Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$115,174,147
-$863,454 QoQ
Shares Held
3,006,373
+4.3% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 13%
None 5%
Common Shares in WTRG 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. WTRG ranks #2 (24.0% 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.
This page
|
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 WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,174,147 | 3,006,373 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $116,037,601 | 2,881,490 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $106,458,126 | 2,775,238 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $106,201,987 | 2,661,704 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $74,301,873 | 2,000,589 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $73,693,286 | 1,864,237 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,171,308 | 1,601,633 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $60,708,870 | 1,573,992 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $56,000,597 | 1,500,150 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $46,879,104 | 1,265,293 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,854,012 | 1,281,232 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,457,797 | 1,236,755 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $47,177,050 | 1,182,086 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,731,840 | 1,139,332 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,690,203 | 1,082,971 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $45,950,832 | 1,110,460 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $54,284,518 | 1,183,959 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $60,657,666 | 1,186,342 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $56,838,757 | 1,058,647 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $47,075,420 | 1,021,602 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,185,920 | 988,751 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $42,562,888 | 951,126 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $43,872,304 | 927,729 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $36,495,721 | 906,726 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $34,464,883 | 815,930 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $33,939,770 | 833,901 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||