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 25,643 shares of DFSV stock, worth $775,700. This represents 0.14% of its overall portfolio holdings.

Number of Shares

25,643

Previous 22,391 14.52%

Holding current value

$775,700

Previous $689,000 14.51%

% of portfolio

0.14%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$30.18 - $33.87 $98,145 - $110,145	3,252 Added 14.52%	25,643 $789,000
Q3 2024 Oct 16, 2024	BUY	$28.25 - $31.7 $9,944 - $11,158	352 Added 1.6%	22,391 $689,000
Q2 2024 Jul 17, 2024	SELL	$27.81 - $30.13 $29,506 - $31,967	-1,061 Reduced 4.59%	22,039 $634,000
Q1 2024 Apr 17, 2024	BUY	$27.45 - $30.1 $8,097 - $8,879	295 Added 1.29%	23,100 $695,000
Q4 2023 Jan 23, 2024	BUY	$23.61 - $29.53 $20,446 - $25,572	866 Added 3.95%	22,805 $664,000
Q3 2023 Oct 10, 2023	BUY	$24.97 - $27.69 $28,365 - $31,455	1,136 Added 5.46%	21,939 $555,000
Q2 2023 Jul 05, 2023	BUY	$23.17 - $25.7 $231 - $257	10 Added 0.05%	20,803 $534,000
Q1 2023 Apr 20, 2023	BUY	$23.74 - $28.31 $9,899 - $11,805	417 Added 2.05%	20,793 $518,000
Q4 2022 Jan 25, 2023	BUY	$22.47 - $26.46 $172,929 - $203,636	7,696 Added 60.69%	20,376 $0
Q3 2022 Oct 06, 2022	BUY	$21.77 - $26.17 $276,043 - $331,835	12,680 New	12,680 $296,000

Others Institutions Holding DFSV

# of Institutions

413

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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