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 6,219 shares of DFIV stock, worth $232,963. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,219
Previous 6,219
-0.0%
Holding current value
$232,963
Previous $228,000
2.19%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio