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Dimensional Etf Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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

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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
2024-09-30 $20M 655k 30.96
2024-06-30 $20M 647k 30.85
2024-03-31 $18M 620k 28.96
2023-12-31 $17M 601k 28.14
2023-09-30 $15M 560k 25.88
2023-06-30 $15M 541k 27.36
2023-03-31 $15M 544k 27.60
2022-12-31 $14M 528k 27.09
2022-09-30 $9.6M 425k 22.65
2022-06-30 $7.8M 306k 25.37
2022-03-31 $7.2M 268k 26.96