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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$30.18 - $33.87 $98,145 - $110,145
3,252 Added 14.52%
25,643 $789,000
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $9,944 - $11,158
352 Added 1.6%
22,391 $689,000
Q2 2024

Jul 17, 2024
SELL
$27.81 - $30.13 $29,506 - $31,967
-1,061 Reduced 4.59%
22,039 $634,000
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
$22.47 - $26.46 $172,929 - $203,636
7,696 Added 60.69%
20,376 $0
Q3 2022

Oct 06, 2022
BUY
$21.77 - $26.17 $276,043 - $331,835
12,680 New
12,680 $296,000

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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