Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 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 9,961 shares of DFAR stock, worth $232,788. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,961
Previous 10,251
2.83%
Holding current value
$232,788
Previous $229,000
3.93%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
195Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$46.6 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$42.3 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$42.3 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$40.7 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31 Million2.99% of portfolio