Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Uma Financial Services, Inc. holds 25,643 shares of DFSV stock, worth $723,901. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,643
Previous 22,391
14.52%
Holding current value
$723,901
Previous $689,000
14.51%
% of portfolio
0.14%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$227 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$118 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio