Uma Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 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 189,243 shares of DFAC stock, worth $6.49 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
189,243
Previous 190,813
0.82%
Holding current value
$6.49 Million
Previous $6.1 Million
0.08%
% of portfolio
1.19%
Previous 1.25%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio