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 $20.1 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
655,177
Previous 646,709 1.31%
Holding current value
$20.1 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
528
Shares Held
166M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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