Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) 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 | $5.1M | 74k | 68.46 |
| 2025-06-30 | $4.1M | 64k | 63.71 |
| 2025-03-31 | $3.7M | 63k | 59.75 |
| 2024-12-31 | $5.0M | 77k | 65.08 |
| 2024-09-30 | $5.1M | 79k | 65.41 |
| 2024-06-30 | $5.4M | 83k | 65.23 |
| 2024-03-31 | $4.7M | 80k | 57.98 |
| 2023-12-31 | $4.6M | 79k | 58.74 |
| 2023-09-30 | $4.0M | 77k | 51.90 |
| 2023-06-30 | $4.2M | 76k | 55.04 |
| 2023-03-31 | $4.2M | 80k | 52.50 |
| 2022-12-31 | $4.2M | 77k | 54.57 |
| 2022-09-30 | $3.4M | 68k | 49.54 |
| 2022-06-30 | $2.8M | 52k | 53.17 |
| 2022-03-31 | $1.6M | 30k | 54.29 |