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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

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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 $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