Dimensional Fund Advisors’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
773,495
+45,687
| +6% | +$1.04M | ﹤0.01% | 2030 |
|
|
2025
Q1 | $16.1M | Sell |
727,808
-6,327
| -0.9% | -$140K | ﹤0.01% | 2043 |
|
|
2024
Q4 | $17.5M | Buy |
734,135
+1,058
| +0.1% | +$25.1K | ﹤0.01% | 2050 |
|
|
2024
Q3 | $14.7M | Buy |
733,077
+16,876
| +2% | +$339K | ﹤0.01% | 2130 |
|
|
2024
Q2 | $11.6M | Buy |
716,201
+33,280
| +5% | +$539K | ﹤0.01% | 2199 |
|
|
2024
Q1 | $11.5M | Buy |
682,921
+55,812
| +9% | +$936K | ﹤0.01% | 2254 |
|
|
2023
Q4 | $13.8M | Buy |
627,109
+46,477
| +8% | +$1.02M | ﹤0.01% | 2166 |
|
|
2023
Q3 | $10.6M | Sell |
580,632
-80,868
| -12% | -$1.48M | ﹤0.01% | 2214 |
|
|
2023
Q2 | $11.7M | Sell |
661,500
-131,029
| -17% | -$2.32M | ﹤0.01% | 2183 |
|
|
2023
Q1 | $17.3M | Buy |
792,529
+29,716
| +4% | +$650K | 0.01% | 1981 |
|
|
2022
Q4 | $25.1K | Sell |
762,813
-5,290
| -0.7% | -$174 | 0.01% | 1747 |
|
|
2022
Q3 | $23M | Buy |
768,103
+23,079
| +3% | +$691K | 0.01% | 1740 |
|
|
2022
Q2 | $23.7M | Buy |
745,024
+22,351
| +3% | +$710K | 0.01% | 1766 |
|
|
2022
Q1 | $25.3M | Buy |
722,673
+21,712
| +3% | +$761K | 0.01% | 1843 |
|
|
2021
Q4 | $26.1M | Sell |
700,961
-17,153
| -2% | -$639K | 0.01% | 1846 |
|
|
2021
Q3 | $27.1M | Buy |
718,114
+182,149
| +34% | +$6.88M | 0.01% | 1842 |
|
|
2021
Q2 | $17.1M | Buy |
535,965
+26,142
| +5% | +$834K | 0.01% | 2113 |
|
|
2021
Q1 | $20M | Sell |
509,823
-2,420
| -0.5% | -$95.2K | 0.01% | 2034 |
|
|
2020
Q4 | $17.6M | Buy |
512,243
+286
| +0.1% | +$9.82K | 0.01% | 2043 |
|
|
2020
Q3 | $14.8M | Buy |
511,957
+6,989
| +1% | +$202K | 0.01% | 2010 |
|
|
2020
Q2 | $16.8M | Buy |
504,968
+2,300
| +0.5% | +$76.7K | 0.01% | 1955 |
|
|
2020
Q1 | $15.1M | Buy |
502,668
+2,411
| +0.5% | +$72.3K | 0.01% | 1901 |
|
|
2019
Q4 | $22.5M | Sell |
500,257
-4,371
| -0.9% | -$197K | 0.01% | 1974 |
|
|
2019
Q3 | $20.9M | Buy |
504,628
+6,963
| +1% | +$289K | 0.01% | 1982 |
|
|
2019
Q2 | $20.4M | Buy |
497,665
+22,491
| +5% | +$923K | 0.01% | 2029 |
|
|
2019
Q1 | $19.3M | Buy |
475,174
+37,692
| +9% | +$1.53M | 0.01% | 2075 |
|
|
2018
Q4 | $18M | Buy |
437,482
+31,174
| +8% | +$1.29M | 0.01% | 2031 |
|
|
2018
Q3 | $17M | Buy |
406,308
+24,660
| +6% | +$1.03M | 0.01% | 2194 |
|
|
2018
Q2 | $15.4M | Buy |
381,648
+54,798
| +17% | +$2.22M | 0.01% | 2234 |
|
|
2018
Q1 | $11.3M | Buy |
326,850
+52,976
| +19% | +$1.83M | ﹤0.01% | 2325 |
|
|
2017
Q4 | $9.31M | Buy |
273,874
+50,212
| +22% | +$1.71M | ﹤0.01% | 2403 |
|
|
2017
Q3 | $7.66M | Buy |
223,662
+60,922
| +37% | +$2.09M | ﹤0.01% | 2469 |
|
|
2017
Q2 | $5.01M | Buy |
162,740
+31,174
| +24% | +$960K | ﹤0.01% | 2582 |
|
|
2017
Q1 | $4.23M | Buy |
131,566
+6,460
| +5% | +$208K | ﹤0.01% | 2630 |
|
|
2016
Q4 | $4.36M | Buy |
125,106
+18,416
| +17% | +$642K | ﹤0.01% | 2587 |
|
|
2016
Q3 | $2.65M | Buy |
106,690
+3,182
| +3% | +$79.1K | ﹤0.01% | 2704 |
|
|
2016
Q2 | $2.5M | Buy |
103,508
+11,398
| +12% | +$276K | ﹤0.01% | 2711 |
|
|
2016
Q1 | $2.27M | Buy |
92,110
+14,812
| +19% | +$365K | ﹤0.01% | 2734 |
|
|
2015
Q4 | $2.06M | Buy |
77,298
+19,424
| +34% | +$519K | ﹤0.01% | 2798 |
|
|
2015
Q3 | $1.39M | Buy |
57,874
+12,018
| +26% | +$288K | ﹤0.01% | 2919 |
|
|
2015
Q2 | $1.17M | Buy |
45,856
+12,058
| +36% | +$307K | ﹤0.01% | 2990 |
|
|
2015
Q1 | $860K | Buy |
33,798
+1,914
| +6% | +$48.7K | ﹤0.01% | 3017 |
|
|
2014
Q4 | $838K | Sell |
31,884
-7,886
| -20% | -$207K | ﹤0.01% | 3043 |
|
|
2014
Q3 | $913K | Hold |
39,770
| – | – | ﹤0.01% | 3032 |
|
|
2014
Q2 | $907K | Sell |
39,770
-26,230
| -40% | -$598K | ﹤0.01% | 3061 |
|
|
2014
Q1 | $1.49M | Buy |
+66,000
| New | +$1.49M | ﹤0.01% | 2931 |
|