A detailed history of Ullmann Wealth Partners Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,223,782 shares of DFIC stock, worth $33 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
1,223,782
Previous 1,197,675 2.18%
Holding current value
$33 Million
Previous $31.5 Million 9.37%
% of portfolio
4.46%
Previous 4.49%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$25.36 - $28.37 $662,073 - $740,655
26,107 Added 2.18%
1,223,782 $34.4 Million
Q2 2024

Aug 07, 2024

BUY
$25.73 - $27.44 $1.62 Million - $1.73 Million
62,876 Added 5.54%
1,197,675 $31.5 Million
Q1 2024

May 10, 2024

BUY
$24.62 - $26.83 $967,467 - $1.05 Million
39,296 Added 3.59%
1,134,799 $30.4 Million
Q4 2023

Jan 11, 2024

BUY
$22.18 - $25.58 $2.34 Million - $2.7 Million
105,666 Added 10.68%
1,095,503 $28 Million
Q3 2023

Oct 13, 2023

BUY
$23.25 - $25.17 $13 Million - $14 Million
558,075 Added 129.26%
989,837 $23.1 Million
Q2 2023

Jul 13, 2023

BUY
$23.45 - $24.88 $9.57 Million - $10.2 Million
408,090 Added 1723.94%
431,762 $10.5 Million
Q1 2023

Apr 11, 2023

BUY
$22.5 - $24.64 $532,620 - $583,278
23,672 New
23,672 $569,000

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.