Uma Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History

Uma Financial Services, Inc.

  • $487 Million
  • Q1 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 23,100 shares of DFSV stock, worth $661,122. This represents 0.14% of its overall portfolio holdings.

Number of Shares
23,100
Previous 22,805 1.29%
Holding current value
$661,122
Previous $664,000 4.67%
% of portfolio
0.14%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$27.45 - $30.1 $8,097 - $8,879
295 Added 1.29%
23,100 $695,000
Q4 2023

Jan 23, 2024
BUY
$23.61 - $29.53 $20,446 - $25,572
866 Added 3.95%
22,805 $664,000
Q3 2023

Oct 10, 2023
BUY
$24.97 - $27.69 $28,365 - $31,455
1,136 Added 5.46%
21,939 $555,000
Q2 2023

Jul 05, 2023
BUY
$23.17 - $25.7 $231 - $257
10 Added 0.05%
20,803 $534,000
Q1 2023

Apr 20, 2023
BUY
$23.74 - $28.31 $9,899 - $11,805
417 Added 2.05%
20,793 $518,000
Q4 2022

Jan 25, 2023
BUY
$24.29 - $26.46 $186,935 - $203,636
7,696 Added 60.69%
20,376 $0
Q3 2022

Oct 06, 2022
BUY
$22.08 - $26.17 $279,974 - $331,835
12,680 New
12,680 $296,000

Others Institutions Holding DFSV

# of Institutions
298
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email