Uma Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Uma Financial Services, Inc. holds 78,553 shares of DFAS stock, worth $5.32 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

78,553

Previous 82,895 5.24%

Holding current value

$5.32 Million

Previous $4.98 Million 2.29%

% of portfolio

0.93%

Previous 0.97%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$59.25 - $65.33 $257,263 - $283,662	-4,342 Reduced 5.24%	78,553 $5.09 Million
Q2 2024 Jul 17, 2024	BUY	$57.42 - $62.37 $142,344 - $154,615	2,479 Added 3.08%	82,895 $4.98 Million
Q1 2024 Apr 17, 2024	BUY	$56.66 - $62.34 $109,240 - $120,191	1,928 Added 2.46%	80,416 $5.01 Million
Q4 2023 Jan 23, 2024	BUY	$48.83 - $60.51 $67,385 - $83,503	1,380 Added 1.79%	78,488 $4.68 Million
Q3 2023 Oct 10, 2023	BUY	$51.84 - $57.67 $35,717 - $39,734	689 Added 0.9%	77,108 $4.05 Million
Q2 2023 Jul 05, 2023	SELL	$49.85 - $54.8 $193,717 - $212,952	-3,886 Reduced 4.84%	76,419 $4.19 Million
Q1 2023 Apr 20, 2023	BUY	$50.35 - $57.8 $190,977 - $219,235	3,793 Added 4.96%	80,305 $4.23 Million
Q4 2022 Jan 25, 2023	BUY	$47.77 - $54.73 $406,666 - $465,916	8,513 Added 12.52%	76,512 $0
Q3 2022 Oct 06, 2022	BUY	$46.47 - $55.84 $743,287 - $893,160	15,995 Added 30.76%	67,999 $3.37 Million
Q2 2022 Aug 02, 2022	BUY	$46.65 - $56.4 $1.01 Million - $1.23 Million	21,720 Added 71.72%	52,004 $2.77 Million
Q1 2022 May 05, 2022	BUY	$53.45 - $60.82 $1.62 Million - $1.84 Million	30,284 New	30,284 $1.64 Million

Others Institutions Holding DFAS

# of Institutions

724

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Account

Uma Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History