Uma Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History
Uma Financial Services, Inc.
- $487 Million
- Q1 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 80,416 shares of DFAS stock, worth $4.81 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
80,416
Previous 78,488
2.46%
Holding current value
$4.81 Million
Previous $4.68 Million
7.14%
% of portfolio
1.03%
Previous 1.06%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio