Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Transaction History

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 10,516 shares of DFAU stock, worth $424,636. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,516
Previous 11,354 7.38%
Holding current value
$424,636
Previous $425,000 1.88%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 15, 2024
SELL
$35.8 - $39.69 $30,000 - $33,260
-838 Reduced 7.38%
10,516 $417,000
Q2 2024

Aug 07, 2024
SELL
$34.53 - $37.67 $89,639 - $97,791
-2,596 Reduced 18.61%
11,354 $425,000
Q1 2024

May 10, 2024
SELL
$32.59 - $36.54 $54,294 - $60,875
-1,666 Reduced 10.67%
13,950 $509,000
Q4 2023

Jan 11, 2024
SELL
$28.58 - $33.37 $124,151 - $144,959
-4,344 Reduced 21.76%
15,616 $519,000
Q3 2023

Oct 13, 2023
SELL
$29.79 - $32.13 $34.1 Million - $36.8 Million
-1,145,601 Reduced 98.29%
19,960 $597,000
Q2 2023

Jul 13, 2023
SELL
$28.25 - $30.99 $29.3 Million - $32.2 Million
-1,037,825 Reduced 47.1%
1,165,561 $36.1 Million
Q1 2023

Apr 11, 2023
BUY
$26.87 - $29.65 $1.26 Million - $1.39 Million
46,846 Added 2.17%
2,203,386 $63.4 Million
Q4 2022

Jan 18, 2023
BUY
$25.24 - $28.83 $747,785 - $854,146
29,627 Added 1.39%
2,156,540 $0
Q3 2022

Oct 12, 2022
BUY
$25.15 - $30.14 $1.01 Million - $1.21 Million
40,086 Added 1.92%
2,126,913 $53.5 Million
Q2 2022

Jul 13, 2022
BUY
$25.69 - $31.79 $3.71 Million - $4.59 Million
144,482 Added 7.44%
2,086,827 $55.2 Million
Q1 2022

Apr 14, 2022
BUY
$29.18 - $33.24 $2.78 Million - $3.17 Million
95,281 Added 5.16%
1,942,345 $61.2 Million
Q4 2021

Jan 26, 2022
BUY
$30.17 - $33.15 $55.7 Million - $61.2 Million
1,847,064 New
1,847,064 $61 Million

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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