Dimensional Fund Advisors
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Dimensional Fund Advisors’s Global Water Resources GWRS Stock Holding History

Dimensional Fund Advisors’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
159,179
+17,667
+12% +$128K ﹤0.01% 2835
2026
Q1 		$1.07M Sell
141,512
-9,892
-7% -$83.3K ﹤0.01% 2826
2025
Q4 		$1.28M Buy
151,404
+251
+0.2% +$2.36K ﹤0.01% 2826
2025
Q3 		$1.56M Buy
151,153
+3,082
+2% +$30.8K ﹤0.01% 2824
2025
Q2 		$1.51M Buy
148,071
+11,774
+9% +$121K ﹤0.01% 2823
2025
Q1 		$1.41M Buy
136,297
+8,029
+6% +$91.2K ﹤0.01% 2800
2024
Q4 		$1.48M Buy
128,268
+7,317
+6% +$91.7K ﹤0.01% 2854
2024
Q3 		$1.52M Buy
120,951
+8,814
+8% +$110K ﹤0.01% 2841
2024
Q2 		$1.36M Sell
112,137
-1,590
-1% -$19.8K ﹤0.01% 2857
2024
Q1 		$1.46M Buy
113,727
+2,757
+2% +$34.5K ﹤0.01% 2854
2023
Q4 		$1.45M Buy
110,970
+8,123
+8% +$91.4K ﹤0.01% 2857
2023
Q3 		$1M Buy
102,847
+9,029
+10% +$106K ﹤0.01% 2926
2023
Q2 		$1.19M Hold
93,818
– – ﹤0.01% 2897
2023
Q1 		$1.17M Buy
+93,818
New +$1.27M ﹤0.01% 2872
2022
Q3 		$1M Buy
85,344
+20,040
+31% +$273K ﹤0.01% 2882
2022
Q2 		$863K Buy
65,304
+10,553
+19% +$152K ﹤0.01% 2948
2022
Q1 		$911K Buy
54,751
+12,813
+31% +$201K ﹤0.01% 3015
2021
Q4 		$717K Buy
41,938
+11,992
+40% +$218K ﹤0.01% 3096
2021
Q3 		$561K Buy
29,946
+4,463
+18% +$82.8K ﹤0.01% 3158
2021
Q2 		$435K Buy
25,483
+53
+0.2% +$898 ﹤0.01% 3191
2021
Q1 		$415K Buy
25,430
+9,372
+58% +$157K ﹤0.01% 3175
2020
Q4 		$233K Buy
16,058
+1,416
+10% +$17.9K ﹤0.01% 3205
2020
Q3 		$158K Buy
14,642
+1,000
+7% +$11K ﹤0.01% 3226
2020
Q2 		$143K Buy
13,642
+1,106
+9% +$11.6K ﹤0.01% 3242
2020
Q1 		$128K Buy
+12,536
New +$154K ﹤0.01% 3250

Other funds holding GWRS

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors's GWRS Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Global Water Resources (GWRS) stake by 12% in Q2 2026, buying an estimated $128K and bringing the position to 159,179 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Dimensional Fund Advisors first reported a position in GWRS in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.56M in Q3 2025. 107 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • Dimensional Fund Advisors held 159,179 shares of Global Water Resources worth $1.15M as of Q2 2026.
  • Dimensional Fund Advisors bought 17,667 Global Water Resources shares in Q2 2026, an estimated $128K.
  • Global Water Resources made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2835 holding.
  • Dimensional Fund Advisors first reported a position in Global Water Resources in Q1 2020 and has held it in 25 quarters since.
  • Dimensional Fund Advisors's Global Water Resources position peaked at $1.56M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.