Uma Financial Services, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 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 $516,398. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,676
Previous 10,676
-0.0%
Holding current value
$516,398
Previous $509,000
1.77%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.7 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.3 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio