Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 | $198k | 4.3k | 46.12 |
| 2025-06-30 | $234k | 5.5k | 42.83 |
| 2025-03-31 | $230k | 5.8k | 39.36 |
| 2024-12-31 | $221k | 6.2k | 35.48 |
| 2024-09-30 | $231k | 6.2k | 37.19 |
| 2024-06-30 | $232k | 6.2k | 37.32 |
| 2024-03-31 | $221k | 6.2k | 35.60 |
| 2023-12-31 | $209k | 6.2k | 33.55 |
| 2023-09-30 | $207k | 6.4k | 32.17 |
| 2023-06-30 | $213k | 6.4k | 33.04 |
| 2023-03-31 | $219k | 6.5k | 33.40 |
| 2022-12-31 | $215k | 6.5k | 32.81 |
| 2022-03-31 | $403k | 12k | 32.68 |
| 2021-12-31 | $421k | 12k | 34.14 |
| 2021-09-30 | $420k | 12k | 34.06 |