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 374,798 shares of DFAU stock, worth $15.1 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

374,798

Previous 378,629 1.01%

Holding current value

$15.1 Million

Previous $14.2 Million 4.8%

% of portfolio

2.71%

Previous 2.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$35.8 - $39.69 $137,149 - $152,052	-3,831 Reduced 1.01%	374,798 $14.9 Million
Q2 2024 Jul 17, 2024	BUY	$34.53 - $37.67 $118,541 - $129,321	3,433 Added 0.91%	378,629 $14.2 Million
Q1 2024 Apr 17, 2024	BUY	$32.59 - $36.54 $462,517 - $518,575	14,192 Added 3.93%	375,196 $13.7 Million
Q4 2023 Jan 23, 2024	BUY	$28.58 - $33.37 $417,525 - $487,502	14,609 Added 4.22%	361,004 $12 Million
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $1.27 Million - $1.37 Million	42,576 Added 14.01%	346,395 $10.4 Million
Q2 2023 Jul 05, 2023	BUY	$28.25 - $30.99 $101,022 - $110,820	3,576 Added 1.19%	303,819 $9.42 Million
Q1 2023 Apr 20, 2023	BUY	$26.87 - $29.65 $485,003 - $535,182	18,050 Added 6.4%	300,243 $8.64 Million
Q4 2022 Jan 25, 2023	BUY	$25.24 - $28.83 $1.88 Million - $2.15 Million	74,664 Added 35.98%	282,193 $0
Q3 2022 Oct 06, 2022	BUY	$25.15 - $30.14 $2.75 Million - $3.3 Million	109,353 Added 111.38%	207,529 $5.52 Million
Q2 2022 Aug 02, 2022	BUY	$25.69 - $31.79 $862,284 - $1.07 Million	33,565 Added 51.95%	98,176 $2.83 Million
Q1 2022 May 05, 2022	BUY	$29.18 - $33.24 $1.89 Million - $2.15 Million	64,611 New	64,611 $1.94 Million

Others Institutions Holding DFAU

# of Institutions

414

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Uma Financial Services, Inc. Dimensional ETF Tr Transaction History