Uma Financial Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Uma Financial Services, Inc. holds 10,676 shares of DFNM stock, worth $516,504. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,676
Previous 10,676
-0.0%
Holding current value
$516,504
Previous $513,000
0.78%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio