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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

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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 $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