Dimensional Fund Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
4,588,053
+1,013,682
| +28% | +$24.5M | 0.03% | 925 |
|
|
2025
Q1 | $70M | Buy |
3,574,371
+1,101,001
| +45% | +$21.6M | 0.02% | 1248 |
|
|
2024
Q4 | $55.6M | Buy |
2,473,370
+642,627
| +35% | +$14.4M | 0.01% | 1454 |
|
|
2024
Q3 | $41.4M | Sell |
1,830,743
-493,951
| -21% | -$11.2M | 0.01% | 1616 |
|
|
2024
Q2 | $37.8M | Buy |
2,324,694
+200,008
| +9% | +$3.25M | 0.01% | 1636 |
|
|
2024
Q1 | $56.7M | Buy |
2,124,686
+382,612
| +22% | +$10.2M | 0.02% | 1376 |
|
|
2023
Q4 | $71.3M | Buy |
1,742,074
+680,002
| +64% | +$27.8M | 0.02% | 1180 |
|
|
2023
Q3 | $33.3M | Buy |
1,062,072
+111,228
| +12% | +$3.49M | 0.01% | 1616 |
|
|
2023
Q2 | $41.3M | Buy |
950,844
+819,793
| +626% | +$35.6M | 0.01% | 1489 |
|
|
2023
Q1 | $4.25M | Buy |
131,051
+70,303
| +116% | +$2.28M | ﹤0.01% | 2523 |
|
|
2022
Q4 | $1.74K | Buy |
60,748
+11,549
| +23% | +$330 | ﹤0.01% | 2760 |
|
|
2022
Q3 | $1.57M | Sell |
49,199
-2,455
| -5% | -$78.2K | ﹤0.01% | 2782 |
|
|
2022
Q2 | $1.9M | Buy |
51,654
+44,700
| +643% | +$1.65M | ﹤0.01% | 2754 |
|
|
2022
Q1 | $690K | Buy |
6,954
+3,313
| +91% | +$329K | ﹤0.01% | 3075 |
|
|
2021
Q4 | $521K | Buy |
3,641
+383
| +12% | +$54.8K | ﹤0.01% | 3156 |
|
|
2021
Q3 | $411K | Buy |
+3,258
| New | +$411K | ﹤0.01% | 3223 |
|