Dimensional Fund Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288M | Buy |
2,738,376
+37,698
| +1% | +$3.96M | 0.07% | 319 |
|
|
2025
Q1 | $273M | Buy |
2,700,678
+1,185,671
| +78% | +$120M | 0.07% | 308 |
|
|
2024
Q4 | $171M | Sell |
1,515,007
-79,416
| -5% | -$8.96M | 0.04% | 586 |
|
|
2024
Q3 | $168M | Sell |
1,594,423
-95,472
| -6% | -$10M | 0.04% | 611 |
|
|
2024
Q2 | $141M | Buy |
1,689,895
+100,000
| +6% | +$8.34M | 0.04% | 673 |
|
|
2024
Q1 | $138M | Buy |
1,589,895
+45,887
| +3% | +$3.99M | 0.04% | 695 |
|
|
2023
Q4 | $129M | Buy |
1,544,008
+161,558
| +12% | +$13.5M | 0.04% | 691 |
|
|
2023
Q3 | $85.8M | Buy |
1,382,450
+150,540
| +12% | +$9.34M | 0.03% | 939 |
|
|
2023
Q2 | $75M | Buy |
1,231,910
+97,521
| +9% | +$5.94M | 0.02% | 1046 |
|
|
2023
Q1 | $65.5M | Buy |
1,134,389
+25,714
| +2% | +$1.48M | 0.02% | 1121 |
|
|
2022
Q4 | $92.6K | Buy |
1,108,675
+24,018
| +2% | +$2.01K | 0.03% | 830 |
|
|
2022
Q3 | $91.4M | Buy |
1,084,657
+10,651
| +1% | +$898K | 0.04% | 764 |
|
|
2022
Q2 | $92.5M | Buy |
1,074,006
+11,687
| +1% | +$1.01M | 0.03% | 792 |
|
|
2022
Q1 | $103M | Buy |
1,062,319
+11,391
| +1% | +$1.11M | 0.03% | 831 |
|
|
2021
Q4 | $112M | Sell |
1,050,928
-54,186
| -5% | -$5.75M | 0.03% | 791 |
|
|
2021
Q3 | $107M | Sell |
1,105,114
-816
| -0.1% | -$78.9K | 0.03% | 773 |
|
|
2021
Q2 | $103M | Sell |
1,105,930
-25,711
| -2% | -$2.39M | 0.03% | 829 |
|
|
2021
Q1 | $104M | Sell |
1,131,641
-91,293
| -7% | -$8.43M | 0.03% | 799 |
|
|
2020
Q4 | $84.4M | Sell |
1,222,934
-23,880
| -2% | -$1.65M | 0.03% | 914 |
|
|
2020
Q3 | $61.1M | Buy |
1,246,814
+7,958
| +0.6% | +$390K | 0.03% | 1012 |
|
|
2020
Q2 | $63.9M | Buy |
1,238,856
+12,928
| +1% | +$666K | 0.03% | 963 |
|
|
2020
Q1 | $56.9M | Buy |
1,225,928
+971
| +0.1% | +$45K | 0.03% | 905 |
|
|
2019
Q4 | $84.1M | Sell |
1,224,957
-27,620
| -2% | -$1.9M | 0.03% | 879 |
|
|
2019
Q3 | $80.9M | Sell |
1,252,577
-5,131
| -0.4% | -$331K | 0.03% | 881 |
|
|
2019
Q2 | $82.8M | Buy |
1,257,708
+1,798
| +0.1% | +$118K | 0.03% | 882 |
|
|
2019
Q1 | $80.4M | Buy |
1,255,910
+347
| +0% | +$22.2K | 0.03% | 875 |
|
|
2018
Q4 | $76.6M | Buy |
1,255,563
+48,221
| +4% | +$2.94M | 0.03% | 796 |
|
|
2018
Q3 | $85.6M | Buy |
1,207,342
+16,029
| +1% | +$1.14M | 0.03% | 851 |
|
|
2018
Q2 | $90.8M | Buy |
1,191,313
+5,512
| +0.5% | +$420K | 0.04% | 734 |
|
|
2018
Q1 | $85.8M | Buy |
1,185,801
+32,859
| +3% | +$2.38M | 0.04% | 741 |
|
|
2017
Q4 | $82.9M | Buy |
1,152,942
+51,879
| +5% | +$3.73M | 0.03% | 763 |
|
|
2017
Q3 | $82M | Sell |
1,101,063
-23,885
| -2% | -$1.78M | 0.04% | 743 |
|
|
2017
Q2 | $84.2M | Sell |
1,124,948
-159,721
| -12% | -$12M | 0.04% | 667 |
|
|
2017
Q1 | $96.7M | Sell |
1,284,669
-130,014
| -9% | -$9.79M | 0.05% | 546 |
|
|
2016
Q4 | $109M | Sell |
1,414,683
-9,550
| -0.7% | -$737K | 0.05% | 450 |
|
|
2016
Q3 | $84.7M | Buy |
1,424,233
+19,316
| +1% | +$1.15M | 0.05% | 546 |
|
|
2016
Q2 | $74.8M | Sell |
1,404,917
-30,149
| -2% | -$1.6M | 0.04% | 581 |
|
|
2016
Q1 | $74.1M | Buy |
1,435,066
+70,824
| +5% | +$3.66M | 0.04% | 566 |
|
|
2015
Q4 | $63.5M | Buy |
1,364,242
+64,130
| +5% | +$2.99M | 0.04% | 644 |
|
|
2015
Q3 | $66.1M | Buy |
1,300,112
+163,532
| +14% | +$8.31M | 0.04% | 567 |
|
|
2015
Q2 | $64.8M | Buy |
1,136,580
+42,960
| +4% | +$2.45M | 0.04% | 638 |
|
|
2015
Q1 | $57.8M | Buy |
1,093,620
+132,373
| +14% | +$7M | 0.04% | 699 |
|
|
2014
Q4 | $54.7M | Buy |
961,247
+118,197
| +14% | +$6.72M | 0.04% | 688 |
|
|
2014
Q3 | $46M | Buy |
843,050
+82,719
| +11% | +$4.51M | 0.03% | 755 |
|
|
2014
Q2 | $48.2M | Buy |
760,331
+73,783
| +11% | +$4.68M | 0.03% | 741 |
|
|
2014
Q1 | $44.4M | Buy |
686,548
+21,587
| +3% | +$1.4M | 0.03% | 741 |
|
|
2013
Q4 | $42.7M | Buy |
664,961
+26,006
| +4% | +$1.67M | 0.03% | 737 |
|
|
2013
Q3 | $34.7M | Buy |
638,955
+24,436
| +4% | +$1.33M | 0.03% | 813 |
|
|
2013
Q2 | $34.2M | Buy |
+614,519
| New | +$34.2M | 0.03% | 744 |
|