U.S. SMALL CAP VALUE PORTFOLIO UMBF Holdings History
U.S. SMALL CAP VALUE PORTFOLIO's UMB Financial Corp Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 257,668.00 shares of UMB Financial Corp(UMBF), totaling $24.37 Mil. This investment constitutes 0.18% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.34% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2023Q4. And since then U.S. SMALL CAP VALUE PORTFOLIO has made 3 purchases of UMBF, at an average price of $99.89, for a total of 272,759.00 shares. In addition, there have been 1 sales at an average price of $77.01 for 15,091.00 shares. Based on historical transaction data and UMBF's current price of $111.95, U.S. SMALL CAP VALUE PORTFOLIO's estimated gain on his UMBF holdings is $2.76 Mil, reflecting a 10.14% gain to date.
U.S. SMALL CAP VALUE PORTFOLIO UMBF ($111.95) Holding Chart
U.S. SMALL CAP VALUE PORTFOLIO UMBF ($111.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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