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DIMENSIONAL FUND ADVISORS LP: UG position timeline

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

DIMENSIONAL FUND ADVISORS LP held 73,170 UG 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 73,170 shares
    Change vs previous 13F +4,632 shares

    <0.01% of the 13F portfolio, value $522,433.

    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 68,538 shares
    Change vs previous 13F -6,407 shares

    <0.01% of the 13F portfolio, value $454,407.

    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 74,945 shares
    Change vs previous 13F -2,590 shares

    <0.01% of the 13F portfolio, value $461,661.

    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 77,535 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $604,773.

    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 76,927 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $612,339.

    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 76,877 shares
    Change vs previous 13F +1,883 shares

    <0.01% of the 13F portfolio, value $691,125.

    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 74,994 shares
    Change vs previous 13F -2,236 shares

    <0.01% of the 13F portfolio, value $723,692.

    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 77,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,226,412.

    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).