Ullmann Wealth Partners Group, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 8,140 shares of DFAC stock, worth $261,212. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,140

Previous 8,120 0.25%

Holding current value

$261,212

Previous $280,000 5.0%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$32.42 - $36.13 $648 - $722	20 Added 0.25%	8,140 $266,000
Q4 2024 Jan 14, 2025	BUY	$33.92 - $36.6 $780 - $841	23 Added 0.28%	8,120 $280,000
Q3 2024 Oct 15, 2024	BUY	$31.05 - $34.29 $683 - $754	22 Added 0.27%	8,097 $277,000
Q2 2024 Aug 07, 2024	SELL	$30.09 - $32.37 $11,313 - $12,171	-376 Reduced 4.45%	8,075 $260,000
Q1 2024 May 10, 2024	SELL	$28.62 - $31.95 $34,286 - $38,276	-1,198 Reduced 12.42%	8,451 $270,000
Q4 2023 Jan 11, 2024	BUY	$24.91 - $29.38 $797 - $940	32 Added 0.33%	9,649 $282,000
Q3 2023 Oct 13, 2023	BUY	$26.05 - $28.22 $250,522 - $271,391	9,617 New	9,617 $251,000

Others Institutions Holding DFAC

# of Institutions

1,066

Shares Held

805M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Ullmann Wealth Partners Group, LLC Dimensional ETF Tr U S Core Eq Transaction History