Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 csvQuarterly reported holdings in Dimensional Etf Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $172k | 3.6k | 47.75 |
| 2026-03-31 | $85k | 1.8k | 47.88 |
| 2025-12-31 | $85k | 1.8k | 47.95 |
| 2025-09-30 | $85k | 1.8k | 48.19 |
| 2025-06-30 | $81k | 1.7k | 48.01 |
| 2025-03-31 | $62k | 1.3k | 47.52 |
| 2024-12-31 | $56k | 1.2k | 46.88 |