DIMENSIONAL FUND ADVISORS LP
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $36,306,474 | 2,067,567 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $50,586,015 | 2,140,754 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $54,468,580 | 2,170,063 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $52,975,798 | 2,211,010 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $67,914,437 | 2,328,229 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $71,512,460 | 2,235,463 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $66,722,672 | 2,173,377 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $76,989,056 | 2,186,568 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $72,978,803 | 2,148,331 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $61,417,943 | 2,085,499 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $60,358,203 | 1,938,908 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $44,189,909 | 1,802,934 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $32,723,949 | 1,451,173 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $21,638,787 | 1,235,796 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $22,730,320 | 1,168,654 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $29,414,514 | 1,167,706 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $58,440,323 | 1,216,493 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $67,752,835 | 1,205,352 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $67,388,286 | 1,269,800 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $74,886,962 | 1,298,768 | Shares | Defined | 2021-05-14 |
| 2020-09-30 | $41,311,865 | 1,382,130 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $39,131,918 | 1,406,611 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $17,570,067 | 1,242,579 | Shares | Defined | 2020-05-14 |