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

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 2024

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 8,120 shares of DFAC stock, worth $266,336. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,120
Previous 8,097 0.28%
Holding current value
$266,336
Previous $277,000 1.08%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
799M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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