Number of Shares
1.44 Mil
Current Holdings Value*
$592.04 Mil
% of Portfolio
2.27%
Total Estimate Gain
$-306.11 Mil
% of Total Estimate Gain
-42.30%

THE U.S. LARGE CAP VALUE SERIES's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, DFA INVESTMENT TRUST CO held 1.44 Mil shares of UnitedHealth Group Inc(UNH), totaling $592.04 Mil. This investment constitutes 2.27% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.16% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then THE U.S. LARGE CAP VALUE SERIES has made 3 purchases of UNH, at an average price of $500.87, for a total of 1.44 Mil shares. In addition, there have been 1 sales at an average price of $519.22 for 5,974.00 shares. Based on historical transaction data and UNH's current price of $288.07, THE U.S. LARGE CAP VALUE SERIES's estimated gain on his UNH holdings is $-306.11 Mil, reflecting a -42.30% gain to date.

THE U.S. LARGE CAP VALUE SERIES UNH ($288.07) Holding Chart

THE U.S. LARGE CAP VALUE SERIES UNH ($288.07) 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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