Uma Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Uma Financial Services, Inc. holds 151,821 shares of DFAC stock, worth $5.46 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

151,821

Previous 156,675 3.1%

Holding current value

$5.46 Million

Previous $5.37 Million 2.22%

% of portfolio

0.92%

Previous 0.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$33.92 - $36.6 $164,647 - $177,656	-4,854 Reduced 3.1%	151,821 $5.25 Million
Q3 2024 Oct 16, 2024	SELL	$31.05 - $34.29 $1.01 Million - $1.12 Million	-32,568 Reduced 17.21%	156,675 $5.37 Million
Q2 2024 Jul 17, 2024	SELL	$30.09 - $32.37 $47,241 - $50,820	-1,570 Reduced 0.82%	189,243 $6.1 Million
Q1 2024 Apr 17, 2024	SELL	$28.62 - $31.95 $2,804 - $3,131	-98 Reduced 0.05%	190,813 $6.1 Million
Q4 2023 Jan 23, 2024	SELL	$24.91 - $29.38 $22,991 - $27,117	-923 Reduced 0.48%	190,911 $5.58 Million
Q3 2023 Oct 10, 2023	SELL	$26.05 - $28.22 $5,835 - $6,321	-224 Reduced 0.12%	191,834 $5.03 Million
Q2 2023 Jul 05, 2023	BUY	$24.86 - $27.15 $7,234 - $7,900	291 Added 0.15%	192,058 $5.21 Million
Q1 2023 Apr 20, 2023	BUY	$24.18 - $26.58 $6,407 - $7,043	265 Added 0.14%	191,767 $4.89 Million
Q4 2022 Jan 25, 2023	BUY	$22.49 - $25.81 $409,093 - $469,483	18,190 Added 10.5%	191,502 $0
Q3 2022 Oct 06, 2022	BUY	$22.24 - $26.54 $7,472 - $8,917	336 Added 0.19%	173,312 $4.09 Million
Q2 2022 Aug 02, 2022	SELL	$22.75 - $27.77 $2,593 - $3,165	-114 Reduced 0.07%	172,976 $4.39 Million
Q1 2022 May 05, 2022	BUY	$25.76 - $29.21 $40,494 - $45,918	1,572 Added 0.92%	173,090 $4.59 Million
Q4 2021 Jan 11, 2022	SELL	$26.63 - $29.09 $247,179 - $270,013	-9,282 Reduced 5.13%	171,518 $4.91 Million
Q3 2021 Oct 19, 2021	BUY	$26.06 - $27.9 $32,366 - $34,651	1,242 Added 0.69%	180,800 $4.99 Million
Q2 2021 Jul 23, 2021	BUY	$25.92 - $26.98 $4.65 Million - $4.84 Million	179,558 New	179,558 $4.81 Million

Others Institutions Holding DFAC

# of Institutions

1,046

Shares Held

796M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Account

Uma Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History