Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 573,957 shares of DUHP stock, worth $21.6 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

573,957

Previous 836,754 31.41%

Holding current value

$21.6 Million

Previous $29.8 Million 27.14%

% of portfolio

2.4%

Previous 3.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$35.76 - $37.93 $9.4 Million - $9.97 Million	-262,797 Reduced 31.41%	573,957 $21.7 Million
Q2 2025 Jul 11, 2025	SELL	$29.36 - $35.56 $9.96 Million - $12.1 Million	-339,261 Reduced 28.85%	836,754 $29.8 Million
Q1 2025 Apr 10, 2025	SELL	$32.57 - $35.82 $965,602 - $1.06 Million	-29,647 Reduced 2.46%	1,176,015 $38.6 Million
Q4 2024 Jan 14, 2025	SELL	$33.62 - $35.69 $218,731 - $232,199	-6,506 Reduced 0.54%	1,205,662 $40.7 Million
Q3 2024 Oct 15, 2024	BUY	$30.74 - $34.07 $1.41 Million - $1.56 Million	45,706 Added 3.92%	1,212,168 $41.3 Million

Q2 2024 Aug 07, 2024	BUY	$29.72 - $32.4 $949,554 - $1.04 Million	31,950 Added 2.82%	1,166,462 $37.3 Million
Q1 2024 May 10, 2024	BUY	$28.16 - $31.61 $1.16 Million - $1.3 Million	41,050 Added 3.75%	1,134,512 $35.9 Million
Q4 2023 Jan 11, 2024	BUY	$24.79 - $28.64 $2.22 Million - $2.56 Million	89,385 Added 8.9%	1,093,462 $31.3 Million
Q3 2023 Oct 13, 2023	BUY	$25.64 - $27.32 $12.2 Million - $13 Million	477,069 Added 90.52%	1,004,077 $25.8 Million
Q2 2023 Jul 13, 2023	BUY	$24.51 - $26.54 $11.4 Million - $12.3 Million	464,670 Added 745.4%	527,008 $14 Million
Q1 2023 Apr 11, 2023	BUY	$23.91 - $25.61 $1.49 Million - $1.6 Million	62,338 New	62,338 $1.57 Million

Others Institutions Holding DUHP

# of Institutions

487

Shares Held

222M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional Transaction History