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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All positions including Dimensional Etf Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |