Position in YORW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,552,744
+$543,230 QoQ
Shares Held
311,672
+5.3% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 167 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in YORW 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. YORW ranks #8 (2.0% 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.
|
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
This page
|
311,672 | $9,552,744 |
All Filings in YORW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,552,744 | 311,672 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,009,514 | 295,879 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,565,658 | 300,429 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,773,731 | 321,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,412,293 | 329,503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,760,784 | 339,123 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,928,597 | 364,566 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,984,678 | 373,323 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,820,028 | 372,608 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,011,605 | 386,314 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,188,781 | 393,288 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,764,534 | 393,826 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,275,812 | 394,374 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,649,793 | 394,850 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,694,903 | 393,395 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,662,580 | 381,540 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,434,837 | 381,767 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,111,129 | 380,501 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $19,032,387 | 382,330 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,049,920 | 390,337 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,800,182 | 392,940 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,007,428 | 408,565 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,271,046 | 435,001 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $18,441,259 | 436,273 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,284,312 | 443,793 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $19,421,665 | 446,886 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||