Skip to content
Disclosery

DIMENSIONAL FUND ADVISORS LP: UGI position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,980,373 UGI 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 2,980,373 shares
    Change vs previous 13F +78,674 shares

    0.02% of the 13F portfolio, value $102,946,206.

    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 2,901,699 shares
    Change vs previous 13F +35,583 shares

    0.02% of the 13F portfolio, value $105,683,961.

    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 2,866,116 shares
    Change vs previous 13F +36,679 shares

    0.02% of the 13F portfolio, value $107,281,684.

    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 2,829,437 shares
    Change vs previous 13F +25,483 shares

    0.02% of the 13F portfolio, value $94,106,124.

    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 2,803,954 shares
    Change vs previous 13F +125,096 shares

    0.02% of the 13F portfolio, value $102,117,786.

    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 2,678,858 shares
    Change vs previous 13F +349,611 shares

    0.02% of the 13F portfolio, value $88,586,821.

    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 2,329,247 shares
    Change vs previous 13F +120,819 shares

    0.02% of the 13F portfolio, value $65,754,409.

    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 2,208,428 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $55,253,961.

    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).