$485,211 QoQ
Shares Held
192,235
+1.2% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in ARTNA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $480,808,428 across 12 Utilities - Regulated Water names. ARTNA ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
996,862 | $131,167,100 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
3,006,373 | $115,174,147 | |
| 3 | AWR |
American States Water Co
|
749,299 | $61,914,574 | |
| 4 | CWT |
California Water Service Group
|
1,174,914 | $57,159,563 | |
| 5 | HTO |
H2o America
|
714,601 | $43,426,300 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
3,693,536 | $21,348,635 | |
| 7 | MSEX |
Middlesex Water Co
|
348,430 | $19,567,827 | |
| 8 | YORW |
York Water Co
|
311,672 | $9,552,744 |
All Filings in ARTNA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,534,066 | 192,235 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,048,855 | 189,917 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,964,710 | 188,697 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,332,385 | 194,245 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,640,449 | 197,868 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,781,077 | 207,690 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,976,256 | 220,628 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,243,250 | 221,712 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,925,062 | 225,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,647,110 | 233,013 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,000,017 | 241,255 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,079,655 | 240,049 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,509,259 | 243,737 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,388,039 | 241,836 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,117,192 | 240,990 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,303,723 | 234,907 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,576,239 | 235,433 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,406,871 | 234,951 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,000,502 | 237,438 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,229,315 | 241,795 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,971,291 | 243,984 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,832,516 | 249,683 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,845,963 | 265,533 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $9,377,011 | 272,034 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,971,875 | 274,783 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,345,886 | 276,776 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||