Dimensional Fund Advisors Lp ownership in AUK / U-Haul Holding Company

U-Haul Holding Company

DE ˙ DB ˙ US0235861004

47,60 € ↑1,20 (2,59%)

2026-06-05
DEL PRIS

Security	DE:AUK / U-Haul Holding Company
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	965,584 shares
Ownership	4.92%

2015-02-05 - Dimensional Fund Advisors Lp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 965,584 shares of U-Haul Holding Company (DE:AUK). This represents 4.92 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Latest Shares	Ownership (Percent)
2015-02-05	2015-02-05	13G/A	965,584	4.92
2014-02-10	2014-02-10	13G/A	995,238	5.08
2013-02-11	2013-02-11	13G/A	1,027,540	5.24
2012-02-14	2012-02-14	13G/A	1,067,832	5.45

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	U HAUL HOLDING	COM	023586100	510,097	98,483	23.93	24,371	17.45	0.0011
2026-02-12	2025-12-31	13F	U HAUL HOLDING	COM	023586100	411,614	30,505	8.00	20,750	-4.60	0.0044
2025-11-12	2025-09-30	13F	U HAUL HOLDING	COM	023586100	381,109	67,920	21.69	21,750	14.67	0.0047
2025-08-12	2025-06-30	13F	U HAUL HOLDING	COM	023586100	313,189	29,125	10.25	18,968	2.17	0.0044
2025-05-13	2025-03-31	13F	U HAUL HOLDING	COM	023586100	284,064	-43,627	-13.31	18,565	-18.00	0.0046
2025-02-13	2024-12-31	13F	U HAUL HOLDING	COM	023586100	327,691	-8,018	-2.39	22,640	-12.96	0.0054
2024-11-07	2024-09-30	13F	U HAUL HOLDING	COM	023586100	335,709	-14,370	-4.10	26,011	20.36	0.0063
2024-08-09	2024-06-30	13F	U HAUL HOLDING	COM	023586100	350,079	-5,195	-1.46	21,612	-9.94	0.0056
2024-05-10	2024-03-31	13F	U HAUL HOLDING	COM	023586100	355,274	-28,832	-7.51	23,995	-13.00	0.0065
2024-02-07	2023-12-31	13F	U HAUL HOLDING	COM	023586100	384,106	-6,477	-1.66	27,579	29.38	0.0081
2023-11-09	2023-09-30	13F	U HAUL HOLDING	COM	023586100	390,583	-5,503	-1.39	21,317	-2.71	0.0070
2023-08-09	2023-06-30	13F	U HAUL HOLDING	COM	023586100	396,086	-28,882	-6.80	21,911	-13.56	0.0070
2023-05-12	2023-03-31	13F	U HAUL HOLDING	COM	023586100	424,968	-29,220	-6.43	25,348	93,781.48	0.0085
2023-02-09	2022-12-31	13F	U HAUL HOLDING	COM	023586100	454,188	-38,837	-7.88	27	-99.99	0.0081
2022-11-10	2022-09-30	13F	AMERCO	COM	023586100	493,025	8,053	1.66	251,060	8.26	0.0964
2022-08-12	2022-06-30	13F	AMERCO	COM	023586100	484,972	8,354	1.75	231,911	-18.49	0.0832
2022-05-13	2022-03-31	13F	AMERCO	COM	023586100	476,618	11,526	2.48	284,528	-15.76	0.0876
2022-02-09	2021-12-31	13F	AMERCO	COM	023586100	465,092	-8,108	-1.71	337,756	10.48	0.1021
2021-11-12	2021-09-30	13F	AMERCO	COM	023586100	473,200	8,257	1.78	305,721	11.56	0.0985
2021-08-12	2021-06-30	13F	AMERCO	COM	023586100	464,943	-705	-0.15	274,033	-3.93	0.0868
2021-05-14	2021-03-31	13F	AMERCO	COM	023586100	465,648	2,524	0.54	285,256	35.68	0.0944
2021-03-08	2020-12-31	13F/A-2	AMERCO	COM	023586100	463,124	-7,522	-1.60	210,240	25.49	0.0759
2021-02-11	2020-12-31	13F	AMERCO	COM	023586100	463,124	-7,522		210,240		75,927.5131
