Dimensional Fund Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288M | Buy |
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|
2025
Q1 | $273M | Buy |
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|
2024
Q4 | $171M | Sell |
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|
2024
Q3 | $168M | Sell |
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|
2024
Q2 | $141M | Buy |
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|
2024
Q1 | $138M | Buy |
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|
2023
Q4 | $129M | Buy |
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|
2023
Q3 | $85.8M | Buy |
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|
2023
Q2 | $75M | Buy |
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|
2023
Q1 | $65.5M | Buy |
|
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|
2022
Q4 | $92.6K | Buy |
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|
2022
Q3 | $91.4M | Buy |
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|
2022
Q2 | $92.5M | Buy |
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|
2022
Q1 | $103M | Buy |
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|
2021
Q4 | $112M | Sell |
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|
2021
Q3 | $107M | Sell |
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|
2021
Q2 | $103M | Sell |
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|
2021
Q1 | $104M | Sell |
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|
2020
Q4 | $84.4M | Sell |
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|
2020
Q3 | $61.1M | Buy |
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|
2020
Q2 | $63.9M | Buy |
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|
2020
Q1 | $56.9M | Buy |
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|
2019
Q4 | $84.1M | Sell |
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|
2019
Q3 | $80.9M | Sell |
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|
2019
Q2 | $82.8M | Buy |
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|
2019
Q1 | $80.4M | Buy |
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|
2018
Q4 | $76.6M | Buy |
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|
2018
Q3 | $85.6M | Buy |
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|
2018
Q2 | $90.8M | Buy |
|
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|
2018
Q1 | $85.8M | Buy |
|
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|
2017
Q4 | $82.9M | Buy |
|
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|
2017
Q3 | $82M | Sell |
|
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|
2017
Q2 | $84.2M | Sell |
|
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|
2017
Q1 | $96.7M | Sell |
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|
2016
Q4 | $109M | Sell |
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|
2016
Q3 | $84.7M | Buy |
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|
2016
Q2 | $74.8M | Sell |
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|
2016
Q1 | $74.1M | Buy |
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|
2015
Q4 | $63.5M | Buy |
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|
2015
Q3 | $66.1M | Buy |
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|
2015
Q2 | $64.8M | Buy |
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|
2015
Q1 | $57.8M | Buy |
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|
2014
Q4 | $54.7M | Buy |
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|
2014
Q3 | $46M | Buy |
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|
2014
Q2 | $48.2M | Buy |
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|
2014
Q1 | $44.4M | Buy |
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|
2013
Q4 | $42.7M | Buy |
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|
2013
Q3 | $34.7M | Buy |
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|
2013
Q2 | $34.2M | Buy |
|