Uma Financial Services, Inc. Dimensional ETF Tr Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 463,483 shares of DFAE stock, worth $11.8 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

463,483

Previous 469,193 1.22%

Holding current value

$11.8 Million

Previous $12.1 Million 4.66%

% of portfolio

2.31%

Previous 2.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$24.46 - $27.82 $139,666 - $158,852	-5,710 Reduced 1.22%	463,483 $12.7 Million
Q2 2024 Jul 17, 2024	BUY	$24.03 - $26.3 $351,462 - $384,663	14,626 Added 3.22%	469,193 $12.1 Million
Q1 2024 Apr 17, 2024	BUY	$22.74 - $24.88 $238,883 - $261,364	10,505 Added 2.37%	454,567 $11.2 Million
Q4 2023 Jan 23, 2024	BUY	$21.63 - $24.11 $572,632 - $638,288	26,474 Added 6.34%	444,062 $10.7 Million
Q3 2023 Oct 10, 2023	BUY	$22.43 - $24.83 $322,498 - $357,005	14,378 Added 3.57%	417,588 $9.42 Million
Q2 2023 Jul 05, 2023	BUY	$22.38 - $24.3 $129,401 - $140,502	5,782 Added 1.45%	403,210 $9.46 Million
Q1 2023 Apr 20, 2023	BUY	$21.78 - $24.36 $2.52 Million - $2.81 Million	115,473 Added 40.95%	397,428 $9.15 Million
Q4 2022 Jan 25, 2023	BUY	$19.67 - $22.73 $1.61 Million - $1.86 Million	81,903 Added 40.94%	281,955 $0
Q3 2022 Oct 06, 2022	BUY	$20.09 - $23.68 $982,240 - $1.16 Million	48,892 Added 32.34%	200,052 $4.21 Million
Q2 2022 Aug 02, 2022	BUY	$22.9 - $27.06 $539,226 - $637,181	23,547 Added 18.45%	151,160 $3.46 Million
Q1 2022 May 05, 2022	BUY	$24.29 - $28.31 $3.1 Million - $3.61 Million	127,613 New	127,613 $3.22 Million

Others Institutions Holding DFAE

# of Institutions

485

Shares Held

146M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Uma Financial Services, Inc. Dimensional ETF Tr Transaction History