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DIMENSIONAL FUND ADVISORS LP: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on SWX, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 1,058,783 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,058,783 shares
    Change vs previous 13F +4,033 shares

    0.02% of the 13F portfolio, value $93,896,778.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,054,750 shares
    Change vs previous 13F -6,001 shares

    0.02% of the 13F portfolio, value $91,660,176.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,060,751 shares
    Change vs previous 13F +5,882 shares

    0.02% of the 13F portfolio, value $84,883,454.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,054,869 shares
    Change vs previous 13F +10,015 shares

    0.02% of the 13F portfolio, value $82,637,177.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,044,854 shares
    Change vs previous 13F -4,795 shares

    0.02% of the 13F portfolio, value $77,726,322.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,049,649 shares
    Change vs previous 13F +19,366 shares

    0.02% of the 13F portfolio, value $75,367,438.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,030,283 shares
    Change vs previous 13F +27,407 shares

    0.02% of the 13F portfolio, value $72,850,464.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,002,876 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $73,974,180.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).