Dimensional Fund Advisors’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $74.5M | Buy |
828,016
+12,775
| +2% | +$1.13M | 0.01% | 1377 |
|
|
2026
Q1 | $71.6M | Sell |
815,241
-35,488
| -4% | -$3.07M | 0.01% | 1296 |
|
|
2025
Q4 | $68.8M | Sell |
850,729
-8,288
| -1% | -$671K | 0.01% | 1332 |
|
|
2025
Q3 | $70.4M | Sell |
859,017
-25,490
| -3% | -$2.07M | 0.02% | 1312 |
|
|
2025
Q2 | $68.2M | Sell |
884,507
-27,562
| -3% | -$2.15M | 0.02% | 1308 |
|
|
2025
Q1 | $73.3M | Sell |
912,069
-56,770
| -6% | -$4.49M | 0.02% | 1206 |
|
|
2024
Q4 | $71.5M | Sell |
968,839
-44,388
| -4% | -$3.48M | 0.02% | 1291 |
|
|
2024
Q3 | $79.2M | Sell |
1,013,227
-22,314
| -2% | -$1.93M | 0.02% | 1213 |
|
|
2024
Q2 | $90.7M | Buy |
1,035,541
+3,974
| +0.4% | +$348K | 0.02% | 1042 |
|
|
2024
Q1 | $89.1M | Buy |
1,031,567
+4,982
| +0.5% | +$433K | 0.02% | 1029 |
|
|
2023
Q4 | $87.2M | Buy |
1,026,585
+3,218
| +0.3% | +$248K | 0.03% | 1018 |
|
|
2023
Q3 | $77.7M | Sell |
1,023,367
-7,999
| -0.8% | -$657K | 0.03% | 1010 |
|
|
2023
Q2 | $81.4M | Sell |
1,031,366
-14,762
| -1% | -$1.11M | 0.03% | 984 |
|
|
2023
Q1 | $75.6M | Buy |
+1,046,128
| New | +$69.5M | 0.03% | 1016 |
|
|
2022
Q3 | $63.7M | Buy |
1,035,864
+2,875
| +0.3% | +$207K | 0.02% | 1025 |
|
|
2022
Q2 | $69.3M | Buy |
1,032,989
+22
| +0% | +$1.4K | 0.02% | 1011 |
|
|
2022
Q1 | $64.6M | Buy |
1,032,967
+12,769
| +1% | +$801K | 0.02% | 1187 |
|
|
2021
Q4 | $72.9M | Sell |
1,020,198
-12,859
| -1% | -$830K | 0.02% | 1128 |
|
|
2021
Q3 | $57.8M | Sell |
1,033,057
-6,932
| -0.7% | -$367K | 0.02% | 1288 |
|
|
2021
Q2 | $50.8M | Sell |
1,039,989
-45,415
| -4% | -$2.17M | 0.02% | 1441 |
|
|
2021
Q1 | $50.3M | Sell |
1,085,404
-64,448
| -6% | -$2.76M | 0.02% | 1441 |
|
|
2020
Q4 | $49M | Sell |
1,149,852
-17,356
| -1% | -$707K | 0.02% | 1391 |
|
|
2020
Q3 | $42.2M | Sell |
1,167,208
-19,137
| -2% | -$736K | 0.02% | 1337 |
|
|
2020
Q2 | $46M | Sell |
1,186,345
-21,426
| -2% | -$902K | 0.02% | 1268 |
|
|
2020
Q1 | $53.7M | Sell |
1,207,771
-5,960
| -0.5% | -$297K | 0.03% | 970 |
|
|
2019
Q4 | $62.3M | Sell |
1,213,731
-10,627
| -0.9% | -$552K | 0.02% | 1215 |
|
|
2019
Q3 | $65.8M | Sell |
1,224,358
-304
| -0% | -$15.9K | 0.03% | 1096 |
|
|
2019
Q2 | $64.7M | Buy |
1,224,662
+8,940
| +0.7% | +$455K | 0.03% | 1144 |
|
|
2019
Q1 | $60.6M | Buy |
1,215,722
+11,178
| +0.9% | +$549K | 0.02% | 1189 |
|
|
2018
Q4 | $59.8M | Buy |
1,204,544
+14,909
| +1% | +$712K | 0.03% | 1036 |
|
|
2018
Q3 | $57M | Buy |
1,189,635
+4,697
| +0.4% | +$227K | 0.02% | 1324 |
|
|
2018
Q2 | $56.4M | Buy |
1,184,938
+4,197
| +0.4% | +$189K | 0.02% | 1288 |
|
|
2018
Q1 | $51.2M | Buy |
1,180,741
+14,634
| +1% | +$612K | 0.02% | 1318 |
|
|
2017
Q4 | $51.8M | Buy |
1,166,107
+7,387
| +0.6% | +$339K | 0.02% | 1318 |
|
|
2017
Q3 | $50.2M | Buy |
1,158,720
+33,584
| +3% | +$1.39M | 0.02% | 1295 |
|
|
2017
Q2 | $44.6M | Buy |
1,125,136
+5,334
| +0.5% | +$210K | 0.02% | 1374 |
|
|
2017
Q1 | $42.4M | Buy |
1,119,802
+9,268
| +0.8% | +$351K | 0.02% | 1360 |
|
|
2016
Q4 | $45.3M | Buy |
1,110,534
+3,535
| +0.3% | +$131K | 0.02% | 1234 |
|
|
2016
Q3 | $38.3M | Buy |
1,106,999
+13,195
| +1% | +$456K | 0.02% | 1332 |
|
|
2016
Q2 | $36.6M | Buy |
1,093,804
+45,088
| +4% | +$1.35M | 0.02% | 1298 |
|
|
2016
Q1 | $31.1M | Buy |
1,048,716
+67,730
| +7% | +$1.86M | 0.02% | 1429 |
|
|
2015
Q4 | $26.1M | Buy |
980,986
+17,250
| +2% | +$463K | 0.02% | 1539 |
|
|
2015
Q3 | $25.1M | Buy |
963,736
+15,226
| +2% | +$402K | 0.02% | 1516 |
|
|
2015
Q2 | $25.2M | Buy |
948,510
+36,837
| +4% | +$1.06M | 0.02% | 1601 |
|
|
2015
Q1 | $29.3M | Buy |
911,673
+46,785
| +5% | +$1.49M | 0.02% | 1405 |
|
|
2014
Q4 | $26.8M | Buy |
864,888
+35,131
| +4% | +$1.04M | 0.02% | 1432 |
|
|
2014
Q3 | $22.1M | Buy |
829,757
+27,991
| +3% | +$792K | 0.02% | 1528 |
|
|
2014
Q2 | $24.3M | Buy |
801,766
+62,934
| +9% | +$1.83M | 0.02% | 1447 |
|
|
2014
Q1 | $22.7M | Buy |
738,832
+12,316
| +2% | +$363K | 0.02% | 1442 |
|
|
2013
Q4 | $21.3M | Buy |
726,516
+297
| +0% | +$8.65K | 0.02% | 1485 |
|
|
2013
Q3 | $20M | Buy |
726,219
+8,008
| +1% | +$231K | 0.02% | 1415 |
|
|
2013
Q2 | $20.4M | Buy |
+718,211
| New | +$21.2M | 0.02% | 1259 |
|
Other funds holding OTTR
Dimensional Fund Advisors's OTTR Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Otter Tail (OTTR) stake by 1.6% in Q2 2026, buying an estimated $1.13M and bringing the position to 828,016 shares worth $74.5M. The position accounts for 0.01% of the portfolio, ranked #1377.
Dimensional Fund Advisors first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $90.7M in Q2 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- Dimensional Fund Advisors held 828,016 shares of Otter Tail worth $74.5M as of Q2 2026.
- Dimensional Fund Advisors bought 12,775 Otter Tail shares in Q2 2026, an estimated $1.13M.
- Otter Tail made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1377 holding.
- Dimensional Fund Advisors first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's Otter Tail position peaked at $90.7M in Q2 2024.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.