Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 | $622k | 20k | 31.84 |
| 2025-06-30 | $627k | 21k | 29.43 |
| 2025-03-31 | $651k | 23k | 28.15 |
| 2024-12-31 | $789k | 26k | 30.78 |
| 2024-09-30 | $692k | 22k | 30.90 |
| 2024-06-30 | $689k | 22k | 31.24 |
| 2024-03-31 | $646k | 23k | 27.97 |
| 2023-12-31 | $651k | 23k | 28.56 |
| 2023-09-30 | $546k | 22k | 24.88 |
| 2023-06-30 | $539k | 21k | 25.89 |
| 2023-03-31 | $517k | 21k | 24.87 |
| 2022-12-31 | $541k | 20k | 26.55 |
| 2022-09-30 | $296k | 13k | 23.34 |