Uma Financial Services, Inc. Dimensional ETF Tr Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 469,193 shares of DFAE stock, worth $12.2 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
469,193
Previous 454,567
3.22%
Holding current value
$12.2 Million
Previous $11.2 Million
8.03%
% of portfolio
2.36%
Previous 2.31%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
430Shares Held
121MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$133 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.8 Million0.26% of portfolio