Number of Shares
32,663.00
Current Holdings Value*
$13.44 Mil
% of Portfolio
2.19%
Total Estimate Gain
$-6.68 Mil
% of Total Estimate Gain
-38.94%

Dimensional VA U.S. Large Value Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, Dimensional VA U.S. Large Value Portfolio held 32,663.00 shares of UnitedHealth Group Inc(UNH), totaling $13.44 Mil. This investment constitutes 2.19% of their stock portfolio, and Dimensional VA U.S. Large Value Portfolio now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q2. And since then Dimensional VA U.S. Large Value Portfolio has made 5 purchases of UNH, at an average price of $487.50, for a total of 35,185.00 shares. In addition, there have been 2 sales at an average price of $364.68 for 2,522.00 shares. Based on historical transaction data and UNH's current price of $292.49, Dimensional VA U.S. Large Value Portfolio's estimated gain on his UNH holdings is $-6.68 Mil, reflecting a -38.94% gain to date.

Dimensional VA U.S. Large Value Portfolio UNH ($292.49) Holding Chart

Dimensional VA U.S. Large Value Portfolio UNH ($292.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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