Uma Financial Services, Inc. Dimensional ETF Tr U S Equity Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Uma Financial Services, Inc. holds 14,613 shares of DFUS stock, worth $908,051. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,613
Previous 10,799
35.32%
Holding current value
$908,051
Previous $615,000
39.67%
% of portfolio
0.17%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio