Uma Financial Services, Inc. Dimensional ETF Tr Transaction History
Uma Financial Services, Inc.
- $487 Million
- Q1 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 375,196 shares of DFAU stock, worth $14.3 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
375,196
Previous 361,004
3.93%
Holding current value
$14.3 Million
Previous $12 Million
14.21%
% of portfolio
2.81%
Previous 2.71%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.4MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio