DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

CWT — California Water Service Group

Top Portfolio Positions

3,159 positions · $475,530,451,270 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.47%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.13%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.71%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.25%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.17%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.11%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.01%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.83%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in CWT

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,519,993	1,158,359	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$49,999,829	1,153,931	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$52,728,433	1,149,018	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$52,666,247	1,158,009	-3.8%	Shares	Sole	2025-08-12
2025-03-31	$58,322,480	1,203,518	-4.8%	Shares	Sole	2025-05-13
2024-12-31	$57,287,598	1,263,790	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$69,103,659	1,274,505	-1.1%	Shares	Sole	2024-11-07
2024-06-30	$62,491,001	1,288,740	+2.0%	Shares	Sole	2024-08-09
2024-03-31	$58,705,585	1,263,029	+1.1%	Shares	Sole	2024-05-10
2023-12-31	$64,788,220	1,249,050	+0.9%	Shares	Sole	2024-02-07
2023-09-30	$58,572,475	1,238,057	+0.5%	Shares	Sole	2023-11-09
2023-06-30	$63,620,961	1,232,248	+1.5%	Shares	Sole	2023-08-09
2023-03-31	$70,639,958	1,213,745	-3.5%	Shares	Sole	2023-05-12
2022-12-31	$76,256,253	1,257,524	+1.1%	Shares	Sole	2023-02-09
2022-09-30	$65,522,963	1,243,556	+0.6%	Shares	Sole	2022-11-10
2022-06-30	$68,693,573	1,236,608	-0.3%	Shares	Sole	2022-08-12
2022-03-31	$73,516,803	1,240,162	+1.2%	Shares	Defined	2022-05-13
2021-12-31	$88,067,376	1,225,541	-2.6%	Shares	Defined	2022-02-09
2021-09-30	$74,156,510	1,258,383	-1.1%	Shares	Defined	2021-11-12
2021-06-30	$70,671,484	1,272,443	-4.6%	Shares	Defined	2021-08-12
2021-03-31	$75,155,700	1,333,967	-4.8%	Shares	Defined	2021-05-14
2020-12-31	$75,746,223	1,401,929	-1.5%	Shares	Defined	2021-03-08
2020-09-30	$61,814,099	1,422,649	-2.8%	Shares	Defined	2020-11-12
2020-06-30	$69,816,582	1,463,660	-1.3%	Shares	Defined	2020-08-13
2020-03-31	$74,593,009	1,482,373	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.