DIMENSIONAL FUND ADVISORS LP
Holdings in UGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $107,278,719 | 2,866,116 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $94,107,072 | 2,829,437 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $102,120,002 | 2,803,954 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $88,589,832 | 2,678,858 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $65,754,640 | 2,329,247 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $55,254,866 | 2,208,428 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $53,293,977 | 2,327,248 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $43,210,815 | 1,760,832 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $37,911,280 | 1,541,109 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $27,211,484 | 1,183,108 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $34,554,852 | 1,281,233 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $35,733,940 | 1,028,019 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $44,775,257 | 1,207,857 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $38,615,596 | 1,194,420 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $43,430,958 | 1,124,863 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $39,846,056 | 1,100,112 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $48,007,260 | 1,045,682 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $44,362,092 | 1,040,875 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $47,224,483 | 1,019,747 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $42,057,846 | 1,025,551 | Shares | Defined | 2021-05-14 |
| 2020-09-30 | $31,584,913 | 957,699 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $29,970,768 | 942,477 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $23,925,123 | 897,080 | Shares | Defined | 2020-05-14 |