Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ullmann Wealth Partners Group, LLC
- $905 Million
- Q3 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 872,378 shares of DFCF stock, worth $37.3 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
872,378
Previous 856,406
1.87%
Holding current value
$37.3 Million
Previous $36.2 Million
3.07%
% of portfolio
4.12%
Previous 4.31%
Shares
14 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio