Dimensional Fund Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
1,115,275
+14,456
| +1% | +$243K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $20.6M | Buy |
1,100,819
+36,229
| +3% | +$677K | 0.01% | 1928 |
|
|
2024
Q4 | $20.1M | Buy |
1,064,590
+52,278
| +5% | +$987K | ﹤0.01% | 1996 |
|
|
2024
Q3 | $19.9M | Buy |
1,012,312
+45,630
| +5% | +$897K | ﹤0.01% | 2002 |
|
|
2024
Q2 | $15.5M | Buy |
966,682
+22,844
| +2% | +$365K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $15.3M | Buy |
943,838
+57,235
| +6% | +$929K | ﹤0.01% | 2122 |
|
|
2023
Q4 | $13.6M | Buy |
886,603
+44,196
| +5% | +$677K | ﹤0.01% | 2180 |
|
|
2023
Q3 | $11.8M | Buy |
842,407
+45,991
| +6% | +$645K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $12.7M | Buy |
796,416
+37,953
| +5% | +$606K | ﹤0.01% | 2147 |
|
|
2023
Q1 | $11.2M | Buy |
758,463
+67,731
| +10% | +$1M | ﹤0.01% | 2178 |
|
|
2022
Q4 | $11.1K | Buy |
690,732
+2,442
| +0.4% | +$39 | ﹤0.01% | 2155 |
|
|
2022
Q3 | $11.1M | Buy |
688,290
+4,517
| +0.7% | +$73K | ﹤0.01% | 2112 |
|
|
2022
Q2 | $12.1M | Buy |
683,773
+5,806
| +0.9% | +$103K | ﹤0.01% | 2120 |
|
|
2022
Q1 | $16.7M | Buy |
677,967
+7,872
| +1% | +$194K | 0.01% | 2065 |
|
|
2021
Q4 | $18.3M | Buy |
670,095
+22,485
| +3% | +$614K | 0.01% | 2031 |
|
|
2021
Q3 | $14.8M | Buy |
647,610
+22,225
| +4% | +$509K | ﹤0.01% | 2146 |
|
|
2021
Q2 | $13.6M | Buy |
625,385
+15,450
| +3% | +$337K | ﹤0.01% | 2218 |
|
|
2021
Q1 | $11.7M | Sell |
609,935
-9,367
| -2% | -$180K | ﹤0.01% | 2258 |
|
|
2020
Q4 | $9.17M | Buy |
619,302
+1,272
| +0.2% | +$18.8K | ﹤0.01% | 2321 |
|
|
2020
Q3 | $8.37M | Buy |
618,030
+53,051
| +9% | +$718K | ﹤0.01% | 2275 |
|
|
2020
Q2 | $7.31M | Buy |
564,979
+8,740
| +2% | +$113K | ﹤0.01% | 2330 |
|
|
2020
Q1 | $6.04M | Buy |
556,239
+38,149
| +7% | +$414K | ﹤0.01% | 2333 |
|
|
2019
Q4 | $8.15M | Buy |
518,090
+14,690
| +3% | +$231K | ﹤0.01% | 2431 |
|
|
2019
Q3 | $7.09M | Buy |
503,400
+6,794
| +1% | +$95.7K | ﹤0.01% | 2481 |
|
|
2019
Q2 | $6.16M | Buy |
496,606
+2,041
| +0.4% | +$25.3K | ﹤0.01% | 2579 |
|
|
2019
Q1 | $6.96M | Buy |
494,565
+29,759
| +6% | +$419K | ﹤0.01% | 2533 |
|
|
2018
Q4 | $5.5M | Buy |
464,806
+21,274
| +5% | +$252K | ﹤0.01% | 2579 |
|
|
2018
Q3 | $6.94M | Buy |
443,532
+2,140
| +0.5% | +$33.5K | ﹤0.01% | 2576 |
|
|
2018
Q2 | $6.78M | Buy |
441,392
+13,417
| +3% | +$206K | ﹤0.01% | 2568 |
|
|
2018
Q1 | $5.74M | Buy |
427,975
+22,980
| +6% | +$308K | ﹤0.01% | 2584 |
|
|
2017
Q4 | $6.04M | Buy |
404,995
+17,557
| +5% | +$262K | ﹤0.01% | 2556 |
|
|
2017
Q3 | $6.03M | Buy |
387,438
+22,599
| +6% | +$351K | ﹤0.01% | 2547 |
|
|
2017
Q2 | $6.22M | Buy |
364,839
+41,413
| +13% | +$706K | ﹤0.01% | 2511 |
|
|
2017
Q1 | $4.92M | Buy |
323,426
+13,914
| +4% | +$212K | ﹤0.01% | 2576 |
|
|
2016
Q4 | $4.66M | Buy |
309,512
+17,489
| +6% | +$263K | ﹤0.01% | 2567 |
|
|
2016
Q3 | $3.48M | Buy |
292,023
+25,849
| +10% | +$308K | ﹤0.01% | 2623 |
|
|
2016
Q2 | $2.99M | Buy |
266,174
+17,902
| +7% | +$201K | ﹤0.01% | 2656 |
|
|
2016
Q1 | $2.46M | Buy |
248,272
+9,870
| +4% | +$97.9K | ﹤0.01% | 2712 |
|
|
2015
Q4 | $2.41M | Buy |
238,402
+7,847
| +3% | +$79.4K | ﹤0.01% | 2743 |
|
|
2015
Q3 | $2.14M | Buy |
230,555
+28,038
| +14% | +$261K | ﹤0.01% | 2800 |
|
|
2015
Q2 | $1.99M | Buy |
202,517
+24,561
| +14% | +$241K | ﹤0.01% | 2861 |
|
|
2015
Q1 | $1.79M | Buy |
177,956
+10,328
| +6% | +$104K | ﹤0.01% | 2861 |
|
|
2014
Q4 | $1.6M | Buy |
167,628
+22,075
| +15% | +$211K | ﹤0.01% | 2896 |
|
|
2014
Q3 | $1.38M | Buy |
145,553
+11,066
| +8% | +$105K | ﹤0.01% | 2935 |
|
|
2014
Q2 | $1.35M | Buy |
134,487
+4,083
| +3% | +$41K | ﹤0.01% | 2964 |
|
|
2014
Q1 | $1.28M | Buy |
130,404
+6,100
| +5% | +$59.6K | ﹤0.01% | 2981 |
|
|
2013
Q4 | $1.17M | Buy |
124,304
+4,550
| +4% | +$42.9K | ﹤0.01% | 3002 |
|
|
2013
Q3 | $1.19M | Buy |
119,754
+2,400
| +2% | +$23.8K | ﹤0.01% | 3006 |
|
|
2013
Q2 | $1.21M | Buy |
+117,354
| New | +$1.21M | ﹤0.01% | 2970 |
|