Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Uma Financial Services, Inc. holds 11,481 shares of DFAR stock, worth $288,747. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,481
Previous 9,961
15.26%
Holding current value
$288,747
Previous $220,000
33.64%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.2 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.4 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$40.9 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.4 Million2.99% of portfolio