Uma Financial Services, Inc. Dimensional ETF Tr Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

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 407,023 shares of DFAU stock, worth $17.8 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

407,023

Previous 400,697 1.58%

Holding current value

$17.8 Million

Previous $15.4 Million 11.94%

% of portfolio

2.87%

Previous 2.74%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$34.04 - $42.36 $215,337 - $267,969	6,326 Added 1.58%	407,023 $17.2 Million
Q1 2025 Apr 28, 2025	BUY	$37.84 - $42.29 $548,869 - $613,416	14,505 Added 3.76%	400,697 $15.4 Million
Q4 2024 Feb 12, 2025	BUY	$39.27 - $42.38 $447,442 - $482,877	11,394 Added 3.04%	386,192 $15.6 Million
Q3 2024 Oct 16, 2024	SELL	$35.8 - $39.69 $137,149 - $152,052	-3,831 Reduced 1.01%	374,798 $14.9 Million
Q2 2024 Jul 17, 2024	BUY	$34.53 - $37.67 $118,541 - $129,321	3,433 Added 0.91%	378,629 $14.2 Million
Q1 2024 Apr 17, 2024	BUY	$32.59 - $36.54 $462,517 - $518,575	14,192 Added 3.93%	375,196 $13.7 Million
Q4 2023 Jan 23, 2024	BUY	$28.58 - $33.37 $417,525 - $487,502	14,609 Added 4.22%	361,004 $12 Million
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $1.27 Million - $1.37 Million	42,576 Added 14.01%	346,395 $10.4 Million
Q2 2023 Jul 05, 2023	BUY	$28.25 - $30.99 $101,022 - $110,820	3,576 Added 1.19%	303,819 $9.42 Million
Q1 2023 Apr 20, 2023	BUY	$26.87 - $29.65 $485,003 - $535,182	18,050 Added 6.4%	300,243 $8.64 Million
Q4 2022 Jan 25, 2023	BUY	$25.24 - $28.83 $1.88 Million - $2.15 Million	74,664 Added 35.98%	282,193 $0
Q3 2022 Oct 06, 2022	BUY	$25.15 - $30.14 $2.75 Million - $3.3 Million	109,353 Added 111.38%	207,529 $5.52 Million
Q2 2022 Aug 02, 2022	BUY	$25.69 - $31.79 $862,284 - $1.07 Million	33,565 Added 51.95%	98,176 $2.83 Million
Q1 2022 May 05, 2022	BUY	$29.18 - $33.24 $1.89 Million - $2.15 Million	64,611 New	64,611 $1.94 Million

Others Institutions Holding DFAU

# of Institutions

528

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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 Transaction History