Uma Financial Services, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Uma Financial Services, Inc. holds 5,120 shares of DFCF stock, worth $212,787. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,120

Previous 8,834 42.04%

Holding current value

$212,787

Previous $381,000 44.62%

% of portfolio

0.04%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$41.17 - $43.34 $152,905 - $160,964	-3,714 Reduced 42.04%	5,120 $211,000
Q3 2024 Oct 16, 2024	BUY	$41.34 - $43.55 $9,549 - $10,060	231 Added 2.69%	8,834 $381,000
Q2 2024 Jul 17, 2024	SELL	$40.79 - $41.97 $7,138 - $7,344	-175 Reduced 1.99%	8,603 $357,000
Q1 2024 Apr 17, 2024	BUY	$41.54 - $42.6 $26,959 - $27,647	649 Added 7.98%	8,778 $368,000
Q4 2023 Jan 23, 2024	BUY	$39.52 - $42.54 $355 - $382	9 Added 0.11%	8,129 $344,000
Q3 2023 Oct 10, 2023	BUY	$40.3 - $42.05 $11,163 - $11,647	277 Added 3.53%	8,120 $327,000
Q1 2023 Apr 20, 2023	BUY	$41.26 - $43.27 $60,775 - $63,736	1,473 Added 23.12%	7,843 $333,000
Q4 2022 Jan 25, 2023	BUY	$39.82 - $42.74 $253,653 - $272,253	6,370 New	6,370 $0

Others Institutions Holding DFCF

# of Institutions

371

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Uma Financial Services, Inc. Dimensional ETF Tr Core Fxd In Transaction History