Dimensional Fund Advisors’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.01M | Sell |
295,879
-4,550
| -2% | -$147K | ﹤0.01% | 2287 |
|
|
2025
Q4 | $9.57M | Sell |
300,429
-20,864
| -6% | -$668K | ﹤0.01% | 2299 |
|
|
2025
Q3 | $9.77M | Sell |
321,293
-8,210
| -2% | -$255K | ﹤0.01% | 2310 |
|
|
2025
Q2 | $10.4M | Sell |
329,503
-9,620
| -3% | -$321K | ﹤0.01% | 2264 |
|
|
2025
Q1 | $11.8M | Sell |
339,123
-25,443
| -7% | -$828K | ﹤0.01% | 2180 |
|
|
2024
Q4 | $11.9M | Sell |
364,566
-8,757
| -2% | -$312K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $14M | Buy |
373,323
+715
| +0.2% | +$27.7K | ﹤0.01% | 2155 |
|
|
2024
Q2 | $13.8M | Sell |
372,608
-13,706
| -4% | -$497K | ﹤0.01% | 2120 |
|
|
2024
Q1 | $14M | Sell |
386,314
-6,974
| -2% | -$251K | ﹤0.01% | 2167 |
|
|
2023
Q4 | $15.2M | Sell |
393,288
-538
| -0.1% | -$20.3K | ﹤0.01% | 2121 |
|
|
2023
Q3 | $14.8M | Sell |
393,826
-548
| -0.1% | -$22.4K | ﹤0.01% | 2076 |
|
|
2023
Q2 | $16.3M | Sell |
394,374
-476
| -0.1% | -$20.7K | 0.01% | 2035 |
|
|
2023
Q1 | $17.6M | Buy |
394,850
+1,455
| +0.4% | +$65.1K | 0.01% | 1974 |
|
|
2022
Q4 | $17.7K | Buy |
393,395
+11,855
| +3% | +$515K | 0.01% | 1937 |
|
|
2022
Q3 | $14.7M | Sell |
381,540
-227
| -0.1% | -$9.74K | 0.01% | 1985 |
|
|
2022
Q2 | $15.4M | Buy |
381,767
+1,266
| +0.3% | +$51.2K | 0.01% | 2001 |
|
|
2022
Q1 | $17.1M | Sell |
380,501
-1,829
| -0.5% | -$81.7K | 0.01% | 2044 |
|
|
2021
Q4 | $19M | Sell |
382,330
-8,007
| -2% | -$382K | 0.01% | 2015 |
|
|
2021
Q3 | $17.1M | Sell |
390,337
-2,603
| -0.7% | -$125K | 0.01% | 2083 |
|
|
2021
Q2 | $17.8M | Sell |
392,940
-15,625
| -4% | -$775K | 0.01% | 2093 |
|
|
2021
Q1 | $20M | Sell |
408,565
-26,436
| -6% | -$1.21M | 0.01% | 2035 |
|
|
2020
Q4 | $20.3M | Sell |
435,001
-1,272
| -0.3% | -$58.2K | 0.01% | 1979 |
|
|
2020
Q3 | $18.4M | Sell |
436,273
-7,520
| -2% | -$344K | 0.01% | 1897 |
|
|
2020
Q2 | $21.3M | Sell |
443,793
-3,093
| -0.7% | -$134K | 0.01% | 1842 |
|
|
2020
Q1 | $19.4M | Buy |
446,886
+286
| +0.1% | +$13K | 0.01% | 1770 |
|
|
2019
Q4 | $20.6M | Sell |
446,600
-3,771
| -0.8% | -$165K | 0.01% | 2030 |
|
|
2019
Q3 | $19.7M | Sell |
450,371
-1,996
| -0.4% | -$75.3K | 0.01% | 2026 |
|
|
2019
Q2 | $16.2M | Buy |
452,367
+1,332
| +0.3% | +$45.7K | 0.01% | 2175 |
|
|
2019
Q1 | $15.5M | Buy |
451,035
+9,576
| +2% | +$321K | 0.01% | 2198 |
|
|
2018
Q4 | $14.2M | Buy |
441,459
+2,535
| +0.6% | +$81.3K | 0.01% | 2178 |
|
|
2018
Q3 | $13.3M | Buy |
438,924
+10,083
| +2% | +$311K | 0.01% | 2315 |
|
|
2018
Q2 | $13.6M | Buy |
428,841
+9,484
