Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Uma Financial Services, Inc. holds 778 shares of DFIC stock, worth $25,549. This represents 0.0% of its overall portfolio holdings.
Number of Shares
778
Previous 2,720
71.4%
Holding current value
$25,549
Previous $75,000
68.0%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio