Dimensional Etf Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | $2.5M | 34k | 72.44 |
| 2025-06-30 | $2.2M | 34k | 67.02 |
| 2025-03-31 | $2.0M | 33k | 60.48 |
| 2024-12-31 | $1.8M | 29k | 63.75 |
| 2024-09-30 | $1.1M | 17k | 62.88 |
| 2024-06-30 | $897k | 15k | 61.35 |
| 2024-03-31 | $591k | 11k | 54.71 |
| 2023-12-31 | $548k | 10k | 52.59 |
| 2023-09-30 | $431k | 9.2k | 47.00 |
| 2023-06-30 | $368k | 7.6k | 48.19 |
| 2023-03-31 | $352k | 7.8k | 44.90 |
| 2022-12-31 | $342k | 7.8k | 43.59 |