Uma Financial Services, Inc. Dimensional ETF Tr Transaction History

Uma Financial Services, Inc.

  • $550 Million
  • Q3 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 655,177 shares of DFAI stock, worth $19.2 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
655,177
Previous 646,709 1.31%
Holding current value
$19.2 Million
Previous $19.2 Million 8.52%
% of portfolio
3.79%
Previous 3.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$28.69 - $32.06 $242,946 - $271,484
8,468 Added 1.31%
655,177 $20.8 Million
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
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email