Dimensional Fund Advisors LP Essential Utilities, Inc. Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 1,864,237 shares of WTRG stock, worth $71.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,864,237

Previous 1,601,633 16.4%

Holding current value

$71.8 Million

Previous $58.2 Million 26.68%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$33.49 - $40.57 $8.79 Million - $10.7 Million	262,604 Added 16.4%	1,864,237 $73.7 Million
Q4 2024 Feb 13, 2025	BUY	$36.18 - $40.55 $1 Million - $1.12 Million	27,641 Added 1.76%	1,601,633 $58.2 Million
Q3 2024 Nov 07, 2024	BUY	$36.74 - $41.49 $2.71 Million - $3.06 Million	73,842 Added 4.92%	1,573,992 $60.7 Million
Q2 2024 Aug 09, 2024	BUY	$33.88 - $39.67 $7.96 Million - $9.32 Million	234,857 Added 18.56%	1,500,150 $56 Million
Q1 2024 May 10, 2024	SELL	$34.18 - $38.66 $544,795 - $616,201	-15,939 Reduced 1.24%	1,265,293 $46.9 Million
Q4 2023 Feb 07, 2024	BUY	$32.59 - $37.64 $1.45 Million - $1.67 Million	44,477 Added 3.6%	1,281,232 $47.9 Million
Q3 2023 Nov 09, 2023	BUY	$34.04 - $43.1 $1.86 Million - $2.36 Million	54,669 Added 4.62%	1,236,755 $42.5 Million
Q2 2023 Aug 09, 2023	BUY	$39.47 - $45.03 $1.69 Million - $1.93 Million	42,754 Added 3.75%	1,182,086 $47.2 Million
Q1 2023 May 12, 2023	BUY	$40.65 - $49.0 $2.29 Million - $2.76 Million	56,361 Added 5.2%	1,139,332 $49.7 Million
Q4 2022 Feb 09, 2023	SELL	$39.73 - $48.74 $1.09 Million - $1.34 Million	-27,489 Reduced 2.48%	1,082,971 $51.7 Million
Q3 2022 Nov 10, 2022	SELL	$41.38 - $52.37 $3.04 Million - $3.85 Million	-73,499 Reduced 6.21%	1,110,460 $46 Million
Q2 2022 Aug 12, 2022	SELL	$41.42 - $52.59 $98,703 - $125,321	-2,383 Reduced 0.2%	1,183,959 $54.3 Million
Q1 2022 May 13, 2022	BUY	$44.8 - $53.13 $5.72 Million - $6.78 Million	127,695 Added 12.06%	1,186,342 $60.7 Million
Q4 2021 Feb 09, 2022	BUY	$46.24 - $53.69 $1.71 Million - $1.99 Million	37,045 Added 3.63%	1,058,647 $56.8 Million
Q3 2021 Nov 12, 2021	BUY	$46.08 - $51.15 $1.51 Million - $1.68 Million	32,851 Added 3.32%	1,021,602 $47.1 Million
Q2 2021 Aug 12, 2021	BUY	$44.72 - $49.09 $1.68 Million - $1.85 Million	37,625 Added 3.96%	988,751 $45.2 Million
Q1 2021 May 14, 2021	BUY	$41.5 - $48.72 $970,975 - $1.14 Million	23,397 Added 2.52%	951,126 $42.6 Million
Q4 2020 Feb 25, 2021	BUY	$40.83 - $48.55 $37.9 Million - $45 Million	927,729 New	927,729 $43.9 Million

Others Institutions Holding WTRG

# of Institutions

744

Shares Held

223M

Call Options Held

169K

Put Options Held

138K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.1B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

More about WTRG

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Dimensional Fund Advisors LP Essential Utilities, Inc. Transaction History