Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional Transaction History
Ullmann Wealth Partners Group, LLC
- $749 Million
- Q1 2025
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 1,176,015 shares of DUHP stock, worth $36.9 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
1,176,015
Previous 1,205,662
2.46%
Holding current value
$36.9 Million
Previous $40.7 Million
5.17%
% of portfolio
5.16%
Previous 5.27%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
392Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio