Uma Financial Services, Inc. Dimensional ETF Tr Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

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 744,985 shares of DFAI stock, worth $25.6 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares

744,985

Previous 747,931 0.39%

Holding current value

$25.6 Million

Previous $23.4 Million 10.26%

% of portfolio

4.29%

Previous 4.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$28.02 - $34.71 $82,546 - $102,255	-2,946 Reduced 0.39%	744,985 $25.8 Million
Q1 2025 Apr 28, 2025	BUY	$28.88 - $32.4 $610,580 - $685,000	21,142 Added 2.91%	747,931 $23.4 Million
Q4 2024 Feb 12, 2025	BUY	$29.0 - $31.6 $2.08 Million - $2.26 Million	71,612 Added 10.93%	726,789 $21.2 Million
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

664

Shares Held

241M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Uma Financial Services, Inc. Dimensional ETF Tr Transaction History