Dimensional Fund Advisors’s Unico American Corp UNAM Stock Holding History

Dimensional Fund Advisors’s Portfolio UNAM Stock Details UNAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-326,477	Closed	-$340K	–	3546
2023 Q1	$340K	Sell	326,477 -11,600	-3%	-$14.1K	﹤0.01%	3099
2022 Q4	$544	Hold	338,077	–	–	﹤0.01%	3027
2022 Q3	$402K	Sell	338,077 -10,309	-3%	-$18.2K	﹤0.01%	3092
2022 Q2	$753K	Sell	348,386 -100	-0%	-$243	﹤0.01%	2972
2022 Q1	$1.02M	Sell	348,486 -2,351	-0.7%	-$7.17K	﹤0.01%	2991
2021 Q4	$1.21M	Sell	350,837 -31,199	-8%	-$103K	﹤0.01%	2983
2021 Q3	$1.3M	Sell	382,036 -12,089	-3%	-$47K	﹤0.01%	2982
2021 Q2	$1.84M	Sell	394,125 -2,000	-0.5%	-$9.55K	﹤0.01%	2890
2021 Q1	$1.99M	Sell	396,125 -112	-0%	-$606	﹤0.01%	2854
2020 Q4	$1.8M	Sell	396,237 -10,755	-3%	-$53.7K	﹤0.01%	2833
2020 Q3	$2.16M	Hold	406,992	–	–	﹤0.01%	2721
2020 Q2	$2.1M	Hold	406,992	–	–	﹤0.01%	2744
2020 Q1	$2.15M	Hold	406,992	–	–	﹤0.01%	2693
2019 Q4	$2.56M	Sell	406,992 -10,271	-2%	-$66.5K	﹤0.01%	2797
2019 Q3	$2.54M	Hold	417,263	–	–	﹤0.01%	2802
2019 Q2	$2.57M	Hold	417,263	–	–	﹤0.01%	2839
2019 Q1	$2.5M	Hold	417,263	–	–	﹤0.01%	2839
2018 Q4	$2.65M	Sell	417,263 -2,402	-0.6%	-$15.5K	﹤0.01%	2784
2018 Q3	$2.96M	Sell	419,665 -1,548	-0.4%	-$11.2K	﹤0.01%	2824
2018 Q2	$3.33M	Sell	421,213 -7,896	-2%	-$62.2K	﹤0.01%	2758
2018 Q1	$3.41M	Buy	429,109 +5,150	+1%	+$43.3K	﹤0.01%	2740
2017 Q4	$3.6M	Hold	423,959	–	–	﹤0.01%	2721
2017 Q3	$4.24M	Sell	423,959 -8,499	-2%	-$83.5K	﹤0.01%	2654
2017 Q2	$4.04M	Sell	432,458 -561	-0.1%	-$5.43K	﹤0.01%	2660
2017 Q1	$4.13M	Hold	433,019	–	–	﹤0.01%	2635
2016 Q4	$4.66M	Sell	433,019 -264	-0.1%	-$2.79K	﹤0.01%	2569
2016 Q3	$4.92M	Hold	433,283	–	–	﹤0.01%	2522
2016 Q2	$4.79M	Sell	433,283 -46,288	-10%	-$530K	﹤0.01%	2508
2016 Q1	$4.56M	Hold	479,571	–	–	﹤0.01%	2523
2015 Q4	$4.76M	Hold	479,571	–	–	﹤0.01%	2537
2015 Q3	$5.12M	Hold	479,571	–	–	﹤0.01%	2513
2015 Q2	$5.03M	Hold	479,571	–	–	﹤0.01%	2581
2015 Q1	$5.18M	Hold	479,571	–	–	﹤0.01%	2542
2014 Q4	$5.63M	Hold	479,571	–	–	﹤0.01%	2511
2014 Q3	$5.79M	Sell	479,571 -500	-0.1%	-$6.19K	﹤0.01%	2486
2014 Q2	$6.01M	Sell	480,071 -300	-0.1%	-$3.84K	﹤0.01%	2491
2014 Q1	$6.25M	Sell	480,371 -800	-0.2%	-$10.5K	﹤0.01%	2463
2013 Q4	$6.38M	Sell	481,171 -840	-0.2%	-$10.5K	0.01%	2447
2013 Q3	$6.02M	Sell	482,011 -1,007	-0.2%	-$12.1K	0.01%	2447
2013 Q2	$6.04M	Buy	+483,018	New	+$6.45M	0.01%	2369

Other funds holding UNAM

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Dimensional Fund Advisors's UNAM Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Unico American Corp (UNAM) in Q2 2023, closing a stake of 326,477 shares — an estimated $340K sold.

Dimensional Fund Advisors first reported a position in UNAM in Q2 2013 and held it in 40 quarters. The position peaked at $6.38M in Q4 2013. 1 fund tracked by Wall St. Rank holds UNAM as of Q2 2023.

Dimensional Fund Advisors reported no remaining Unico American Corp position as of Q2 2023 after selling out during the quarter.
Dimensional Fund Advisors sold 326,477 Unico American Corp shares in Q2 2023, an estimated $340K.
Dimensional Fund Advisors first reported a position in Unico American Corp in Q2 2013 and held it in 40 quarters.
Dimensional Fund Advisors's Unico American Corp position peaked at $6.38M in Q4 2013.
1 fund tracked by Wall St. Rank held Unico American Corp as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.