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 $5.14 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
78,553
Previous 82,895 5.24%
Holding current value
$5.14 Million
Previous $4.98 Million 2.29%
% of portfolio
0.93%
Previous 0.97%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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