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 11,380 shares of DFAR stock, worth $266,633. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,380
Previous 11,481
0.88%
Holding current value
$266,633
Previous $294,000
10.2%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.7 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.4 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio