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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

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
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