Dimensional Fund Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$189M Sell
3,478,925
-36,071
-1% -$1.96M 0.04% 537
2025
Q1
$208M Sell
3,514,996
-258,723
-7% -$15.3M 0.05% 448
2024
Q4
$242M Sell
3,773,719
-44,052
-1% -$2.82M 0.06% 389
2024
Q3
$275M Sell
3,817,771
-70,398
-2% -$5.07M 0.07% 323
2024
Q2
$233M Sell
3,888,169
-20,318
-0.5% -$1.22M 0.06% 365
2024
Q1
$261M Sell
3,908,487
-279,611
-7% -$18.6M 0.07% 289
2023
Q4
$295M Sell
4,188,098
-12,760
-0.3% -$899K 0.09% 214
2023
Q3
$220M Sell
4,200,858
-75,807
-2% -$3.97M 0.07% 285
2023
Q2
$217M Sell
4,276,665
-24,967
-0.6% -$1.26M 0.07% 301
2023
Q1
$223M Sell
4,301,632
-44,131
-1% -$2.29M 0.08% 271
2022
Q4
$239K Buy
+4,345,763
New +$239K 0.07% 251