Dimensional Fund Advisors’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
885,846
+33,805
| +4% | +$858K | 0.01% | 1914 |
|
|
2025
Q1 | $22.4M | Sell |
852,041
-3,171
| -0.4% | -$83.2K | 0.01% | 1890 |
|
|
2024
Q4 | $39.3M | Buy |
855,212
+8,578
| +1% | +$394K | 0.01% | 1664 |
|
|
2024
Q3 | $36.5M | Buy |
846,634
+18,965
| +2% | +$818K | 0.01% | 1688 |
|
|
2024
Q2 | $33.6M | Buy |
827,669
+14,720
| +2% | +$597K | 0.01% | 1693 |
|
|
2024
Q1 | $30M | Buy |
812,949
+13,598
| +2% | +$501K | 0.01% | 1777 |
|
|
2023
Q4 | $22.4M | Buy |
799,351
+12,826
| +2% | +$359K | 0.01% | 1936 |
|
|
2023
Q3 | $19.8M | Buy |
786,525
+18,715
| +2% | +$471K | 0.01% | 1928 |
|
|
2023
Q2 | $22.1M | Buy |
767,810
+25,608
| +3% | +$738K | 0.01% | 1884 |
|
|
2023
Q1 | $21.6M | Buy |
742,202
+1,706
| +0.2% | +$49.7K | 0.01% | 1864 |
|
|
2022
Q4 | $24.8K | Buy |
740,496
+20,063
| +3% | +$671 | 0.01% | 1755 |
|
|
2022
Q3 | $22.9M | Buy |
720,433
+16,115
| +2% | +$511K | 0.01% | 1748 |
|
|
2022
Q2 | $19.2M | Buy |
704,318
+33,793
| +5% | +$923K | 0.01% | 1885 |
|
|
2022
Q1 | $13.5M | Buy |
670,525
+18,919
| +3% | +$381K | ﹤0.01% | 2166 |
|
|
2021
Q4 | $12.3M | Sell |
651,606
-29,350
| -4% | -$554K | ﹤0.01% | 2222 |
|
|
2021
Q3 | $13.7M | Sell |
680,956
-6,297
| -0.9% | -$126K | ﹤0.01% | 2183 |
|
|
2021
Q2 | $16M | Sell |
687,253
-29,584
| -4% | -$689K | 0.01% | 2155 |
|
|
2021
Q1 | $18.9M | Sell |
716,837
-33,026
| -4% | -$869K | 0.01% | 2060 |
|
|
2020
Q4 | $15.4M | Sell |
749,863
-6,106
| -0.8% | -$126K | 0.01% | 2099 |
|
|
2020
Q3 | $15.8M | Sell |
755,969
-3,371
| -0.4% | -$70.3K | 0.01% | 1973 |
|
|
2020
Q2 | $13.2M | Buy |
759,340
+19,699
| +3% | +$342K | 0.01% | 2090 |
|
|
2020
Q1 | $9.69M | Buy |
739,641
+23,280
| +3% | +$305K | 0.01% | 2137 |
|
|
2019
Q4 | $13.6M | Buy |
716,361
+11,407
| +2% | +$216K | ﹤0.01% | 2225 |
|
|
2019
Q3 | $16.4M | Buy |
704,954
+16,672
| +2% | +$388K | 0.01% | 2119 |
|
|
2019
Q2 | $15.5M | Buy |
688,282
+45,089
| +7% | +$1.01M | 0.01% | 2195 |
|
|
2019
Q1 | $12.7M | Buy |
643,193
+33,584
| +6% | +$661K | 0.01% | 2306 |
|
|
2018
Q4 | $11M | Buy |
609,609
+46,685
| +8% | +$845K | 0.01% | 2288 |
|
|
2018
Q3 | $20.7M | Buy |
562,924
+31,348
| +6% | +$1.15M | 0.01% | 2092 |
|
|
2018
Q2 | $14M | Buy |
531,576
+38,095
| +8% | +$1M | 0.01% | 2275 |
|
|
2018
Q1 | $10.4M | Buy |
493,481
+29,880
| +6% | +$632K | ﹤0.01% | 2361 |
|
|
2017
Q4 | $11M | Buy |
463,601
+21,007
| +5% | +$499K | ﹤0.01% | 2343 |
|
|
2017
Q3 | $9.05M | Buy |
442,594
+23,198
| +6% | +$474K | ﹤0.01% | 2406 |
|
|
2017
Q2 | $6.29M | Buy |
419,396
+19,097
| +5% | +$286K | ﹤0.01% | 2509 |
|
|
2017
Q1 | $5.74M | Buy |
400,299
+5,490
| +1% | +$78.8K | ﹤0.01% | 2515 |
|
|
2016
Q4 | $6.46M | Buy |
394,809
+5,587
| +1% | +$91.3K | ﹤0.01% | 2476 |
|
|
2016
Q3 | $5.22M | Buy |
389,222
+3,756
| +1% | +$50.4K | ﹤0.01% | 2500 |
|
|
2016
Q2 | $4.97M | Buy |
385,466
+2,790
| +0.7% | +$36K | ﹤0.01% | 2496 |
|
|
2016
Q1 | $6.3M | Sell |
382,676
-394
| -0.1% | -$6.49K | ﹤0.01% | 2409 |
|
|
2015
Q4 | $5.38M | Buy |
383,070
+1,806
| +0.5% | +$25.4K | ﹤0.01% | 2484 |
|
|
2015
Q3 | $5.94M | Buy |
381,264
+7,786
| +2% | +$121K | ﹤0.01% | 2439 |
|
|
2015
Q2 | $8.2M | Buy |
373,478
+4,546
| +1% | +$99.8K | 0.01% | 2368 |
|
|
2015
Q1 | $9.29M | Buy |
368,932
+14,207
| +4% | +$358K | 0.01% | 2276 |
|
|
2014
Q4 | $10.1M | Buy |
354,725
+20,144
| +6% | +$574K | 0.01% | 2243 |
|
|
2014
Q3 | $8.11M | Sell |
334,581
-10,495
| -3% | -$255K | 0.01% | 2321 |
|
|
2014
Q2 | $8.75M | Buy |
345,076
+11,702
| +4% | +$297K | 0.01% | 2307 |
|
|
2014
Q1 | $9.63M | Sell |
333,374
-10,094
| -3% | -$292K | 0.01% | 2216 |
|
|
2013
Q4 | $10.5M | Sell |
343,468
-5,586
| -2% | -$170K | 0.01% | 2125 |
|
|
2013
Q3 | $9.31M | Buy |
349,054
+2,626
| +0.8% | +$70K | 0.01% | 2156 |
|
|
2013
Q2 | $8.35M | Buy |
+346,428
| New | +$8.35M | 0.01% | 2160 |
|