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UGIUGI
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Position history for DIMENSIONAL FUND ADVISORS LPDIMENSIONAL FUND ADVISORS LP's holdings in UGI CORP NEW

DIMENSIONAL FUND ADVISORS LP holds 3M shares of UGI (UGI CORP NEW), worth $102.9M as of 2026-Q2. The position was increased (+2.7% shares). UGI represents 0.0% of DIMENSIONAL FUND ADVISORS LP's portfolio.

Current Value

$102.9M

Current Shares

3M

Total Value Change

+$47.7M

Total Shares Change

+771,945

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+2.7%
$102.9M0.0%$34.54
31
2026-Q1
Increased
2.9M
+1.2%
$105.7M0.0%$37.08
30
2025-Q4
Increased
2.9M
+1.3%
$107.3M0.0%$37.73
30
2025-Q3
Increased
2.8M
+0.9%
$94.1M0.0%$32.85
30
2025-Q2
Increased
2.8M
+4.7%
$102.1M0.0%$35.39
31
2025-Q1
Increased
2.7M
+15.0%
$88.6M0.0%$31.85
34
2024-Q4
Increased
2.3M
+5.5%
$65.8M0.0%$26.99
31
2024-Q3
Decreased
2.2M
-5.1%
$55.3M0.0%$23.58
0

Other major holders of UGI: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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