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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

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
2024-03-31 $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