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DIMENSIONAL FUND ADVISORS LP: UPBD position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,744,730 UPBD shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 3,119,714 shares, 5.4%, in a 13G filed 2026-10-08.

Estimated current stake: 3,119,714 shares, 5.4% of the class

Estimated from 13G of 2026-10-08. As of 2026-09-30, 13G 0000354204-26-001087.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G 3,119,714 shares
    Share basis changed not comparable

    5.4% of the class. Different basis (group aggregate from 13G).

    13G 0000354204-26-001087 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 2,744,730 shares
    Change vs previous 13F +349,960 shares

    0.01% of the 13F portfolio, value $58,241,881.

    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).

  3. period ended2026-03-31
    13F 2,394,770 shares
    Change vs previous 13F +327,203 shares

    0.01% of the 13F portfolio, value $43,226,610.

    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).

  4. period ended2025-12-31
    13F 2,067,567 shares
    Change vs previous 13F -73,187 shares

    0.01% of the 13F portfolio, value $36,306,241.

    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).

  5. period ended2025-09-30
    13F 2,140,754 shares
    Change vs previous 13F -29,309 shares

    0.01% of the 13F portfolio, value $50,589,249.

    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).

  6. period ended2025-06-30
    13F 2,170,063 shares
    Change vs previous 13F -40,947 shares

    0.01% of the 13F portfolio, value $54,471,383.

    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).

  7. period ended2025-03-31
    13F 2,211,010 shares
    Change vs previous 13F -117,219 shares

    0.01% of the 13F portfolio, value $52,973,671.

    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).

  8. period ended2024-12-31
    13F 2,328,229 shares
    Change vs previous 13F +92,766 shares

    0.02% of the 13F portfolio, value $67,913,079.

    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).

  9. period ended2024-09-30
    13F 2,235,463 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $71,514,538.

    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).