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

Uma Financial Services, Inc.

$573 Million
Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Uma Financial Services, Inc. holds 28,533 shares of DFUS stock, worth $1.88 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

28,533

Previous 16,707 70.78%

Holding current value

$1.88 Million

Previous $1.04 Million 75.17%

% of portfolio

0.32%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$61.52 - $66.5 $727,535 - $786,429	11,826 Added 70.78%	28,533 $1.82 Million
Q3 2024 Oct 16, 2024	BUY	$56.04 - $62.2 $117,347 - $130,246	2,094 Added 14.33%	16,707 $1.04 Million
Q2 2024 Jul 17, 2024	BUY	$53.83 - $59.14 $205,307 - $225,559	3,814 Added 35.32%	14,613 $859,000
Q1 2024 Apr 17, 2024	BUY	$50.79 - $56.98 $19,554 - $21,937	385 Added 3.7%	10,799 $615,000
Q4 2023 Jan 23, 2024	BUY	$44.51 - $52.0 $55,103 - $64,376	1,238 Added 13.49%	10,414 $539,000
Q3 2023 Oct 10, 2023	BUY	$46.29 - $49.87 $71,703 - $77,248	1,549 Added 20.31%	9,176 $427,000
Q2 2023 Jul 05, 2023	SELL	$43.77 - $48.16 $9,235 - $10,161	-211 Reduced 2.69%	7,627 $367,000
Q1 2023 Apr 20, 2023	SELL	$41.24 - $45.43 $453 - $499	-11 Reduced 0.14%	7,838 $348,000
Q4 2022 Jan 25, 2023	BUY	$38.86 - $44.32 $305,012 - $347,867	7,849 New	7,849 $0

Others Institutions Holding DFUS

# of Institutions

707

Shares Held

160M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Uma Financial Services, Inc. Dimensional ETF Tr U S Equity Transaction History