Dimensional Fund Advisors LP Univest Financial Corp Transaction History

Dimensional Fund Advisors LP

  • $391 Billion
  • Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Univest Financial Corp stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 1,951,007 shares of UVSP stock, worth $56.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,951,007
Previous 1,973,468 1.14%
Holding current value
$56.9 Million
Previous $58.2 Million 4.99%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$27.52 - $31.63 $618,126 - $710,441
-22,461 Reduced 1.14%
1,951,007 $55.3 Million
Q4 2024

Feb 13, 2025
BUY
$26.85 - $32.21 $19,788 - $23,738
737 Added 0.04%
1,973,468 $58.2 Million
Q3 2024

Nov 07, 2024
BUY
$22.22 - $29.19 $315,124 - $413,972
14,182 Added 0.72%
1,972,731 $55.5 Million
Q2 2024

Aug 09, 2024
SELL
$18.44 - $22.93 $346,450 - $430,808
-18,788 Reduced 0.95%
1,958,549 $44.7 Million
Q1 2024

May 10, 2024
BUY
$19.25 - $22.06 $389,851 - $446,759
20,252 Added 1.03%
1,977,337 $41.2 Million
Q4 2023

Feb 07, 2024
SELL
$16.21 - $22.32 $325,156 - $447,716
-20,059 Reduced 1.01%
1,957,085 $43.1 Million
Q3 2023

Nov 09, 2023
SELL
$17.03 - $20.75 $2.16 Million - $2.63 Million
-126,682 Reduced 6.02%
1,977,144 $34.4 Million
Q2 2023

Aug 09, 2023
SELL
$16.3 - $23.55 $1.75 Million - $2.53 Million
-107,600 Reduced 4.87%
2,103,826 $38 Million
Q1 2023

May 12, 2023
BUY
$23.24 - $28.72 $631,244 - $780,092
27,162 Added 1.24%
2,211,426 $52.5 Million
Q4 2022

Feb 09, 2023
BUY
$23.85 - $28.75 $1.38 Million - $1.66 Million
57,760 Added 2.72%
2,184,264 $57.1 Million
Q3 2022

Nov 10, 2022
BUY
$23.48 - $26.96 $92,534 - $106,249
3,941 Added 0.19%
2,126,504 $49.9 Million
Q2 2022

Aug 12, 2022
BUY
$24.83 - $26.86 $1.87 Million - $2.03 Million
75,487 Added 3.69%
2,122,563 $54 Million
Q1 2022

May 13, 2022
BUY
$26.76 - $31.41 $594,446 - $697,741
22,214 Added 1.1%
2,047,076 $54.8 Million
Q4 2021

Feb 09, 2022
SELL
$27.44 - $30.78 $594,652 - $667,033
-21,671 Reduced 1.06%
2,024,862 $60.6 Million
Q3 2021

Nov 12, 2021
SELL
$24.86 - $28.25 $52,156 - $59,268
-2,098 Reduced 0.1%
2,046,533 $56.1 Million
Q2 2021

Aug 12, 2021
SELL
$26.37 - $29.4 $528,138 - $588,823
-20,028 Reduced 0.97%
2,048,631 $54 Million
Q1 2021

May 14, 2021
SELL
$20.49 - $29.45 $553,270 - $795,208
-27,002 Reduced 1.29%
2,068,659 $59.1 Million
Q4 2020

Feb 25, 2021
BUY
$14.4 - $20.58 $30.2 Million - $43.1 Million
2,095,661 New
2,095,661 $43.1 Million

Others Institutions Holding UVSP

# of Institutions
187
Shares Held
20.3M
Call Options Held
400
Put Options Held
0
View Full List

About UNIVEST FINANCIAL Corp

UVSP Quotes by TradingView
  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $852M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
Track This Portfolio

Track Dimensional Fund Advisors LP Portfolio

Follow Dimensional Fund Advisors LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email