Uma Financial Services, Inc. Dimensional ETF Tr Transaction History

Uma Financial Services, Inc.

  • $550 Million
  • Q3 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 6,219 shares of DFIV stock, worth $225,811. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,219
Previous 6,219 -0.0%
Holding current value
$225,811
Previous $223,000 5.83%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
SELL
$30.86 - $34.46 $6,943 - $7,753
-225 Reduced 3.49%
6,219 $213,000
Q2 2023

Jul 05, 2023
SELL
$31.45 - $33.77 $3,176 - $3,410
-101 Reduced 1.54%
6,444 $211,000
Q4 2022

Jan 25, 2023
BUY
$25.88 - $31.1 $169,384 - $203,549
6,545 New
6,545 $0
Q2 2022

Aug 02, 2022
SELL
$28.66 - $33.84 $353,435 - $417,314
-12,332 Closed
0 $0
Q3 2021

Oct 19, 2021
BUY
$32.25 - $33.65 $397,707 - $414,971
12,332 New
12,332 $420,000

Others Institutions Holding DFIV

# of Institutions
563
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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