Uma Financial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 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 1,766 shares of DFSD stock, worth $85,121. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,766
Previous 1,687
4.68%
Holding current value
$85,121
Previous $80,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio