DIMENSIONAL FUND ADVISORS LP

Position in UVV — Universal Corp /Va/

CIK 354204 AUSTIN, TX

Back to UVV Full portfolio

Position in UVV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$92,049,528

-$1,485,434 QoQ

Shares Held

1,764,415

-0.6% QoQ

Ownership

7.09%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 232 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 3% None 1%

Common Shares in UVV Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $1,088,843,580 across 6 Tobacco names. UVV ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	3,351,198	$606,265,227
2	MO	Altria Group, Inc.	4,246,967	$305,569,274
3	UVV	Universal Corp /Va/ This page	1,764,415	$92,049,528
4	BTI	British American Tobacco p.l.c.	753,029	$46,507,069
5	TPB	Turning Point Brands, Inc.	453,077	$38,425,459
6	RLX	RLX Technology Inc.	14,223	$27,023

All Filings in UVV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,049,528	1,764,415	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$93,534,962	1,774,857	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$94,005,351	1,782,092	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$99,552,739	1,781,864	-1.0%	Shares	Sole	2025-11-12
2025-06-30	$104,803,168	1,799,505	-2.6%	Shares	Sole	2025-08-12
2025-03-31	$103,587,797	1,848,132	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$102,370,977	1,866,721	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$101,315,077	1,907,646	-1.7%	Shares	Sole	2024-11-07
2024-06-30	$93,542,618	1,941,121	-0.4%	Shares	Sole	2024-08-09
2024-03-31	$100,785,573	1,948,677	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$128,352,916	1,906,609	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$89,497,600	1,895,734	+0.7%	Shares	Sole	2023-11-09
2023-06-30	$93,994,868	1,882,156	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$100,361,206	1,897,546	+2.6%	Shares	Sole	2023-05-12
2022-12-31	$97,657,357	1,849,221	+2.5%	Shares	Sole	2023-02-09
2022-09-30	$83,101,414	1,804,983	+2.3%	Shares	Sole	2022-11-10
2022-06-30	$106,786,311	1,765,063	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$100,245,602	1,726,289	+0.4%	Shares	Defined	2022-05-13
2021-12-31	$94,457,951	1,719,919	-2.8%	Shares	Defined	2022-02-09
2021-09-30	$85,540,088	1,769,917	-3.6%	Shares	Defined	2021-11-12
2021-06-30	$104,577,948	1,835,667	-1.3%	Shares	Defined	2021-08-12
2021-03-31	$109,683,882	1,859,364	-1.6%	Shares	Defined	2021-05-14
2020-12-31	$91,828,956	1,889,096	-4.2%	Shares	Defined	2021-03-08
2020-09-30	$82,602,981	1,972,373	-3.0%	Shares	Defined	2020-11-12
2020-06-30	$86,423,722	2,033,021	-2.9%	Shares	Defined	2020-08-13
2020-03-31	$92,597,137	2,094,484	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.