Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
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 2,720 shares of DFIC stock, worth $74,392. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,720Holding current value
$74,392% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
426Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.3 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$806 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$704 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$437 Million8.32% of portfolio
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Evensky & Katz LLC6.13MShares$168 Million10.37% of portfolio