Number of Shares
257,668.00
Current Holdings Value*
$24.37 Mil
% of Portfolio
0.18%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
10.02%

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 $111.82, U.S. SMALL CAP VALUE PORTFOLIO's estimated gain on his UMBF holdings is $2.73 Mil, reflecting a 10.02% gain to date.

U.S. SMALL CAP VALUE PORTFOLIO UMBF ($111.82) Holding Chart

U.S. SMALL CAP VALUE PORTFOLIO UMBF ($111.82) 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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