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 2,720 shares of DFIC stock, worth $76,214. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,720Holding current value
$76,214% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio