Uma Financial Services, Inc. Dimensional ETF Tr Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 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 726,789 shares of DFAI stock, worth $22.8 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
726,789
Previous 655,177
10.93%
Holding current value
$22.8 Million
Previous $20.8 Million
1.93%
% of portfolio
3.7%
Previous 3.79%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio