Uma Financial Services, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Uma Financial Services, Inc. holds 8,834 shares of DFCF stock, worth $364,225. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,834
Previous 8,603
2.69%
Holding current value
$364,225
Previous $357,000
6.72%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.8 Million12.12% of portfolio