Dimensional Fund Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.6M | Buy |
1,886,235
+6,965
| +0.4% | +$236K | 0.01% | 1361 |
|
|
2025
Q4 | $61.5M | Sell |
1,879,270
-18,200
| -1% | -$570K | 0.01% | 1401 |
|
|
2025
Q3 | $57M | Sell |
1,897,470
-12,569
| -0.7% | -$386K | 0.01% | 1440 |
|
|
2025
Q2 | $57.4M | Sell |
1,910,039
-40,968
| -2% | -$1.19M | 0.01% | 1407 |
|
|
2025
Q1 | $55.3M | Sell |
1,951,007
-22,461
| -1% | -$665K | 0.01% | 1410 |
|
|
2024
Q4 | $58.2M | Buy |
1,973,468
+737
| +0% | +$21.9K | 0.01% | 1430 |
|
|
2024
Q3 | $55.5M | Buy |
1,972,731
+14,182
| +0.7% | +$378K | 0.01% | 1444 |
|
|
2024
Q2 | $44.7M | Sell |
1,958,549
-18,788
| -1% | -$397K | 0.01% | 1533 |
|
|
2024
Q1 | $41.2M | Buy |
1,977,337
+20,252
| +1% | +$411K | 0.01% | 1597 |
|
|
2023
Q4 | $43.1M | Sell |
1,957,085
-20,059
| -1% | -$376K | 0.01% | 1551 |
|
|
2023
Q3 | $34.4M | Sell |
1,977,144
-126,682
| -6% | -$2.33M | 0.01% | 1599 |
|
|
2023
Q2 | $38M | Sell |
2,103,826
-107,600
| -5% | -$2.11M | 0.01% | 1546 |
|
|
2023
Q1 | $52.5M | Buy |
2,211,426
+27,162
| +1% | +$719K | 0.02% | 1281 |
|
|
2022
Q4 | $57.1K | Buy |
2,184,264
+57,760
| +3% | +$1.55M | 0.02% | 1224 |
|
|
2022
Q3 | $49.9M | Buy |
2,126,504
+3,941
| +0.2% | +$99.5K | 0.02% | 1227 |
|
|
2022
Q2 | $54M | Buy |
2,122,563
+75,487
| +4% | +$1.94M | 0.02% | 1238 |
|
|
2022
Q1 | $54.8M | Buy |
2,047,076
+22,214
| +1% | +$653K | 0.02% | 1339 |
|
|
2021
Q4 | $60.6M | Sell |
2,024,862
-21,671
| -1% | -$630K | 0.02% | 1276 |
|
|
2021
Q3 | $56.1M | Sell |
2,046,533
-2,098
| -0.1% | -$56.3K | 0.02% | 1314 |
|
|
2021
Q2 | $54M | Sell |
2,048,631
-20,028
| -1% | -$563K | 0.02% | 1387 |
|
|
2021
Q1 | $59.1M | Sell |
2,068,659
-27,002
| -1% | -$685K | 0.02% | 1291 |
|
|
2020
Q4 | $43.1M | Sell |
2,095,661
-5,225
| -0.2% | -$93.7K | 0.02% | 1489 |
|
|
2020
Q3 | $30.2M | Sell |
2,100,886
-43,095
| -2% | -$670K | 0.01% | 1600 |
|
|
2020
Q2 | $34.6M | Buy |
2,143,981
+47,115
| +2% | +$755K | 0.02% | 1512 |
|
|
2020
Q1 | $34.2M | Buy |
2,096,866
+8,477
| +0.4% | +$194K | 0.02% | 1356 |
|
|
2019
Q4 | $55.9M | Buy |
2,088,389
+8,628
| +0.4% | +$223K | 0.02% | 1320 |
|
|
2019
Q3 | $53.1M | Buy |
2,079,761
+13,335
| +0.6% | +$345K | 0.02% | 1332 |
|
|
2019
Q2 | $54.3M | Buy |
2,066,426
+50,222
| +2% | +$1.26M | 0.02% | 1346 |
|
|
2019
Q1 | $49.3M | Buy |
2,016,204
+118,879
| +6% | +$2.9M | 0.02% | 1422 |
|
|
2018
Q4 | $40.9M | Buy |
1,897,325
+130,091
| +7% | +$3.16M | 0.02% | 1473 |
|
|
2018
Q3 | $46.7M | Buy |
1,767,234
+110,564
| +7% | +$3.08M | 0.02% | 1530 |
|
|
2018
Q2 | $45.6M | Buy |
1,656,670
+137,953
| +9% | +$3.96M | 0.02% | 1527 |
|
|
2018
Q1 | $42.1M | Buy |
1,518,717
+139,344
| +10% | +$3.9M | 0.02% | 1519 |
|
|
2017
Q4 | $38.7M | Buy |
1,379,373
+101,201
| +8% | +$2.99M | 0.02% | 1609 |
|
|
2017
Q3 | $40.9M | Buy |
1,278,172
+48,684
| +4% | +$1.45M | 0.02% | 1517 |
|
|
2017
Q2 | $36.8M | Buy |
1,229,488
+64,198
| +6% | +$1.84M | 0.02% | 1562 |
|
|
2017
Q1 | $30.2M | Buy |
1,165,290
+113,436
| +11% | +$3.18M | 0.01% | 1696 |
|
|
2016
Q4 | $32.5M | Buy |
1,051,854
+69,197
| +7% | +$1.85M | 0.02% | 1569 |
|
|
2016
Q3 | $23M | Buy |
982,657
+267,161
| +37% | +$5.96M | 0.01% | 1803 |
|
|
2016
Q2 | $15M | Buy |
715,496
+67,090
| +10% | +$1.33M | 0.01% | 2026 |
|
|
2016
Q1 | $12.7M | Buy |
648,406
+46,997
| +8% | +$911K | 0.01% | 2100 |
|
|
2015
Q4 | $12.5M | Buy |
601,409
+33,983
| +6% | +$687K | 0.01% | 2091 |
|
|
2015
Q3 | $10.9M | Buy |
567,426
+12,999
| +2% | +$256K | 0.01% | 2161 |
|
|
2015
Q2 | $11.3M | Buy |
554,427
+16,149
| +3% | +$317K | 0.01% | 2205 |
|
|
2015
Q1 | $10.7M | Buy |
538,278
+24,279
| +5% | +$467K | 0.01% | 2215 |
|
|
2014
Q4 | $10.4M | Buy |
513,999
+11,713
| +2% | +$232K | 0.01% | 2225 |
|
|
2014
Q3 | $9.42M | Buy |
502,286
+3,956
| +0.8% | +$76.9K | 0.01% | 2239 |
|
|
2014
Q2 | $10.3M | Buy |
498,330
+3,469
| +0.7% | +$69.3K | 0.01% | 2195 |
|
|
2014
Q1 | $10.2M | Buy |
494,861
+3,324
| +0.7% | +$64.6K | 0.01% | 2180 |
|
|
2013
Q4 | $10.2M | Buy |
491,537
+26,162
| +6% | +$521K | 0.01% | 2153 |
|
|
2013
Q3 | $8.77M | Buy |
465,375
+5,809
| +1% | +$115K | 0.01% | 2214 |
|
|
2013
Q2 | $8.76M | Buy |
+459,566
| New | +$8.15M | 0.01% | 2117 |
|
Other funds holding UVSP
VCM
UF