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DIMENSIONAL FUND ADVISORS LP: UBSI position timeline

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

DIMENSIONAL FUND ADVISORS LP held 7,691,387 UBSI 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 7,691,387 shares
    Change vs previous 13F +30,056 shares

    0.06% of the 13F portfolio, value $352,496,507.

    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 7,661,331 shares
    Change vs previous 13F +56,808 shares

    0.07% of the 13F portfolio, value $317,327,128.

    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 7,604,523 shares
    Change vs previous 13F -137,385 shares

    0.06% of the 13F portfolio, value $292,016,176.

    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 7,741,908 shares
    Change vs previous 13F +24,631 shares

    0.06% of the 13F portfolio, value $288,075,893.

    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 7,717,277 shares
    Change vs previous 13F -81,299 shares

    0.07% of the 13F portfolio, value $281,141,828.

    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 7,798,576 shares
    Change vs previous 13F -66,113 shares

    0.07% of the 13F portfolio, value $270,370,557.

    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 7,864,689 shares
    Change vs previous 13F -63,452 shares

    0.07% of the 13F portfolio, value $295,320,838.

    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 7,928,141 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $294,131,327.

    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).