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
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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 | $18M | 383k | 45.76 |
| 2025-06-30 | $17M | 407k | 42.36 |
| 2025-03-31 | $15M | 401k | 38.44 |
| 2024-12-31 | $16M | 386k | 40.49 |
| 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 |