Dimensional Fund Advisors Lp ownership in UNF / UniFirst Corporation

UniFirst Corporation

US ˙ NYSE ˙ US9047081040

Security	UNF / UniFirst Corporation
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	763,689 shares
Ownership	5.10%

2025-01-23 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 763,689 shares of UniFirst Corporation (US:UNF). This represents 5.1 percent ownership of the company. In their previous filing dated 2019-02-08 , Dimensional Fund Advisors Lp had reported owning 735,261 shares, indicating an increase of 3.87 percent.

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	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2025-01-23	2025-01-23	13G	735,261	763,689	3.87	5.10	7.14
2019-02-08	2019-02-08	13G/A	848,613	735,261	-13.36	4.76	-13.30
2018-02-09	2018-02-09	13G/A	820,384	848,613	3.44	5.49	3.20
2017-02-09	2017-02-09	13G		820,384		5.32
2013-02-11	2013-02-11	13G/A		739,816		4.91
2012-02-14	2012-02-14	13G/A		820,705		5.47

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	UNIFIRST CORP MASS	COM	904708104	744,492	-42,926	-5.45	187,305	23.31	0.0389
2026-02-12	2025-12-31	13F	UNIFIRST CORP MASS	COM	904708104	787,418	14,751	1.91	151,895	17.58	0.0319
2025-11-12	2025-09-30	13F	UNIFIRST CORP MASS	COM	904708104	772,667	9,576	1.25	129,181	-10.06	0.0277
2025-08-12	2025-06-30	13F	UNIFIRST CORP MASS	COM	904708104	763,091	-1,630	-0.21	143,628	7.94	0.0333
2025-05-13	2025-03-31	13F	UNIFIRST CORP MASS	COM	904708104	764,721	1,032	0.14	133,060	1.84	0.0331
2025-02-13	2024-12-31	13F	UNIFIRST CORP MASS	COM	904708104	763,689	15,517	2.07	130,660	-12.08	0.0314
2024-11-07	2024-09-30	13F	UNIFIRST CORP MASS	COM	904708104	748,172	11,169	1.52	148,618	17.56	0.0360
2024-08-09	2024-06-30	13F	UNIFIRST CORP MASS	COM	904708104	737,003	23,069	3.23	126,418	2.10	0.0330
2024-05-10	2024-03-31	13F	UNIFIRST CORP MASS	COM	904708104	713,934	34,961	5.15	123,818	-0.30	0.0335
2024-02-07	2023-12-31	13F	UNIFIRST CORP MASS	COM	904708104	678,973	21,115	3.21	124,193	15.81	0.0363
2023-11-09	2023-09-30	13F	UNIFIRST CORP MASS	COM	904708104	657,858	29,588	4.71	107,239	10.11	0.0352
2023-08-09	2023-06-30	13F	UNIFIRST CORP MASS	COM	904708104	628,270	10,143	1.64	97,390	-10.59	0.0310
2023-05-12	2023-03-31	13F	UNIFIRST CORP MASS	COM	904708104	618,127	-13,423	-2.13	108,931	89,924.79	0.0367
2023-02-09	2022-12-31	13F	UNIFIRST CORP MASS	COM	904708104	631,550	11,239	1.81	122	-99.88	0.0360
2022-11-10	2022-09-30	13F	UNIFIRST CORP MASS	COM	904708104	620,311	4,182	0.68	104,354	-1.63	0.0401
2022-08-12	2022-06-30	13F	UNIFIRST CORP MASS	COM	904708104	616,129	41,383	7.20	106,078	0.16	0.0381
2022-05-13	2022-03-31	13F	UNIFIRST CORP MASS	COM	904708104	574,746	15,921	2.85	105,913	-9.92	0.0326
2022-02-09	2021-12-31	13F	UNIFIRST CORP MASS	COM	904708104	558,825	-38	-0.01	117,576	-1.06	0.0355
2021-11-12	2021-09-30	13F	UNIFIRST CORP MASS	COM	904708104	558,863	8,845	1.61	118,830	-7.93	0.0383
2021-08-12	2021-06-30	13F	UNIFIRST CORP MASS	COM	904708104	550,018	-20,102	-3.53	129,060	1.19	0.0409
2021-05-14	2021-03-31	13F	UNIFIRST CORP MASS	COM	904708104	570,120	-424	-0.07	127,541	5.60	0.0422
2021-03-08	2020-12-31	13F/A-2	UNIFIRST CORP MASS	COM	904708104	570,544	-13,497	-2.31	120,777	9.20	0.0436
2021-02-11	2020-12-31	13F	UNIFIRST CORP MASS	COM	904708104	570,544	-13,497		120,777		43,618.2328
