Dimensional Fund Advisors
HTO

Dimensional Fund Advisors’s H2O America HTO Stock Holding History

Dimensional Fund Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.4M Buy
705,345
+46,410
+7% +$2.53M 0.01% 1600
2025
Q4 		$32.3M Buy
658,935
+7,232
+1% +$347K 0.01% 1737
2025
Q3 		$31.7M Sell
651,703
-10,790
-2% -$539K 0.01% 1763
2025
Q2 		$34.4M Buy
662,493
+1,959
+0.3% +$104K 0.01% 1702
2025
Q1 		$36.1M Sell
660,534
-34,277
-5% -$1.75M 0.01% 1637
2024
Q4 		$34.2M Sell
694,811
-21,767
-3% -$1.2M 0.01% 1737
2024
Q3 		$41.6M Buy
716,578
+11,723
+2% +$686K 0.01% 1612
2024
Q2 		$38.2M Sell
704,855
-817
-0.1% -$44.7K 0.01% 1624
2024
Q1 		$39.9M Sell
705,672
-19,070
-3% -$1.13M 0.01% 1616
2023
Q4 		$47.4M Buy
724,742
+27,301
+4% +$1.73M 0.01% 1488
2023
Q3 		$41.9M Buy
697,441
+24,967
+4% +$1.67M 0.01% 1467
2023
Q2 		$47.1M Buy
672,474
+11,997
+2% +$906K 0.02% 1398
2023
Q1 		$50.3M Buy
660,477
+12,630
+2% +$976K 0.02% 1320
2022
Q4 		$52.6K Buy
647,847
+1,555
+0.2% +$111K 0.02% 1273
2022
Q3 		$37.2M Sell
646,292
-1,999
-0.3% -$129K 0.01% 1447
2022
Q2 		$40.5M Buy
648,291
+7,400
+1% +$458K 0.01% 1450
2022
Q1 		$44.6M Buy
640,891
+13,467
+2% +$906K 0.01% 1497
2021
Q4 		$45.9M Sell
627,424
-4,099
-0.6% -$285K 0.01% 1472
2021
Q3 		$41.7M Buy
631,523
+3,735
+0.6% +$252K 0.01% 1544
2021
Q2 		$39.7M Sell
627,788
-14,801
-2% -$958K 0.01% 1618
2021
Q1 		$40.5M Sell
642,589
-22,483
-3% -$1.47M 0.01% 1595
2020
Q4 		$46.1M Sell
665,072
-12,706
-2% -$826K 0.02% 1428
2020
Q3 		$41.3M Sell
677,778
-9,774
-1% -$618K 0.02% 1354
2020
Q2 		$42.7M Sell
687,552
-2,117
-0.3% -$127K 0.02% 1336
2020
Q1 		$39.8M Sell
689,669
-58,239
-8% -$3.92M 0.02% 1225
2019
Q4 		$53.1M Sell
747,908
-7,338
-1% -$519K 0.02% 1366
2019
Q3 		$51.6M Sell
755,246
-1,057
-0.1% -$69.4K 0.02% 1364
2019
Q2 		$46M Sell
756,303
-6,900
-0.9% -$425K 0.02% 1508
2019
Q1 		$47.1M Buy
763,203
+53,131
+7% +$3.19M 0.02% 1487
2018
Q4 		$39.5M Buy
710,072
+1,113
+0.2% +$66K 0.02% 1511
2018
Q3 		$43.4M Sell
708,959
-339
-0% -$21K 0.02% 1613
2018
Q2 		$47M Sell
709,298
-2,495
-0.4% -$152K 0.02% 1496
2018
Q1 		$37.5M Buy
711,793
+7,497
+1% +$421K 0.02% 1642
2017
Q4 		$45M Buy
704,296
+4,057
+0.6% +$257K 0.02% 1469
2017
Q3 		$39.6M Buy
700,239
+5,226
+0.8% +$281K 0.02% 1545
2017
Q2 		$34.2M Sell
695,013
-1,557
-0.2% -$77.1K 0.02% 1629
2017
Q1 		$33.6M Buy
696,570
+7,058
+1% +$348K 0.02% 1590
2016
Q4 		$38.6M Buy
689,512
+12,569
+2% +$635K 0.02% 1414
2016
Q3 		$29.6M Buy
676,943
+3,119
+0.5% +$130K 0.02% 1591
2016
Q2 		$26.5M Buy
673,824
+1,753
+0.3% +$62.7K 0.02% 1607
2016
Q1 		$24.4M Buy
672,071
+35,574
+6% +$1.2M 0.01% 1654
2015
Q4 		$18.9M Buy
636,497
+12,396
+2% +$379K 0.01% 1829
2015
Q3 		$19.2M Buy
624,101
+19,660
+3% +$584K 0.01% 1794
2015
Q2 		$18.6M Buy
604,441
+8,850
+1% +$267K 0.01% 1910
2015
Q1 		$18.4M Buy
595,591
+12,191
+2% +$401K 0.01% 1865
2014
Q4 		$18.7M Sell
583,400
-18,414
-3% -$554K 0.01% 1796
2014
Q3 		$16.2M Sell
601,814
-17,533
-3% -$472K 0.01% 1843
2014
Q2 		$16.8M Sell
619,347
-375
-0.1% -$10.3K 0.01% 1818
2014
Q1 		$18.3M Sell
619,722
-5,554
-0.9% -$161K 0.01% 1671
2013
Q4 		$18.6M Buy
625,276
+4,911
+0.8% +$139K 0.01% 1626
2013
Q3 		$17.4M Sell
620,365
-14,278
-2% -$387K 0.02% 1591
2013
Q2 		$16.6M Buy
+634,643
New +$16.7M 0.02% 1505

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors's HTO Position: Q1 2026 in Review

Dimensional Fund Advisors increased its H2O America (HTO) stake by 7% in Q1 2026, buying an estimated $2.53M and bringing the position to 705,345 shares worth $41.4M. The position accounts for 0.01% of the portfolio, ranked #1600.

Dimensional Fund Advisors first reported a position in HTO in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.1M in Q4 2019. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Dimensional Fund Advisors held 705,345 shares of H2O America worth $41.4M as of Q1 2026.
  • Dimensional Fund Advisors bought 46,410 H2O America shares in Q1 2026, an estimated $2.53M.
  • H2O America made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1600 holding.
  • Dimensional Fund Advisors first reported a position in H2O America in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's H2O America position peaked at $53.1M in Q4 2019.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.