Dimensional Fund Advisors’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,475
| Closed | -$188K | – | 3385 |
|
|
2024
Q4 | $188K | Buy |
38,475
+8,175
| +27% | +$35.6K | ﹤0.01% | 3173 |
|
|
2024
Q3 | $103K | Buy |
30,300
+7,194
| +31% | +$20.5K | ﹤0.01% | 3236 |
|
|
2024
Q2 | $52K | Sell |
23,106
-14,016
| -38% | -$32K | ﹤0.01% | 3313 |
|
|
2024
Q1 | $61.3K | Sell |
37,122
-91
| -0.2% | -$175 | ﹤0.01% | 3318 |
|
|
2023
Q4 | $76.3K | Sell |
37,213
-11,849
| -24% | -$30.7K | ﹤0.01% | 3304 |
|
|
2023
Q3 | $98.1K | Sell |
49,062
-97,088
| -66% | -$238K | ﹤0.01% | 3315 |
|
|
2023
Q2 | $435K | Sell |
146,150
-91,957
| -39% | -$279K | ﹤0.01% | 3093 |
|
|
2023
Q1 | $829K | Sell |
238,107
-1,995
| -0.8% | -$8.08K | ﹤0.01% | 2940 |
|
|
2022
Q4 | $1.3K | Sell |
240,102
-15,413
| -6% | -$98.4K | ﹤0.01% | 2837 |
|
|
2022
Q3 | $1.68M | Sell |
255,515
-56,453
| -18% | -$347K | ﹤0.01% | 2764 |
|
|
2022
Q2 | $1.84M | Sell |
311,968
-14,505
| -4% | -$102K | ﹤0.01% | 2767 |
|
|
2022
Q1 | $2.86M | Sell |
326,473
-8,597
| -3% | -$79.7K | ﹤0.01% | 2722 |
|
|
2021
Q4 | $3.11M | Sell |
335,070
-5,770
| -2% | -$57.5K | ﹤0.01% | 2719 |
|
|
2021
Q3 | $3.18M | Sell |
340,840
-15,282
| -4% | -$156K | ﹤0.01% | 2715 |
|
|
2021
Q2 | $4.52M | Sell |
356,122
-10,600
| -3% | -$123K | ﹤0.01% | 2642 |
|
|
2021
Q1 | $4.28M | Buy |
366,722
+103,352
| +39% | +$1.4M | ﹤0.01% | 2632 |
|
|
2020
Q4 | $3.7M | Buy |
+263,370
| New | +$2.98M | ﹤0.01% | 2631 |
|
Dimensional Fund Advisors's BMTX Position: Q1 2025 in Review
Dimensional Fund Advisors sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 38,475 shares — an estimated $188K sold.
Dimensional Fund Advisors first reported a position in BMTX in Q4 2020 and held it in 17 quarters. The position peaked at $4.52M in Q2 2021. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.
- Dimensional Fund Advisors reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
- Dimensional Fund Advisors sold 38,475 BM Technologies, Inc. shares in Q1 2025, an estimated $188K.
- Dimensional Fund Advisors first reported a position in BM Technologies, Inc. in Q4 2020 and held it in 17 quarters.
- Dimensional Fund Advisors's BM Technologies, Inc. position peaked at $4.52M in Q2 2021.
- 0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.
Based on Dimensional Fund Advisors's 13F filing for Q1 2025, filed 13 May 2025.