2020-11-12	2020-09-30	13F	AMERCO	COM	023586100	470,646	-3,806	-0.80	167,533	16.85	0.0710
2020-08-13	2020-06-30	13F	AMERCO	COM	023586100	474,452	8,247	1.77	143,373	5.84	0.0630
2020-05-14	2020-03-31	13F	AMERCO	COM	023586100	466,205	-1,306	-0.28	135,467	-22.90	0.0706
2020-02-14	2019-12-31	13F	AMERCO	COM	023586100	467,511	-2,438	-0.52	175,695	-4.15	0.0640
2019-11-12	2019-09-30	13F	AMERCO	COM	023586100	469,949	-9,542	-1.99	183,307	0.99	0.0712
2019-08-13	2019-06-30	13F	AMERCO	COM	023586100	479,491	3,078	0.65	181,508	2.55	0.0705
2019-08-12	2019-03-31	13F/A-2	AMERCO	COM	023586100	476,413	15,667	3.40	176,990	17.07	0.0705
2019-05-10	2019-03-31	13F	AMERCO	COM	023586100	476,413	15,667		176,990
2019-02-26	2018-12-31	13F/A-1	AMERCO	COM	023586100	460,746	19,452	4.41	151,180	-3.94	0.0685
2019-02-13	2018-12-31	13F	AMERCO	COM	023586100	460,746	19,452		151,180
2018-11-13	2018-09-30	13F	AMERCO	COM	023586100	441,294	34,248	8.41	157,377	8.56	0.0599
2018-08-10	2018-06-30	13F	AMERCO	COM	023586100	407,046	2,752	0.68	144,970	3.90	0.0578
2018-05-11	2018-03-31	13F	AMERCO	COM	023586100	404,294	-3,364	-0.83	139,522	-9.44	0.0581
2018-02-12	2017-12-31	13F	AMERCO	COM	023586100	407,658	-63,636	-13.50	154,061	-12.80	0.0639
2017-11-13	2017-09-30	13F	AMERCO	COM	023586100	471,294	-73,618	-13.51	176,679	-11.42	0.0772
2017-08-11	2017-06-30	13F	AMERCO	COM	023586100	544,912	-80,895	-12.93	199,454	-16.39	0.0921
2017-05-12	2017-03-31	13F	AMERCO	COM	023586100	625,807	-85,706	-12.05	238,549	-9.29	0.1140
2017-02-09	2016-12-31	13F	AMERCO	COM	023586100	711,513	-74,401	-9.47	262,970	3.20	0.1313
2016-11-10	2016-09-30	13F	AMERCO	COM	023586100	785,914	-44,440	-5.35	254,815	-18.07	0.1377
2016-08-09	2016-06-30	13F	AMERCO	COM	023586100	830,354	-45,774	-5.22	311,009	-0.65	0.1790
2016-05-13	2016-03-31	13F	AMERCO	COM	023586100	876,128	-35,937	-3.94	313,037	-11.88	0.1874
2016-02-10	2015-12-31	13F	AMERCO	COM	023586100	912,065	-21,928	-2.35	355,248	-3.33	0.2214
2015-11-13	2015-09-30	13F	AMERCO	COM	023586100	933,993	-12,265	-1.30	367,497	18.80	0.2412
2015-08-14	2015-06-30	13F	AMERCO	COM	023586100	946,258	-3,625	-0.38	309,339	-1.43	0.1894
2015-05-14	2015-03-31	13F	AMERCO	COM	023586100	949,883	-15,701	-1.63	313,840	14.34	0.1982
2015-02-06	2014-12-31	13F	AMERCO	COM	023586100	965,584	3,879	0.40	274,483	8.98	0.1803
2014-11-13	2014-09-30	13F	AMERCO	COM	023586100	961,705	3,485	0.36	251,867	-9.60	0.1785
2014-08-08	2014-06-30	13F	AMERCO	COM	023586100	958,220	-25,419	-2.58	278,604	22.03	0.1937
2014-05-14	2014-03-31	13F	AMERCO	COM	023586100	983,639	-11,599	-1.17	228,308	-3.55	0.1706
2014-02-12	2013-12-31	13F	AMERCO	COM	023586100	995,238	-19,431	-1.92	236,703	26.69	0.1845
2013-11-13	2013-09-30	13F	AMERCO	COM	023586100	1,014,669	-11,020	-1.07	186,834	12.51	0.1617
2013-08-15	2013-06-30	13F	AMERCO	COM	023586100	1,025,689	1,025,689		166,061		0.1564

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.