Dimensional Fund Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.3M | Buy |
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|
2025
Q1 | $73.7M | Buy |
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|
2024
Q4 | $58.2M | Buy |
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|
2024
Q3 | $60.7M | Buy |
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|
2024
Q2 | $56M | Buy |
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|
2024
Q1 | $46.9M | Sell |
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|
2023
Q4 | $47.9M | Buy |
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|
2023
Q3 | $42.5M | Buy |
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|
2023
Q2 | $47.2M | Buy |
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|
2023
Q1 | $49.7M | Buy |
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|
2022
Q4 | $51.7K | Sell |
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|
2022
Q3 | $46M | Sell |
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|
2022
Q2 | $54.3M | Sell |
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|
2022
Q1 | $60.7M | Buy |
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|
2021
Q4 | $56.8M | Buy |
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|
2021
Q3 | $47.1M | Buy |
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|
2021
Q2 | $45.2M | Buy |
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|
2021
Q1 | $42.6M | Buy |
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|
2020
Q4 | $43.9M | Buy |
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|
2020
Q3 | $36.5M | Buy |
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|
2020
Q2 | $34.5M | Sell |
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|
2020
Q1 | $34M | Sell |
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|
2019
Q4 | $41.4M | Sell |
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|
2019
Q3 | $41.1M | Sell |
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|
2019
Q2 | $39.3M | Sell |
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|
2019
Q1 | $36.1M | Buy |
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|
2018
Q4 | $33.4M | Buy |
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|
2018
Q3 | $34.8M | Buy |
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|
2018
Q2 | $32.8M | Buy |
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|
2018
Q1 | $30M | Buy |
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|
2017
Q4 | $29.8M | Sell |
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|
2017
Q3 | $26.9M | Buy |
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|
2017
Q2 | $26.7M | Buy |
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|
2017
Q1 | $24.2M | Buy |
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|
2016
Q4 | $19.6M | Sell |
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|
2016
Q3 | $20.1M | Sell |
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|
2016
Q2 | $25.3M | Sell |
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|
2016
Q1 | $23.3M | Buy |
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|
2015
Q4 | $21.8M | Buy |
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|
2015
Q3 | $18.6M | Buy |
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|
2015
Q2 | $16.3M | Buy |
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|
2015
Q1 | $15.6M | Buy |
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|
2014
Q4 | $14M | Buy |
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|
2014
Q3 | $10.2M | Buy |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $10.1M | Buy |
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|
2013
Q4 | $9.32M | Buy |
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|
2013
Q3 | $9.7M | Buy |
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|
2013
Q2 | $9.14M | Buy |
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