Number of Shares
154,069.00
Current Holdings Value*
$63.39 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-16.78 Mil
% of Total Estimate Gain
-16.82%

U.S. Sustainability Core 1 Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 154,069.00 shares of UnitedHealth Group Inc(UNH), totaling $63.39 Mil. This investment constitutes 0.9% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then U.S. Sustainability Core 1 Portfolio has made 4 purchases of UNH, at an average price of $432.81, for a total of 230,498.00 shares. In addition, there have been 4 sales at an average price of $511.03 for 76,429.00 shares. Based on historical transaction data and UNH's current price of $285.13, U.S. Sustainability Core 1 Portfolio's estimated gain on his UNH holdings is $-16.78 Mil, reflecting a -16.82% gain to date.

U.S. Sustainability Core 1 Portfolio UNH ($285.13) Holding Chart

U.S. Sustainability Core 1 Portfolio UNH ($285.13) 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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