U.S. SMALL CAP PORTFOLIO UMBF Holdings History
U.S. SMALL CAP PORTFOLIO's UMB Financial Corp Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 438,115.00 shares of UMB Financial Corp(UMBF), totaling $41.43 Mil. This investment constitutes 0.29% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.58% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2019Q4. And since then U.S. SMALL CAP PORTFOLIO has made 1 purchases of UMBF, at an average price of $71.13, for a total of 628,779.00 shares. In addition, there have been 12 sales at an average price of $79.77 for 190,664.00 shares. Based on historical transaction data and UMBF's current price of $109.73, U.S. SMALL CAP PORTFOLIO's estimated gain on his UMBF holdings is $18.56 Mil, reflecting a 41.49% gain to date.
U.S. SMALL CAP PORTFOLIO UMBF ($109.73) Holding Chart
U.S. SMALL CAP PORTFOLIO UMBF ($109.73) 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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