Uma Financial Services, Inc. DIMENSIONAL ETF TRUST Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Number of Shares
140,935
Previous 123,072 14.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
17,863 Added 14.51%
140,935 $0
Q3 2024

Oct 16, 2024
BUY
N/A
12,362 Added 11.17%
123,072 $0
Q2 2024

Jul 17, 2024
BUY
N/A
30,484 Added 38.0%
110,710 $0
Q1 2024

Apr 17, 2024
BUY
N/A
42,658 Added 113.55%
80,226 $0
Q4 2023

Jan 23, 2024
BUY
N/A
37,568 New
37,568 $0
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email