Dimensional Fund Advisors’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
76,927
+50
| +0.1% | +$398 | ﹤0.01% | 2963 |
|
|
2025
Q1 | $691K | Buy |
76,877
+1,883
| +3% | +$16.9K | ﹤0.01% | 2952 |
|
|
2024
Q4 | $724K | Sell |
74,994
-2,236
| -3% | -$21.6K | ﹤0.01% | 2979 |
|
|
2024
Q3 | $1.23M | Buy |
77,230
+4
| +0% | +$64 | ﹤0.01% | 2881 |
|
|
2024
Q2 | $690K | Sell |
77,226
-340
| -0.4% | -$3.04K | ﹤0.01% | 2970 |
|
|
2024
Q1 | $600K | Sell |
77,566
-7,572
| -9% | -$58.5K | ﹤0.01% | 3013 |
|
|
2023
Q4 | $613K | Sell |
85,138
-3,616
| -4% | -$26K | ﹤0.01% | 3009 |
|
|
2023
Q3 | $668K | Sell |
88,754
-10,785
| -11% | -$81.2K | ﹤0.01% | 3002 |
|
|
2023
Q2 | $848K | Sell |
99,539
-7,295
| -7% | -$62.2K | ﹤0.01% | 2953 |
|
|
2023
Q1 | $992K | Sell |
106,834
-466
| -0.4% | -$4.33K | ﹤0.01% | 2901 |
|
|
2022
Q4 | $1.12K | Hold |
107,300
| – | – | ﹤0.01% | 2874 |
|
|
2022
Q3 | $1.22M | Buy |
107,300
+344
| +0.3% | +$3.91K | ﹤0.01% | 2836 |
|
|
2022
Q2 | $1.6M | Sell |
106,956
-400
| -0.4% | -$6K | ﹤0.01% | 2804 |
|
|
2022
Q1 | $2.42M | Buy |
107,356
+1,694
| +2% | +$38.2K | ﹤0.01% | 2772 |
|
|
2021
Q4 | $1.73M | Sell |
105,662
-3,604
| -3% | -$59.1K | ﹤0.01% | 2883 |
|
|
2021
Q3 | $1.55M | Sell |
109,266
-1,456
| -1% | -$20.6K | ﹤0.01% | 2922 |
|
|
2021
Q2 | $1.66M | Buy |
110,722
+800
| +0.7% | +$12K | ﹤0.01% | 2919 |
|
|
2021
Q1 | $1.67M | Sell |
109,922
-289
| -0.3% | -$4.38K | ﹤0.01% | 2899 |
|
|
2020
Q4 | $1.57M | Sell |
110,211
-2,685
| -2% | -$38.3K | ﹤0.01% | 2869 |
|
|
2020
Q3 | $1.7M | Sell |
112,896
-3,888
| -3% | -$58.4K | ﹤0.01% | 2789 |
|
|
2020
Q2 | $1.73M | Hold |
116,784
| – | – | ﹤0.01% | 2804 |
|
|
2020
Q1 | $1.69M | Hold |
116,784
| – | – | ﹤0.01% | 2758 |
|
|
2019
Q4 | $2.3M | Hold |
116,784
| – | – | ﹤0.01% | 2822 |
|
|
2019
Q3 | $2.19M | Hold |
116,784
| – | – | ﹤0.01% | 2838 |
|
|
2019
Q2 | $2.2M | Sell |
116,784
-501
| -0.4% | -$9.42K | ﹤0.01% | 2882 |
|
|
2019
Q1 | $2.25M | Buy |
117,285
+89
| +0.1% | +$1.7K | ﹤0.01% | 2868 |
|
|
2018
Q4 | $2.15M | Hold |
117,196
| – | – | ﹤0.01% | 2852 |
|
|
2018
Q3 | $1.89M | Buy |
117,196
+810
| +0.7% | +$13.1K | ﹤0.01% | 2939 |
|
|
2018
Q2 | $2.23M | Buy |
116,386
+300
| +0.3% | +$5.75K | ﹤0.01% | 2858 |
|
|
2018
Q1 | $2.04M | Hold |
116,086
| – | – | ﹤0.01% | 2860 |
|
|
2017
Q4 | $2.15M | Buy |
116,086
+400
| +0.3% | +$7.4K | ﹤0.01% | 2847 |
|
|
2017
Q3 | $2.18M | Sell |
115,686
-2,240
| -2% | -$42.1K | ﹤0.01% | 2841 |
|
|
2017
Q2 | $1.82M | Sell |
117,926
-1,804
| -2% | -$27.9K | ﹤0.01% | 2871 |
|
|
2017
Q1 | $1.76M | Sell |
119,730
-3,291
| -3% | -$48.4K | ﹤0.01% | 2865 |
|
|
2016
Q4 | $1.91M | Sell |
123,021
-953
| -0.8% | -$14.8K | ﹤0.01% | 2836 |
|
|
2016
Q3 | $1.81M | Sell |
123,974
-308
| -0.2% | -$4.48K | ﹤0.01% | 2810 |
|
|
2016
Q2 | $2M | Buy |
124,282
+2,424
| +2% | +$39K | ﹤0.01% | 2780 |
|
|
2016
Q1 | $2.52M | Hold |
121,858
| – | – | ﹤0.01% | 2706 |
|
|
2015
Q4 | $2.33M | Hold |
121,858
| – | – | ﹤0.01% | 2752 |
|
|
2015
Q3 | $2.2M | Hold |
121,858
| – | – | ﹤0.01% | 2788 |
|
|
2015
Q2 | $2.33M | Sell |
121,858
-332
| -0.3% | -$6.34K | ﹤0.01% | 2814 |
|
|
2015
Q1 | $2.31M | Hold |
122,190
| – | – | ﹤0.01% | 2788 |
|
|
2014
Q4 | $2.38M | Sell |
122,190
-520
| -0.4% | -$10.1K | ﹤0.01% | 2792 |
|
|
2014
Q3 | $2.74M | Sell |
122,710
-400
| -0.3% | -$8.93K | ﹤0.01% | 2760 |
|
|
2014
Q2 | $3.52M | Sell |
123,110
-200
| -0.2% | -$5.72K | ﹤0.01% | 2682 |
|
|
2014
Q1 | $3.61M | Hold |
123,310
| – | – | ﹤0.01% | 2679 |
|
|
2013
Q4 | $3.47M | Sell |
123,310
-649
| -0.5% | -$18.2K | ﹤0.01% | 2698 |
|
|
2013
Q3 | $3.14M | Sell |
123,959
-125
| -0.1% | -$3.17K | ﹤0.01% | 2713 |
|
|
2013
Q2 | $3.03M | Buy |
+124,084
| New | +$3.03M | ﹤0.01% | 2691 |
|