| +2% | +$304K | 0.01% | 2282 |
|
|
2018
Q1 | $13M | Buy |
419,357
+11,670
| +3% | +$360K | 0.01% | 2270 |
|
|
2017
Q4 | $13.8M | Buy |
407,687
+3,709
| +0.9% | +$131K | 0.01% | 2239 |
|
|
2017
Q3 | $13.7M | Buy |
403,978
+14,254
| +4% | +$483K | 0.01% | 2233 |
|
|
2017
Q2 | $13.6M | Buy |
389,724
+15,235
| +4% | +$537K | 0.01% | 2218 |
|
|
2017
Q1 | $13.1M | Buy |
374,489
+20,092
| +6% | +$713K | 0.01% | 2202 |
|
|
2016
Q4 | $13.5M | Buy |
354,397
+12,008
| +4% | +$406K | 0.01% | 2173 |
|
|
2016
Q3 | $10.2M | Buy |
342,389
+17,365
| +5% | +$518K | 0.01% | 2250 |
|
|
2016
Q2 | $10.4M | Buy |
325,024
+21,909
| +7% | +$648K | 0.01% | 2216 |
|
|
2016
Q1 | $9.25M | Buy |
303,115
+22,796
| +8% | +$625K | 0.01% | 2244 |
|
|
2015
Q4 | $6.99M | Buy |
280,319
+8,684
| +3% | +$205K | ﹤0.01% | 2375 |
|
|
2015
Q3 | $5.71M | Buy |
271,635
+9,590
| +4% | +$204K | ﹤0.01% | 2455 |
|
|
2015
Q2 | $5.47M | Buy |
262,045
+7,935
| +3% | +$183K | ﹤0.01% | 2551 |
|
|
2015
Q1 | $6.17M | Buy |
254,110
+3,308
| +1% | +$77.9K | ﹤0.01% | 2464 |
|
|
2014
Q4 | $5.82M | Buy |
250,802
+9,348
| +4% | +$200K | ﹤0.01% | 2499 |
|
|
2014
Q3 | $4.83M | Buy |
241,454
+2,300
| +1% | +$45.7K | ﹤0.01% | 2558 |
|
|
2014
Q2 | $4.98M | Buy |
239,154
+15,925
| +7% | +$322K | ﹤0.01% | 2567 |
|
|
2014
Q1 | $4.55M | Buy |
223,229
+1,282
| +0.6% | +$26.2K | ﹤0.01% | 2589 |
|
|
2013
Q4 | $4.64M | Buy |
221,947
+3,219
| +1% | +$67K | ﹤0.01% | 2585 |
|
|
2013
Q3 | $4.39M | Buy |
218,728
+1,927
| +0.9% | +$39.4K | ﹤0.01% | 2599 |
|
|
2013
Q2 | $4.13M | Buy |
+216,801
| New | +$4.07M | ﹤0.01% | 2565 |
|
Other funds holding YORW
ZP
VCM
VPM
Dimensional Fund Advisors's YORW Position: Q1 2026 in Review
Dimensional Fund Advisors reduced its York Water (YORW) stake by 1.5% in Q1 2026, selling an estimated $147K and leaving 295,879 shares worth $9.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2287.
Dimensional Fund Advisors first reported a position in YORW in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.3M in Q2 2020. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.
- Dimensional Fund Advisors held 295,879 shares of York Water worth $9.01M as of Q1 2026.
- Dimensional Fund Advisors sold 4,550 York Water shares in Q1 2026, an estimated $147K.
- York Water made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2287 holding.
- Dimensional Fund Advisors first reported a position in York Water in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's York Water position peaked at $21.3M in Q2 2020.
- 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.