Uma Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Uma Financial Services, Inc. holds 78,553 shares of DFAS stock, worth $5.04 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

78,553

Previous 82,895 5.24%

Holding current value

$5.04 Million

Previous $4.98 Million 2.29%

% of portfolio

0.93%

Previous 0.97%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$59.25 - $65.33 $257,263 - $283,662	-4,342 Reduced 5.24%	78,553 $5.09 Million
Q2 2024 Jul 17, 2024	BUY	$57.42 - $62.37 $142,344 - $154,615	2,479 Added 3.08%	82,895 $4.98 Million
Q1 2024 Apr 17, 2024	BUY	$56.66 - $62.34 $109,240 - $120,191	1,928 Added 2.46%	80,416 $5.01 Million
Q4 2023 Jan 23, 2024	BUY	$48.83 - $60.51 $67,385 - $83,503	1,380 Added 1.79%	78,488 $4.68 Million
Q3 2023 Oct 10, 2023	BUY	$51.84 - $57.67 $35,717 - $39,734	689 Added 0.9%	77,108 $4.05 Million
Q2 2023 Jul 05, 2023	SELL	$49.85 - $54.8 $193,717 - $212,952	-3,886 Reduced 4.84%	76,419 $4.19 Million
Q1 2023 Apr 20, 2023	BUY	$50.35 - $57.8 $190,977 - $219,235	3,793 Added 4.96%	80,305 $4.23 Million
Q4 2022 Jan 25, 2023	BUY	$47.77 - $54.73 $406,666 - $465,916	8,513 Added 12.52%	76,512 $0
Q3 2022 Oct 06, 2022	BUY	$46.47 - $55.84 $743,287 - $893,160	15,995 Added 30.76%	67,999 $3.37 Million
Q2 2022 Aug 02, 2022	BUY	$46.65 - $56.4 $1.01 Million - $1.23 Million	21,720 Added 71.72%	52,004 $2.77 Million
Q1 2022 May 05, 2022	BUY	$53.45 - $60.82 $1.62 Million - $1.84 Million	30,284 New	30,284 $1.64 Million

Others Institutions Holding DFAS

# of Institutions

694

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Uma Financial Services, Inc. Dimensional ETF Tr U S Small C Transaction History