Dimensional Fund Advisors
ULH icon

Dimensional Fund Advisors’s Universal Logistics Holdings ULH Stock Holding History

Dimensional Fund Advisors’s Portfolio ULH Stock Details ULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.9M Sell
845,019
-23,952
-3% -$410K ﹤0.01% 2025
2025
Q4 		$13.2M Sell
868,971
-15,941
-2% -$268K ﹤0.01% 2185
2025
Q3 		$20.7M Sell
884,912
-934
-0.1% -$23.5K ﹤0.01% 1974
2025
Q2 		$22.5M Buy
885,846
+33,805
+4% +$838K 0.01% 1914
2025
Q1 		$22.4M Sell
852,041
-3,171
-0.4% -$108K 0.01% 1890
2024
Q4 		$39.3M Buy
855,212
+8,578
+1% +$400K 0.01% 1664
2024
Q3 		$36.5M Buy
846,634
+18,965
+2% +$785K 0.01% 1688
2024
Q2 		$33.6M Buy
827,669
+14,720
+2% +$599K 0.01% 1693
2024
Q1 		$30M Buy
812,949
+13,598
+2% +$438K 0.01% 1777
2023
Q4 		$22.4M Buy
799,351
+12,826
+2% +$319K 0.01% 1936
2023
Q3 		$19.8M Buy
786,525
+18,715
+2% +$535K 0.01% 1928
2023
Q2 		$22.1M Buy
767,810
+25,608
+3% +$709K 0.01% 1884
2023
Q1 		$21.6M Buy
742,202
+1,706
+0.2% +$55.4K 0.01% 1864
2022
Q4 		$24.8K Buy
740,496
+20,063
+3% +$702K 0.01% 1755
2022
Q3 		$22.9M Buy
720,433
+16,115
+2% +$532K 0.01% 1748
2022
Q2 		$19.2M Buy
704,318
+33,793
+5% +$804K 0.01% 1885
2022
Q1 		$13.5M Buy
670,525
+18,919
+3% +$358K ﹤0.01% 2166
2021
Q4 		$12.3M Sell
651,606
-29,350
-4% -$581K ﹤0.01% 2222
2021
Q3 		$13.7M Sell
680,956
-6,297
-0.9% -$136K ﹤0.01% 2183
2021
Q2 		$16M Sell
687,253
-29,584
-4% -$737K 0.01% 2155
2021
Q1 		$18.9M Sell
716,837
-33,026
-4% -$792K 0.01% 2060
2020
Q4 		$15.4M Sell
749,863
-6,106
-0.8% -$133K 0.01% 2099
2020
Q3 		$15.8M Sell
755,969
-3,371
-0.4% -$65.8K 0.01% 1973
2020
Q2 		$13.2M Buy
759,340
+19,699
+3% +$280K 0.01% 2090
2020
Q1 		$9.69M Buy
739,641
+23,280
+3% +$384K 0.01% 2137
2019
Q4 		$13.6M Buy
716,361
+11,407
+2% +$238K ﹤0.01% 2225
2019
Q3 		$16.4M Buy
704,954
+16,672
+2% +$360K 0.01% 2119
2019
Q2 		$15.5M Buy
688,282
+45,089
+7% +$963K 0.01% 2195
2019
Q1 		$12.7M Buy
643,193
+33,584
+6% +$698K 0.01% 2306
2018
Q4 		$11M Buy
609,609
+46,685
+8% +$1.22M 0.01% 2288
2018
Q3 		$20.7M Buy
562,924
+31,348
+6% +$1.04M 0.01% 2092
2018
Q2 		$14M Buy
531,576
+38,095
+8% +$904K 0.01% 2275
2018
Q1 		$10.4M Buy
493,481
+29,880
+6% +$683K ﹤0.01% 2361
2017
Q4 		$11M Buy
463,601
+21,007
+5% +$470K ﹤0.01% 2343
2017
Q3 		$9.05M Buy
442,594
+23,198
+6% +$371K ﹤0.01% 2406
2017
Q2 		$6.29M Buy
419,396
+19,097
+5% +$264K ﹤0.01% 2509
2017
Q1 		$5.74M Buy
400,299
+5,490
+1% +$77.4K ﹤0.01% 2515
2016
Q4 		$6.46M Buy
394,809
+5,587
+1% +$78.1K ﹤0.01% 2476
2016
Q3 		$5.22M Buy
389,222
+3,756
+1% +$51.9K ﹤0.01% 2500
2016
Q2 		$4.97M Buy
385,466
+2,790
+0.7% +$40.3K ﹤0.01% 2496
2016
Q1 		$6.3M Sell
382,676
-394
-0.1% -$5.81K ﹤0.01% 2409
2015
Q4 		$5.38M Buy
383,070
+1,806
+0.5% +$27.7K ﹤0.01% 2484
2015
Q3 		$5.94M Buy
381,264
+7,786
+2% +$157K ﹤0.01% 2439
2015
Q2 		$8.2M Buy
373,478
+4,546
+1% +$97.2K 0.01% 2368
2015
Q1 		$9.29M Buy
368,932
+14,207
+4% +$357K 0.01% 2276
2014
Q4 		$10.1M Buy
354,725
+20,144
+6% +$535K 0.01% 2243
2014
Q3 		$8.11M Sell
334,581
-10,495
-3% -$258K 0.01% 2321
2014
Q2 		$8.75M Buy
345,076
+11,702
+4% +$296K 0.01% 2307
2014
Q1 		$9.63M Sell
333,374
-10,094
-3% -$289K 0.01% 2216
2013
Q4 		$10.5M Sell
343,468
-5,586
-2% -$156K 0.01% 2125
2013
Q3 		$9.31M Buy
349,054
+2,626
+0.8% +$69.1K 0.01% 2156
2013
Q2 		$8.35M Buy
+346,428
New +$8.4M 0.01% 2160

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Universal Logistics Holdings (ULH) stake by 2.8% in Q1 2026, selling an estimated $410K and leaving 845,019 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Dimensional Fund Advisors first reported a position in ULH in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.3M in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Dimensional Fund Advisors held 845,019 shares of Universal Logistics Holdings worth $17.9M as of Q1 2026.
  • Dimensional Fund Advisors sold 23,952 Universal Logistics Holdings shares in Q1 2026, an estimated $410K.
  • Universal Logistics Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2025 holding.
  • Dimensional Fund Advisors first reported a position in Universal Logistics Holdings in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Universal Logistics Holdings position peaked at $39.3M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

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