Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 |
|---|---|---|---|
| 2025-09-30 | $378k | 9.2k | 40.95 |
| 2025-06-30 | $364k | 9.2k | 39.41 |
| 2025-03-31 | $358k | 10k | 34.89 |
| 2024-12-31 | $337k | 10k | 32.85 |
| 2024-09-30 | $357k | 10k | 34.76 |
| 2024-06-30 | $366k | 11k | 34.35 |
| 2024-03-31 | $357k | 11k | 32.08 |