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 646,709 shares of DFAI stock, worth $20.3 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

646,709

Previous 620,074 4.3%

Holding current value

$20.3 Million

Previous $18.7 Million 2.4%

% of portfolio

3.74%

Previous 3.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$28.93 - $30.91 $770,550 - $823,287	26,635 Added 4.3%	646,709 $19.2 Million
Q1 2024 Apr 17, 2024	BUY	$27.74 - $30.27 $534,799 - $583,575	19,279 Added 3.21%	620,074 $18.7 Million
Q4 2023 Jan 23, 2024	BUY	$24.88 - $28.69 $1.02 Million - $1.18 Million	41,020 Added 7.33%	600,795 $17.2 Million
Q3 2023 Oct 10, 2023	BUY	$26.0 - $28.17 $492,570 - $533,680	18,945 Added 3.5%	559,775 $14.6 Million
Q2 2023 Jul 05, 2023	SELL	$26.46 - $28.05 $79,856 - $84,654	-3,018 Reduced 0.55%	540,830 $14.8 Million
Q1 2023 Apr 20, 2023	BUY	$25.21 - $27.45 $394,057 - $429,070	15,631 Added 2.96%	543,848 $14.7 Million
Q4 2022 Jan 25, 2023	BUY	$21.47 - $25.85 $2.21 Million - $2.67 Million	103,145 Added 24.27%	528,217 $0
Q3 2022 Oct 06, 2022	BUY	$21.44 - $25.78 $2.55 Million - $3.06 Million	118,796 Added 38.79%	425,072 $9.63 Million
Q2 2022 Aug 02, 2022	BUY	$23.87 - $28.49 $924,174 - $1.1 Million	38,717 Added 14.47%	306,276 $7.77 Million
Q1 2022 May 05, 2022	BUY	$25.94 - $30.08 $6.94 Million - $8.05 Million	267,559 New	267,559 $7.21 Million

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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 Transaction History