2020-11-12	2020-09-30	13F	UNIFIRST CORP MASS	COM	904708104	584,041	-21,931	-3.62	110,600	2.00	0.0469
2020-08-13	2020-06-30	13F	UNIFIRST CORP MASS	COM	904708104	605,972	-27,172	-4.29	108,436	13.36	0.0477
2020-05-14	2020-03-31	13F	UNIFIRST CORP MASS	COM	904708104	633,144	-12,504	-1.94	95,656	-26.65	0.0498
2020-02-14	2019-12-31	13F	UNIFIRST CORP MASS	COM	904708104	645,648	-18,969	-2.85	130,409	0.56	0.0475
2019-11-12	2019-09-30	13F	UNIFIRST CORP MASS	COM	904708104	664,617	-27,245	-3.94	129,681	-0.60	0.0504
2019-08-13	2019-06-30	13F	UNIFIRST CORP MASS	COM	904708104	691,862	-52,385	-7.04	130,462	14.20	0.0507
2019-08-12	2019-03-31	13F/A-2	UNIFIRST CORP MASS	COM	904708104	744,247	8,986	1.22	114,243	8.60	0.0455
2019-05-10	2019-03-31	13F	UNIFIRST CORP MASS	COM	904708104	744,247	8,986		114,243
2019-02-26	2018-12-31	13F/A-1	UNIFIRST CORP MASS	COM	904708104	735,261	-19,113	-2.53	105,193	-19.70	0.0477
2019-02-13	2018-12-31	13F	UNIFIRST CORP MASS	COM	904708104	735,261	-19,113		105,193
2018-11-13	2018-09-30	13F	UNIFIRST CORP MASS	COM	904708104	754,374	-52,229	-6.48	130,997	-8.19	0.0499
2018-08-10	2018-06-30	13F	UNIFIRST CORP MASS	COM	904708104	806,603	-20,910	-2.53	142,688	6.67	0.0569
2018-05-11	2018-03-31	13F	UNIFIRST CORP MASS	COM	904708104	827,513	-21,100	-2.49	133,767	-4.41	0.0557
2018-02-12	2017-12-31	13F	UNIFIRST CORP MASS	COM	904708104	848,613	-16,905	-1.95	139,937	6.72	0.0580
2017-11-13	2017-09-30	13F	UNIFIRST CORP MASS	COM	904708104	865,518	-8,275	-0.95	131,125	6.66	0.0573
2017-08-11	2017-06-30	13F	UNIFIRST CORP MASS	COM	904708104	873,793	11,559	1.34	122,943	0.80	0.0568
2017-05-12	2017-03-31	13F	UNIFIRST CORP MASS	COM	904708104	862,234	41,850	5.10	121,962	3.49	0.0583
2017-02-09	2016-12-31	13F	UNIFIRST CORP MASS	COM	904708104	820,384	21,849	2.74	117,849	11.92	0.0589
2016-11-10	2016-09-30	13F	UNIFIRST CORP MASS	COM	904708104	798,535	-11,343	-1.40	105,294	12.35	0.0569
2016-08-09	2016-06-30	13F	UNIFIRST CORP MASS	COM	904708104	809,878	51,393	6.78	93,718	13.23	0.0539
2016-05-13	2016-03-31	13F	UNIFIRST CORP MASS	COM	904708104	758,485	15,015	2.02	82,766	6.83	0.0495
2016-02-10	2015-12-31	13F	UNIFIRST CORP MASS	COM	904708104	743,470	34,328	4.84	77,471	2.28	0.0483
2015-11-13	2015-09-30	13F	UNIFIRST CORP MASS	COM	904708104	709,142	17,242	2.49	75,743	-2.13	0.0497
2015-08-14	2015-06-30	13F	UNIFIRST CORP MASS	COM	904708104	691,900	16,701	2.47	77,389	-2.61	0.0474
2015-05-14	2015-03-31	13F	UNIFIRST CORP MASS	COM	904708104	675,199	14,155	2.14	79,464	-1.02	0.0502
2015-02-06	2014-12-31	13F	UNIFIRST CORP MASS	COM	904708104	661,044	12,991	2.00	80,285	28.26	0.0527
2014-11-13	2014-09-30	13F	UNIFIRST CORP MASS	COM	904708104	648,053	-13,146	-1.99	62,596	-10.69	0.0444
2014-08-08	2014-06-30	13F	UNIFIRST CORP MASS	COM	904708104	661,199	-6,895	-1.03	70,087	-4.58	0.0487
2014-05-14	2014-03-31	13F	UNIFIRST CORP MASS	COM	904708104	668,094	-25,610	-3.69	73,449	-1.05	0.0549
2014-02-12	2013-12-31	13F	UNIFIRST CORP MASS	COM	904708104	693,704	-19,732	-2.77	74,226	-0.36	0.0578
2013-11-13	2013-09-30	13F	UNIFIRST CORP MASS	COM	904708104	713,436	-23,214	-3.15	74,496	10.82	0.0645
2013-08-15	2013-06-30	13F	UNIFIRST CORP MASS	COM	904708104	736,650	736,650		67,220		0.0633

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.