Dimensional Fund Advisors
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Dimensional Fund Advisors’s U-Haul Holding Co UHAL Stock Holding History

Dimensional Fund Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4M Buy
510,097
+98,483
+24% +$5.05M 0.01% 1878
2025
Q4 		$20.7M Buy
411,614
+30,505
+8% +$1.62M ﹤0.01% 1948
2025
Q3 		$21.8M Buy
381,109
+67,920
+22% +$4M ﹤0.01% 1943
2025
Q2 		$19M Buy
313,189
+29,125
+10% +$1.82M ﹤0.01% 1992
2025
Q1 		$18.6M Sell
284,064
-43,627
-13% -$3.02M ﹤0.01% 1981
2024
Q4 		$22.6M Sell
327,691
-8,018
-2% -$581K 0.01% 1943
2024
Q3 		$26M Sell
335,709
-14,370
-4% -$982K 0.01% 1876
2024
Q2 		$21.6M Sell
350,079
-5,195
-1% -$338K 0.01% 1923
2024
Q1 		$24M Sell
355,274
-28,832
-8% -$1.91M 0.01% 1888
2023
Q4 		$27.6M Sell
384,106
-6,477
-2% -$367K 0.01% 1822
2023
Q3 		$21.3M Sell
390,583
-5,503
-1% -$320K 0.01% 1884
2023
Q2 		$21.9M Sell
396,086
-28,882
-7% -$1.69M 0.01% 1886
2023
Q1 		$25.3M Sell
424,968
-29,220
-6% -$1.84M 0.01% 1781
2022
Q4 		$27.3K Sell
454,188
-4,476,062
-91% -$257M 0.01% 1699
2022
Q3 		$251M Buy
4,930,250
+80,530
+2% +$4.22M 0.1% 198
2022
Q2 		$232M Buy
4,849,720
+83,540
+2% +$4.32M 0.08% 240
2022
Q1 		$285M Buy
4,766,180
+115,260
+2% +$7.11M 0.09% 221
2021
Q4 		$338M Sell
4,650,920
-81,080
-2% -$5.84M 0.1% 170
2021
Q3 		$306M Buy
4,732,000
+82,570
+2% +$5.18M 0.1% 180
2021
Q2 		$274M Sell
4,649,430
-7,050
-0.2% -$413K 0.09% 214
2021
Q1 		$285M Buy
4,656,480
+25,240
+0.5% +$1.34M 0.09% 191
2020
Q4 		$210M Sell
4,631,240
-75,220
-2% -$3M 0.08% 264
2020
Q3 		$168M Sell
4,706,460
-38,060
-0.8% -$1.3M 0.07% 268
2020
Q2 		$143M Buy
4,744,520
+82,470
+2% +$2.42M 0.06% 321
2020
Q1 		$135M Sell
4,662,050
-13,060
-0.3% -$441K 0.07% 247
2019
Q4 		$176M Sell
4,675,110
-24,380
-0.5% -$925K 0.06% 331
2019
Q3 		$183M Sell
4,699,490
-95,420
-2% -$3.53M 0.07% 269
2019
Q2 		$182M Buy
4,794,910
+30,780
+0.6% +$1.17M 0.07% 269
2019
Q1 		$177M Buy
4,764,130
+156,670
+3% +$5.69M 0.07% 260
2018
Q4 		$151M Buy
4,607,460
+194,520
+4% +$6.57M 0.07% 273
2018
Q3 		$157M Buy
4,412,940
+342,480
+8% +$12.6M 0.06% 350
2018
Q2 		$145M Buy
4,070,460
+27,520
+0.7% +$957K 0.06% 405
2018
Q1 		$140M Sell
4,042,940
-33,640
-0.8% -$1.2M 0.06% 394
2017
Q4 		$154M Sell
4,076,580
-636,360
-14% -$23.8M 0.06% 340
2017
Q3 		$177M Sell
4,712,940
-736,180
-14% -$27.5M 0.08% 253
2017
Q2 		$199M Sell
5,449,120
-808,950
-13% -$29.3M 0.09% 196
2017
Q1 		$239M Sell
6,258,070
-857,060
-12% -$32.2M 0.11% 136
2016
Q4 		$263M Sell
7,115,130
-744,010
-9% -$25.5M 0.13% 103
2016
Q3 		$255M Sell
7,859,140
-444,400
-5% -$15.9M 0.14% 97
2016
Q2 		$311M Sell
8,303,540
-457,740
-5% -$16.5M 0.18% 63
2016
Q1 		$313M Sell
8,761,280
-359,370
-4% -$12.5M 0.19% 65
2015
Q4 		$355M Sell
9,120,650
-219,280
-2% -$8.86M 0.22% 49
2015
Q3 		$367M Sell
9,339,930
-122,650
-1% -$4.46M 0.24% 40
2015
Q2 		$309M Sell
9,462,580
-36,250
-0.4% -$1.18M 0.19% 58
2015
Q1 		$314M Sell
9,498,830
-157,010
-2% -$4.85M 0.2% 57
2014
Q4 		$274M Buy
9,655,840
+38,790
+0.4% +$1.05M 0.18% 69
2014
Q3 		$252M Buy
9,617,050
+34,850
+0.4% +$964K 0.18% 78
2014
Q2 		$279M Sell
9,582,200
-254,190
-3% -$6.72M 0.19% 62
2014
Q1 		$228M Sell
9,836,390
-115,990
-1% -$2.68M 0.17% 79
2013
Q4 		$237M Sell
9,952,380
-194,310
-2% -$4.18M 0.18% 71
2013
Q3 		$187M Sell
10,146,690
-110,200
-1% -$1.9M 0.16% 87
2013
Q2 		$166M Buy
+10,256,890
New +$170M 0.16% 95

Other funds holding UHAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Dimensional Fund Advisors increased its U-Haul Holding Co (UHAL) stake by 24% in Q1 2026, buying an estimated $5.05M and bringing the position to 510,097 shares worth $24.4M. The position accounts for 0.01% of the portfolio, ranked #1878.

Dimensional Fund Advisors first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $367M in Q3 2015. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Dimensional Fund Advisors held 510,097 shares of U-Haul Holding Co worth $24.4M as of Q1 2026.
  • Dimensional Fund Advisors bought 98,483 U-Haul Holding Co shares in Q1 2026, an estimated $5.05M.
  • U-Haul Holding Co made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1878 holding.
  • Dimensional Fund Advisors first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's U-Haul Holding Co position peaked at $367M in Q3 2015.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

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