Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
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 11,720 shares of DFAR stock, worth $270,849. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,720
Previous 11,978
2.15%
Holding current value
$270,849
Previous $284,000
3.52%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio