DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

UVSP — UNIVEST FINANCIAL Corp

Top Portfolio Positions

3,159 positions · $475,312,347,506 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.47%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.13%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.71%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.26%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.17%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.11%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.01%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.83%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in UVSP

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,622,408	1,886,235	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$61,527,298	1,879,270	-1.0%	Shares	Sole	2026-02-12
2025-09-30	$56,962,047	1,897,470	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$57,377,570	1,910,039	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$55,330,557	1,951,007	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$58,237,038	1,973,468	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$55,512,648	1,972,731	+0.7%	Shares	Sole	2024-11-07
2024-06-30	$44,713,672	1,958,549	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$41,168,153	1,977,337	+1.0%	Shares	Sole	2024-05-10
2023-12-31	$43,114,580	1,957,085	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$34,362,761	1,977,144	-6.0%	Shares	Sole	2023-11-09
2023-06-30	$38,037,172	2,103,826	-4.9%	Shares	Sole	2023-08-09
2023-03-31	$52,499,249	2,211,426	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$57,074,815	2,184,264	+2.7%	Shares	Sole	2023-02-09
2022-09-30	$49,930,311	2,126,504	+0.2%	Shares	Sole	2022-11-10
2022-06-30	$53,998,000	2,122,563	+3.7%	Shares	Sole	2022-08-12
2022-03-31	$54,779,753	2,047,076	+1.1%	Shares	Defined	2022-05-13
2021-12-31	$60,583,871	2,024,862	-1.1%	Shares	Defined	2022-02-09
2021-09-30	$56,054,538	2,046,533	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$54,022,399	2,048,631	-1.0%	Shares	Defined	2021-08-12
2021-03-31	$59,142,960	2,068,659	-1.3%	Shares	Defined	2021-05-14
2020-12-31	$43,128,703	2,095,661	-0.2%	Shares	Defined	2021-03-08
2020-09-30	$30,189,731	2,100,886	-2.0%	Shares	Defined	2020-11-12
2020-06-30	$34,603,853	2,143,981	+2.2%	Shares	Defined	2020-08-13
2020-03-31	$34,220,853	2,096,866	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.