Uma Financial Services, Inc. Dimensional ETF Tr Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 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 92,738 shares of DFAX stock, worth $2.39 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
92,738
Previous 88,996
4.2%
Holding current value
$2.39 Million
Previous $2.26 Million
4.11%
% of portfolio
0.46%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
478Shares Held
213MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$297 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio