Dimensional Fund Advisors
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Dimensional Fund Advisors’s United-Guardian UG Stock Holding History

Dimensional Fund Advisors’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$454K Sell
68,538
-6,407
-9% -$42.1K ﹤0.01% 2955
2025
Q4 		$462K Sell
74,945
-2,590
-3% -$17.1K ﹤0.01% 2976
2025
Q3 		$605K Buy
77,535
+608
+0.8% +$5K ﹤0.01% 2960
2025
Q2 		$612K Buy
76,927
+50
+0.1% +$414 ﹤0.01% 2963
2025
Q1 		$691K Buy
76,877
+1,883
+3% +$19.4K ﹤0.01% 2952
2024
Q4 		$724K Sell
74,994
-2,236
-3% -$25.7K ﹤0.01% 2979
2024
Q3 		$1.23M Buy
77,230
+4
+0% +$50 ﹤0.01% 2881
2024
Q2 		$690K Sell
77,226
-340
-0.4% -$2.91K ﹤0.01% 2970
2024
Q1 		$600K Sell
77,566
-7,572
-9% -$60.6K ﹤0.01% 3013
2023
Q4 		$613K Sell
85,138
-3,616
-4% -$26.4K ﹤0.01% 3009
2023
Q3 		$668K Sell
88,754
-10,785
-11% -$84K ﹤0.01% 3002
2023
Q2 		$848K Sell
99,539
-7,295
-7% -$67.1K ﹤0.01% 2953
2023
Q1 		$992K Sell
106,834
-466
-0.4% -$5.04K ﹤0.01% 2901
2022
Q4 		$1.12K Hold
107,300
– – ﹤0.01% 2874
2022
Q3 		$1.22M Buy
107,300
+344
+0.3% +$5.04K ﹤0.01% 2836
2022
Q2 		$1.6M Sell
106,956
-400
-0.4% -$7.92K ﹤0.01% 2804
2022
Q1 		$2.42M Buy
107,356
+1,694
+2% +$31.6K ﹤0.01% 2772
2021
Q4 		$1.73M Sell
105,662
-3,604
-3% -$54.3K ﹤0.01% 2883
2021
Q3 		$1.55M Sell
109,266
-1,456
-1% -$22.2K ﹤0.01% 2922
2021
Q2 		$1.66M Buy
110,722
+800
+0.7% +$12.4K ﹤0.01% 2919
2021
Q1 		$1.67M Sell
109,922
-289
-0.3% -$4.15K ﹤0.01% 2899
2020
Q4 		$1.57M Sell
110,211
-2,685
-2% -$39.2K ﹤0.01% 2869
2020
Q3 		$1.7M Sell
112,896
-3,888
-3% -$58.1K ﹤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 		$2.29M 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% -$9.65K ﹤0.01% 2882
2019
Q1 		$2.25M Buy
117,285
+89
+0.1% +$1.74K ﹤0.01% 2868
2018
Q4 		$2.15M Hold
117,196
– – ﹤0.01% 2852
2018
Q3 		$1.89M Buy
117,196
+810
+0.7% +$14.9K ﹤0.01% 2939
2018
Q2 		$2.23M Buy
116,386
+300
+0.3% +$5.54K ﹤0.01% 2858
2018
Q1 		$2.04M Hold
116,086
– – ﹤0.01% 2860
2017
Q4 		$2.15M Buy
116,086
+400
+0.3% +$7.36K ﹤0.01% 2847
2017
Q3 		$2.17M Sell
115,686
-2,240
-2% -$37.1K ﹤0.01% 2841
2017
Q2 		$1.82M Sell
117,926
-1,804
-2% -$26.8K ﹤0.01% 2871
2017
Q1 		$1.76M Sell
119,730
-3,291
-3% -$49.9K ﹤0.01% 2865
2016
Q4 		$1.91M Sell
123,021
-953
-0.8% -$14.8K ﹤0.01% 2836
2016
Q3 		$1.8M Sell
123,974
-308
-0.2% -$4.64K ﹤0.01% 2810
2016
Q2 		$2M Buy
124,282
+2,424
+2% +$42.8K ﹤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% -$6.58K ﹤0.01% 2814
2015
Q1 		$2.31M Hold
122,190
– – ﹤0.01% 2788
2014
Q4 		$2.38M Sell
122,190
-520
-0.4% -$10.7K ﹤0.01% 2792
2014
Q3 		$2.74M Sell
122,710
-400
-0.3% -$10K ﹤0.01% 2760
2014
Q2 		$3.52M Sell
123,110
-200
-0.2% -$6.12K ﹤0.01% 2682
2014
Q1 		$3.61M Hold
123,310
– – ﹤0.01% 2679
2013
Q4 		$3.47M Sell
123,310
-649
-0.5% -$16.8K ﹤0.01% 2698
2013
Q3 		$3.14M Sell
123,959
-125
-0.1% -$3.29K ﹤0.01% 2713
2013
Q2 		$3.03M Buy
+124,084
New +$2.96M ﹤0.01% 2691

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Dimensional Fund Advisors's UG Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its United-Guardian (UG) stake by 8.5% in Q1 2026, selling an estimated $42.1K and leaving 68,538 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Dimensional Fund Advisors first reported a position in UG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.61M in Q1 2014. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Dimensional Fund Advisors held 68,538 shares of United-Guardian worth $454K as of Q1 2026.
  • Dimensional Fund Advisors sold 6,407 United-Guardian shares in Q1 2026, an estimated $42.1K.
  • United-Guardian made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2955 holding.
  • Dimensional Fund Advisors first reported a position in United-Guardian in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's United-Guardian position peaked at $3.61M in Q1 2014.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.