Universal Technical Institute, Inc.
US ˙ NYSE ˙ US9139151040

SecurityUTI / Universal Technical Institute, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,924,827 shares
Ownership 3.60%
Dimensional Fund Advisors Lp ownership in UTI / Universal Technical Institute, Inc.

2024-10-31 - Dimensional Fund Advisors Lp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,924,827 shares of Universal Technical Institute, Inc. (US:UTI). This represents 3.6 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 1,840,356 shares, indicating an increase of 4.59 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)
2024-10-31 2024-10-31 13G/A 1,840,356 1,924,827 4.59 3.60 -33.33
2024-02-09 2024-02-09 13G 1,840,356 5.40

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,296,989 9,153 0.71 46,826 39.14 0.0021
2026-02-12 2025-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,287,836 -3,757 -0.29 33,653 -19.95 0.0071
2025-11-12 2025-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,291,593 -9,582 -0.74 42,042 -4.67 0.0090
2025-08-12 2025-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,301,175 37,753 2.99 44,100 35.94 0.0102
2025-05-13 2025-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,263,422 -230,153 -15.41 32,442 -15.52 0.0081
2025-02-13 2024-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,493,575 -431,252 -22.40 38,401 22.70 0.0092
2024-11-07 2024-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,924,827 -79,961 -3.99 31,297 -0.75 0.0076
2024-08-09 2024-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 2,004,788 36,135 1.84 31,533 0.48 0.0082
2024-05-10 2024-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,968,653 128,297 6.97 31,380 36.19 0.0085
2024-02-07 2023-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,840,356 63,445 3.57 23,041 54.73 0.0067
2023-11-09 2023-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,776,911 79,613 4.69 14,892 26.97 0.0049
2023-08-09 2023-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,697,298 103,815 6.51 11,729 -0.26 0.0037
2023-05-12 2023-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,593,483 122,532 8.33 11,759 130,555.56 0.0040
2023-02-09 2022-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,470,951 108,760 7.98 10 -99.88 0.0029
2022-11-10 2022-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,362,191 222,349 19.51 7,411 -8.82 0.0028
2022-08-12 2022-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,139,842 186,426 19.55 8,128 -3.67 0.0029
2022-05-13 2022-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 953,416 91,584 10.63 8,438 25.19 0.0026
2022-02-09 2021-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 861,832 22,761 2.71 6,740 18.83 0.0020
2021-11-12 2021-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 839,071 -60,077 -6.68 5,672 -2.79 0.0018
2021-08-12 2021-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 899,148 54,113 6.40 5,835 18.24 0.0018
2021-05-14 2021-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 845,035 -28,024 -3.21 4,935 -12.52 0.0016
2021-03-08 2020-12-31 13F/A-2 UNIVERSAL TECHNICAL INST COM 913915104 873,059 -17,759 -1.99 5,641 24.66 0.0020
2021-02-11 2020-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 873,059 -17,759 5,641 2,037.2294
2020-11-12 2020-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 890,818 8,239 0.93 4,525 -26.22 0.0019
2020-08-13 2020-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 882,579 65,091 7.96 6,133 26.09 0.0027
2020-05-14 2020-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 817,488 37,199 4.77 4,864 -19.15 0.0025
2020-02-14 2019-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 780,289 6,500 0.84 6,016 42.93 0.0022
2019-11-12 2019-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 773,789 -4,899 -0.63 4,209 57.58 0.0016
2019-08-13 2019-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 778,688 -13,076 -1.65 2,671 -1.07 0.0010
2019-08-12 2019-03-31 13F/A-2 UNIVERSAL TECHNICAL INST COM 913915104 791,764 -2,298 -0.29 2,700 -6.83 0.0011
2019-05-10 2019-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 791,764 -2,298 2,700
2019-02-26 2018-12-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 794,062 -4,803 -0.60 2,898 36.38 0.0013
2019-02-13 2018-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 794,062 -4,803 2,898
2018-11-13 2018-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 798,865 -22,377 -2.72 2,125 -17.86 0.0008
2018-08-10 2018-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 821,242 -13,831 -1.66 2,587 5.38 0.0010
2018-05-11 2018-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 835,073 0 0.00 2,455 22.50 0.0010
2018-02-12 2017-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 835,073 -7,300 -0.87 2,004 -31.44 0.0008
2017-11-13 2017-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 842,373 28,802 3.54 2,923 0.65 0.0013
2017-08-11 2017-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 813,571 59,594 7.90 2,904 11.65 0.0013
2017-05-12 2017-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 753,977 58,486 8.41 2,601 28.51 0.0012
2017-02-09 2016-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 695,491 -56,717 -7.54 2,024 51.16 0.0010
2016-11-10 2016-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 752,208 0 0.00 1,339 -21.24 0.0007
2016-08-09 2016-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 752,208 11,429 1.54 1,700 -46.76 0.0010
2016-05-13 2016-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 740,779 35,123 4.98 3,193 -2.89 0.0019
2016-02-10 2015-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 705,656 -8,610 -1.21 3,288 31.15 0.0020
2015-11-13 2015-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 714,266 -4,037 -0.56 2,507 -59.41 0.0016
2015-08-14 2015-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 718,303 24,390 3.51 6,177 -7.28 0.0038
2015-05-14 2015-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 693,913 58,520 9.21 6,662 6.56 0.0042
2015-02-06 2014-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 635,393 -6,127 -0.96 6,252 4.23 0.0041
2014-11-13 2014-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 641,520 -1,125 -0.18 5,998 -23.12 0.0042
2014-08-08 2014-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 642,645 17,948 2.87 7,802 -3.55 0.0054
2014-05-14 2014-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 624,697 21,921 3.64 8,089 -3.53 0.0060
2014-02-12 2013-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 602,776 16,156 2.75 8,385 17.83 0.0065
2013-11-13 2013-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 586,620 2,756 0.47 7,116 17.99 0.0062
2013-08-15 2013-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 583,864 583,864 6,031 0.0057
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.