DIMENSIONAL FUND ADVISORS LP

Position in UTL — Unitil Corp

CIK 354204 AUSTIN, TX

Back to UTL Full portfolio

Position in UTL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$17,978,669

+$190,690 QoQ

Shares Held

341,216

+0.2% QoQ

Ownership

1.87%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 243 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 4% None 6%

Common Shares in UTL Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $441,531,492 across 5 Utilities - Diversified names. UTL ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	2,147,234	$199,070,062
2	AES	Aes Corp	7,888,298	$115,642,446
3	AVA	Avista Corp	1,533,324	$62,728,282
4	AQN	Algonquin Power & Utilities Corp.	7,868,948	$46,112,033
5	UTL	Unitil Corp This page	341,216	$17,978,669

All Filings in UTL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,978,669	341,216	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$17,787,979	340,505	-2.4%	Shares	Sole	2026-05-07
2025-12-31	$16,894,079	348,763	-5.6%	Shares	Sole	2026-02-12
2025-09-30	$17,685,225	369,520	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$19,721,354	378,166	-4.4%	Shares	Sole	2025-08-12
2025-03-31	$22,813,047	395,442	-7.4%	Shares	Sole	2025-05-13
2024-12-31	$23,138,315	426,985	-2.5%	Shares	Sole	2025-02-13
2024-09-30	$26,535,612	438,026	-0.9%	Shares	Sole	2024-11-07
2024-06-30	$22,898,014	442,132	+1.3%	Shares	Sole	2024-08-09
2024-03-31	$22,842,502	436,342	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$22,923,725	436,061	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$18,656,239	436,812	-0.6%	Shares	Sole	2023-11-09
2023-06-30	$22,283,138	439,423	-1.3%	Shares	Sole	2023-08-09
2023-03-31	$25,386,105	445,058	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$22,932,031	446,496	+4.5%	Shares	Sole	2023-02-09
2022-09-30	$19,845,528	427,245	+0.6%	Shares	Sole	2022-11-10
2022-06-30	$24,932,686	424,603	+1.3%	Shares	Sole	2022-08-12
2022-03-31	$20,915,132	419,309	+0.5%	Shares	Defined	2022-05-13
2021-12-31	$19,196,639	417,409	-1.9%	Shares	Defined	2022-02-09
2021-09-30	$18,207,510	425,608	-0.2%	Shares	Defined	2021-11-12
2021-06-30	$22,593,982	426,543	-6.2%	Shares	Defined	2021-08-12
2021-03-31	$20,769,486	454,574	-7.8%	Shares	Defined	2021-05-14
2020-12-31	$21,836,177	493,250	-4.0%	Shares	Defined	2021-03-08
2020-09-30	$19,857,675	513,915	-2.6%	Shares	Defined	2020-11-12
2020-06-30	$23,655,951	527,799	-4.1%	Shares	Defined	2020-08-13
2020-03-31	$28,793,998	550,344	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.