Position in UG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$522,433
+$63,229 QoQ
Shares Held
73,170
+6.8% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 28 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 5%
None 1%
Common Shares in UG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,410,355,589 across 21 Household & Personal Products names. UG ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
13,581,771 | $1,991,630,898 | |
| 2 | CL |
Colgate Palmolive Co
|
5,328,913 | $488,554,742 | |
| 3 | KVUE |
Kenvue Inc.
|
22,585,280 | $431,604,698 | |
| 4 | UL |
Unilever PLC
|
4,808,071 | $289,061,226 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,414,998 | $265,094,328 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
2,312,715 | $224,055,826 | |
| 7 | EL |
Estee Lauder Companies Inc
|
1,648,814 | $130,173,863 | |
| 8 | CLX |
Clorox Co /De/
|
1,203,658 | $114,877,117 |
All Filings in UG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,433 | 73,170 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $459,204 | 68,538 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $461,661 | 74,945 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $609,424 | 77,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $615,416 | 76,927 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $691,123 | 76,877 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $716,941 | 74,994 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,226,412 | 77,230 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $690,400 | 77,226 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $593,379 | 77,566 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $612,993 | 85,138 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $668,316 | 88,754 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $822,191 | 99,539 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,004,238 | 106,834 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,120,211 | 107,300 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,218,927 | 107,300 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,603,270 | 106,956 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,441,275 | 107,356 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,738,139 | 105,662 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,551,577 | 109,266 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,661,937 | 110,722 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,665,318 | 109,922 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,584,834 | 110,211 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,711,503 | 112,896 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,729,571 | 116,784 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,687,528 | 116,784 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||