Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 455k | 24.03 |
| 2023-12-31 | $10M | 444k | 23.00 |
| 2023-09-30 | $9.3M | 418k | 22.33 |
| 2023-06-30 | $9.6M | 403k | 23.72 |
| 2023-03-31 | $9.2M | 397k | 23.10 |
| 2022-12-31 | $6.8M | 282k | 24.13 |
| 2022-09-30 | $4.2M | 200k | 21.03 |
| 2022-06-30 | $3.5M | 151k | 22.91 |
| 2022-03-31 | $3.2M | 128k | 25.24 |