Dimensional Fund Advisors
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Dimensional Fund Advisors’s RGC Resources RGCO Stock Holding History

Dimensional Fund Advisors’s Portfolio RGCO Stock Details RGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.8M Buy
126,931
+3,175
+3% +$68.7K ﹤0.01% 2634
2025
Q4 		$2.64M Buy
123,756
+90
+0.1% +$1.96K ﹤0.01% 2682
2025
Q3 		$2.77M Buy
123,666
+118
+0.1% +$2.59K ﹤0.01% 2681
2025
Q2 		$2.77M Buy
123,548
+2,506
+2% +$53.2K ﹤0.01% 2675
2025
Q1 		$2.53M Buy
121,042
+642
+0.5% +$13.2K ﹤0.01% 2672
2024
Q4 		$2.42M Buy
120,400
+3,684
+3% +$76.4K ﹤0.01% 2739
2024
Q3 		$2.63M Sell
116,716
-4,009
-3% -$83.6K ﹤0.01% 2716
2024
Q2 		$2.47M Sell
120,725
-4,768
-4% -$97.2K ﹤0.01% 2717
2024
Q1 		$2.54M Hold
125,493
– – ﹤0.01% 2737
2023
Q4 		$2.55M Sell
125,493
-2,741
-2% -$49.3K ﹤0.01% 2742
2023
Q3 		$2.22M Sell
128,234
-4,343
-3% -$81.4K ﹤0.01% 2749
2023
Q2 		$2.66M Buy
132,577
+9,778
+8% +$201K ﹤0.01% 2708
2023
Q1 		$2.85M Buy
122,799
+5,022
+4% +$118K ﹤0.01% 2648
2022
Q4 		$2.6K Buy
117,777
+4
+0% +$89 ﹤0.01% 2655
2022
Q3 		$2.48M Buy
117,773
+325
+0.3% +$6.77K ﹤0.01% 2648
2022
Q2 		$2.24M Buy
117,448
+4,675
+4% +$95.3K ﹤0.01% 2709
2022
Q1 		$2.41M Buy
112,773
+986
+0.9% +$21.7K ﹤0.01% 2773
2021
Q4 		$2.57M Sell
111,787
-5,766
-5% -$128K ﹤0.01% 2786
2021
Q3 		$2.66M Sell
117,553
-3,603
-3% -$88.1K ﹤0.01% 2760
2021
Q2 		$3.05M Buy
121,156
+829
+0.7% +$18.8K ﹤0.01% 2742
2021
Q1 		$2.67M Buy
120,327
+656
+0.5% +$15.4K ﹤0.01% 2770
2020
Q4 		$2.85M Sell
119,671
-215
-0.2% -$5.2K ﹤0.01% 2709
2020
Q3 		$2.81M Sell
119,886
-100
-0.1% -$2.35K ﹤0.01% 2648
2020
Q2 		$2.9M Sell
119,986
-178
-0.1% -$4.53K ﹤0.01% 2632
2020
Q1 		$3.48M Buy
120,164
+358
+0.3% +$9.71K ﹤0.01% 2533
2019
Q4 		$3.42M Sell
119,806
-382
-0.3% -$11.1K ﹤0.01% 2723
2019
Q3 		$3.52M Buy
120,188
+400
+0.3% +$11.4K ﹤0.01% 2714
2019
Q2 		$3.65M Sell
119,788
-396
-0.3% -$10.7K ﹤0.01% 2735
2019
Q1 		$3.19M Buy
120,184
+7,363
+7% +$208K ﹤0.01% 2783
2018
Q4 		$3.38M Buy
112,821
+2,577
+2% +$71.6K ﹤0.01% 2718
2018
Q3 		$2.94M Buy
110,244
+6,736
+7% +$189K ﹤0.01% 2827
2018
Q2 		$3.02M Buy
103,508
+7,498
+8% +$200K ﹤0.01% 2785
2018
Q1 		$2.44M Buy
96,010
+12,359
+15% +$312K ﹤0.01% 2826
2017
Q4 		$2.27M Buy
83,651
+6,937
+9% +$193K ﹤0.01% 2837
2017
Q3 		$2.19M Buy
76,714
+3,657
+5% +$100K ﹤0.01% 2838
2017
Q2 		$2.07M Buy
73,057
+3,907
+6% +$95.9K ﹤0.01% 2840
2017
Q1 		$1.52M Buy
69,150
+559
+0.8% +$10.3K ﹤0.01% 2889
2016
Q4 		$1.15M Sell
68,591
-150
-0.2% -$2.46K ﹤0.01% 2934
2016
Q3 		$1.12M Hold
68,741
– – ﹤0.01% 2913
2016
Q2 		$1.11M Hold
68,741
– – ﹤0.01% 2897
2016
Q1 		$991K Hold
68,741
– – ﹤0.01% 2922
2015
Q4 		$965K Hold
68,741
– – ﹤0.01% 2962
2015
Q3 		$945K Hold
68,741
– – ﹤0.01% 3002
2015
Q2 		$917K Buy
68,741
+201
+0.3% +$2.8K ﹤0.01% 3034
2015
Q1 		$958K Hold
68,540
– – ﹤0.01% 2996
2014
Q4 		$1M Buy
68,540
+446
+0.7% +$6.22K ﹤0.01% 3003
2014
Q3 		$903K Hold
68,094
– – ﹤0.01% 3035
2014
Q2 		$876K Buy
68,094
+750
+1% +$9.67K ﹤0.01% 3066
2014
Q1 		$853K Hold
67,344
– – ﹤0.01% 3069
2013
Q4 		$857K Hold
67,344
– – ﹤0.01% 3060
2013
Q3 		$827K Buy
67,344
+844
+1% +$10.7K ﹤0.01% 3076
2013
Q2 		$898K Buy
+66,500
New +$895K ﹤0.01% 3046

Other funds holding RGCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors increased its RGC Resources (RGCO) stake by 2.6% in Q1 2026, buying an estimated $68.7K and bringing the position to 126,931 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Dimensional Fund Advisors first reported a position in RGCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.65M in Q2 2019. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

  • Dimensional Fund Advisors held 126,931 shares of RGC Resources worth $2.8M as of Q1 2026.
  • Dimensional Fund Advisors bought 3,175 RGC Resources shares in Q1 2026, an estimated $68.7K.
  • RGC Resources made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2634 holding.
  • Dimensional Fund Advisors first reported a position in RGC Resources in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's RGC Resources position peaked at $3.65M in Q2 2019.
  • 93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

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