Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

220

Shares Held

35.5M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$67.4 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$50.2 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$44 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$37.2 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$30.3 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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