Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAW) 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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 156k | 71.86 |
| 2025-06-30 | $9.9M | 147k | 67.08 |
| 2025-03-31 | $9.0M | 146k | 61.28 |
| 2024-12-31 | $8.8M | 141k | 62.46 |
| 2024-09-30 | $7.8M | 123k | 63.55 |
| 2024-06-30 | $6.9M | 111k | 62.32 |
| 2024-03-31 | $4.5M | 80k | 56.49 |
| 2023-12-31 | $2.1M | 38k | 54.63 |