Uma Financial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,303 shares of DFSD stock, worth $62,465. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,303
Previous 1,190
9.5%
Holding current value
$62,465
Previous $55,000
10.91%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio