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Dimensional Etf Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 $1.3M 34k 37.67
2024-06-30 $1.3M 35k 36.51
2024-03-31 $1.2M 35k 32.74

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Dimensional Etf Trust

Retirement Solution
Quantum Financial Advisors
Awm Capital
Merriman Wealth Management
Abacus Wealth Partners
Vista Wealth Management Group
Gibson Capital
Forum Financial Management
Wealth Enhancement Advisory Services
Buckingham Strategic Partners
New Capital Management
Heritage Financial Services
Pathstone Holdings
Colony
CI Private Wealth

View all funds holding Dimensional Etf Trust