Dimensional Fund Advisors
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Dimensional Fund Advisors’s Southwest Gas SWX Stock Holding History

Dimensional Fund Advisors’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.7M Sell
1,054,750
-6,001
-0.6% -$512K 0.02% 1119
2025
Q4 		$84.9M Buy
1,060,751
+5,882
+0.6% +$471K 0.02% 1189
2025
Q3 		$82.6M Buy
1,054,869
+10,015
+1% +$780K 0.02% 1220
2025
Q2 		$77.7M Sell
1,044,854
-4,795
-0.5% -$346K 0.02% 1211
2025
Q1 		$75.4M Buy
1,049,649
+19,366
+2% +$1.43M 0.02% 1183
2024
Q4 		$72.9M Buy
1,030,283
+27,407
+3% +$2.04M 0.02% 1281
2024
Q3 		$74M Buy
1,002,876
+17,310
+2% +$1.25M 0.02% 1248
2024
Q2 		$69.4M Buy
985,566
+84,987
+9% +$6.36M 0.02% 1233
2024
Q1 		$68.6M Buy
900,579
+44,330
+5% +$2.87M 0.02% 1246
2023
Q4 		$54.2M Buy
856,249
+34,995
+4% +$2.1M 0.02% 1384
2023
Q3 		$49.6M Buy
821,254
+40,550
+5% +$2.59M 0.02% 1345
2023
Q2 		$49.7M Buy
780,704
+15,355
+2% +$908K 0.02% 1366
2023
Q1 		$47.8M Buy
765,349
+3,493
+0.5% +$223K 0.02% 1363
2022
Q4 		$47.1K Buy
761,856
+72,724
+11% +$4.95M 0.01% 1347
2022
Q3 		$48.1M Buy
689,132
+96,674
+16% +$7.84M 0.02% 1255
2022
Q2 		$51.6M Sell
592,458
-28,480
-5% -$2.51M 0.02% 1266
2022
Q1 		$48.6M Sell
620,938
-752
-0.1% -$52.7K 0.02% 1429
2021
Q4 		$43.5M Sell
621,690
-231
-0% -$15.9K 0.01% 1511
2021
Q3 		$41.6M Buy
621,921
+20,686
+3% +$1.44M 0.01% 1545
2021
Q2 		$39.8M Sell
601,235
-2,847
-0.5% -$194K 0.01% 1615
2021
Q1 		$41.5M Sell
604,082
-5,402
-0.9% -$342K 0.01% 1586
2020
Q4 		$37M Sell
609,484
-3,103
-0.5% -$204K 0.01% 1605
2020
Q3 		$38.7M Sell
612,587
-3,186
-0.5% -$213K 0.02% 1402
2020
Q2 		$42.5M Sell
615,773
-1,436
-0.2% -$104K 0.02% 1343
2020
Q1 		$42.9M Sell
617,209
-7,255
-1% -$521K 0.02% 1153
2019
Q4 		$47.4M Sell
624,464
-750
-0.1% -$61K 0.02% 1491
2019
Q3 		$56.9M Sell
625,214
-36,885
-6% -$3.32M 0.02% 1272
2019
Q2 		$59.3M Sell
662,099
-43,151
-6% -$3.67M 0.02% 1245
2019
Q1 		$58M Sell
705,250
-6,955
-1% -$556K 0.02% 1241
2018
Q4 		$54.5M Buy
712,205
+6,967
+1% +$559K 0.02% 1138
2018
Q3 		$55.7M Buy
705,238
+3,101
+0.4% +$245K 0.02% 1342
2018
Q2 		$53.6M Buy
702,137
+5,626
+0.8% +$411K 0.02% 1345
2018
Q1 		$47.1M Buy
696,511
+11,787
+2% +$837K 0.02% 1416
2017
Q4 		$55.1M Sell
684,724
-105,705
-13% -$8.58M 0.02% 1246
2017
Q3 		$61.4M Sell
790,429
-108,662
-12% -$8.6M 0.03% 1064
2017
Q2 		$65.7M Sell
899,091
-4,508
-0.5% -$361K 0.03% 912
2017
Q1 		$74.9M Sell
903,599
-500
-0.1% -$40.8K 0.04% 743
2016
Q4 		$69.3M Sell
904,099
-2,297
-0.3% -$166K 0.03% 767
2016
Q3 		$63.3M Sell
906,396
-1,407
-0.2% -$104K 0.03% 786
2016
Q2 		$71.5M Buy
907,803
+28,811
+3% +$1.99M 0.04% 621
2016
Q1 		$57.9M Buy
878,992
+11,270
+1% +$679K 0.03% 756
2015
Q4 		$47.9M Buy
867,722
+19,667
+2% +$1.12M 0.03% 891
2015
Q3 		$49.5M Buy
848,055
+11,850
+1% +$655K 0.03% 811
2015
Q2 		$44.5M Buy
836,205
+30,703
+4% +$1.69M 0.03% 990
2015
Q1 		$46.9M Buy
805,502
+58,603
+8% +$3.46M 0.03% 893
2014
Q4 		$46.2M Buy
746,899
+34,365
+5% +$1.95M 0.03% 842
2014
Q3 		$34.6M Buy
712,534
+28,674
+4% +$1.46M 0.02% 1014
2014
Q2 		$36.1M Buy
683,860
+68,138
+11% +$3.61M 0.03% 1010
2014
Q1 		$32.9M Buy
615,722
+48,474
+9% +$2.6M 0.02% 1019
2013
Q4 		$31.7M Buy
567,248
+23,780
+4% +$1.26M 0.02% 1014
2013
Q3 		$27.2M Buy
543,468
+51,708
+11% +$2.51M 0.02% 1057
2013
Q2 		$23M Buy
+491,760
New +$24M 0.02% 1113

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Southwest Gas (SWX) stake by 0.57% in Q1 2026, selling an estimated $512K and leaving 1,054,750 shares worth $91.7M. The position accounts for 0.02% of the portfolio, ranked #1119.

Dimensional Fund Advisors first reported a position in SWX in Q2 2013 and has held it in 52 quarters since. 396 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Dimensional Fund Advisors held 1,054,750 shares of Southwest Gas worth $91.7M as of Q1 2026.
  • Dimensional Fund Advisors sold 6,001 Southwest Gas shares in Q1 2026, an estimated $512K.
  • Southwest Gas made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1119 holding.
  • Dimensional Fund Advisors first reported a position in Southwest Gas in Q2 2013 and has held it in 52 quarters since.
  • 396 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

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