Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 145k | 38.57 |
| 2025-06-30 | $5.5M | 152k | 35.84 |
| 2025-03-31 | $5.0M | 152k | 32.99 |
| 2024-12-31 | $5.3M | 152k | 34.59 |
| 2024-09-30 | $5.4M | 157k | 34.72 |
| 2024-06-30 | $6.4M | 189k | 33.85 |
| 2024-03-31 | $5.8M | 191k | 30.41 |
| 2023-12-31 | $5.6M | 191k | 29.40 |
| 2023-09-30 | $5.0M | 192k | 26.29 |
| 2023-06-30 | $5.2M | 192k | 27.19 |
| 2023-03-31 | $4.9M | 192k | 25.67 |
| 2022-12-31 | $4.9M | 192k | 25.51 |
| 2022-09-30 | $4.1M | 173k | 23.62 |
| 2022-06-30 | $4.4M | 173k | 25.35 |
| 2022-03-31 | $4.6M | 173k | 26.53 |
| 2021-12-31 | $4.9M | 172k | 28.60 |
| 2021-09-30 | $5.0M | 181k | 27.58 |
| 2021-06-30 | $4.8M | 180k | 26.78 |