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Dimensional Etf Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 $15M 375k 40.14
2024-06-30 $15M 379k 39.14
2024-03-31 $13M 375k 35.02
2023-12-31 $12M 361k 33.66
2023-09-30 $11M 346k 30.18
2023-06-30 $9.4M 304k 31.02
2023-03-31 $8.7M 300k 29.01
2022-12-31 $8.0M 282k 28.41
2022-09-30 $5.5M 208k 26.62
2022-06-30 $2.8M 98k 28.77
2022-03-31 $1.9M 65k 30.07