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DIMENSIONAL FUND ADVISORS LP: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on UMBF, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 3,030,849 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,030,849 shares
    Change vs previous 13F +120,917 shares

    0.08% of the 13F portfolio, value $432,681,984.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,909,932 shares
    Change vs previous 13F +55,005 shares

    0.07% of the 13F portfolio, value $328,200,076.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,854,927 shares
    Change vs previous 13F +22,100 shares

    0.07% of the 13F portfolio, value $328,439,228.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,832,827 shares
    Change vs previous 13F +94,451 shares

    0.07% of the 13F portfolio, value $335,264,183.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,738,376 shares
    Change vs previous 13F +37,698 shares

    0.07% of the 13F portfolio, value $287,975,967.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,700,678 shares
    Change vs previous 13F +1,185,671 shares

    0.07% of the 13F portfolio, value $273,028,756.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,515,007 shares
    Change vs previous 13F -79,416 shares

    0.04% of the 13F portfolio, value $170,985,820.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,594,423 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $167,586,237.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).