Dimensional Fund Advisors’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,475
| Closed | -$188K | – | 3385 |
|
|
2024
Q4 | $188K | Buy |
38,475
+8,175
| +27% | +$40K | ﹤0.01% | 3173 |
|
|
2024
Q3 | $103K | Buy |
30,300
+7,194
| +31% | +$24.5K | ﹤0.01% | 3236 |
|
|
2024
Q2 | $52K | Sell |
23,106
-14,016
| -38% | -$31.5K | ﹤0.01% | 3313 |
|
|
2024
Q1 | $61.3K | Sell |
37,122
-91
| -0.2% | -$150 | ﹤0.01% | 3318 |
|
|
2023
Q4 | $76.3K | Sell |
37,213
-11,849
| -24% | -$24.3K | ﹤0.01% | 3304 |
|
|
2023
Q3 | $98.1K | Sell |
49,062
-97,088
| -66% | -$194K | ﹤0.01% | 3315 |
|
|
2023
Q2 | $435K | Sell |
146,150
-91,957
| -39% | -$274K | ﹤0.01% | 3093 |
|
|
2023
Q1 | $829K | Sell |
238,107
-1,995
| -0.8% | -$6.94K | ﹤0.01% | 2940 |
|
|
2022
Q4 | $1.3K | Sell |
240,102
-15,413
| -6% | -$83 | ﹤0.01% | 2837 |
|
|
2022
Q3 | $1.68M | Sell |
255,515
-56,453
| -18% | -$371K | ﹤0.01% | 2764 |
|
|
2022
Q2 | $1.84M | Sell |
311,968
-14,505
| -4% | -$85.5K | ﹤0.01% | 2767 |
|
|
2022
Q1 | $2.86M | Sell |
326,473
-8,597
| -3% | -$75.2K | ﹤0.01% | 2722 |
|
|
2021
Q4 | $3.11M | Sell |
335,070
-5,770
| -2% | -$53.5K | ﹤0.01% | 2719 |
|
|
2021
Q3 | $3.18M | Sell |
340,840
-15,282
| -4% | -$143K | ﹤0.01% | 2715 |
|
|
2021
Q2 | $4.52M | Sell |
356,122
-10,600
| -3% | -$135K | ﹤0.01% | 2642 |
|
|
2021
Q1 | $4.28M | Buy |
366,722
+103,352
| +39% | +$1.21M | ﹤0.01% | 2632 |
|
|
2020
Q4 | $3.7M | Buy |
+263,370
| New | +$3.7M | ﹤0.01% | 2631 |
|