Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Transaction History

Ullmann Wealth Partners Group, LLC

  • $672 Million
  • Q1 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 13,666 shares of DFAX stock, worth $352,582. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,666
Previous 17,143 20.28%
Holding current value
$352,582
Previous $418,000 16.99%
% of portfolio
0.05%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$23.42 - $25.45 $81,431 - $88,489
-3,477 Reduced 20.28%
13,666 $347,000
Q4 2023

Jan 11, 2024
SELL
$21.44 - $24.42 $38,334 - $43,662
-1,788 Reduced 9.44%
17,143 $418,000
Q3 2023

Oct 13, 2023
SELL
$22.41 - $24.35 $15.8 Million - $17.2 Million
-707,092 Reduced 97.39%
18,931 $426,000
Q2 2023

Jul 13, 2023
SELL
$22.56 - $24.03 $14.4 Million - $15.3 Million
-638,312 Reduced 46.79%
726,023 $16.9 Million
Q1 2023

Apr 11, 2023
BUY
$21.74 - $23.72 $364,471 - $397,665
16,765 Added 1.24%
1,364,335 $31.5 Million
Q4 2022

Jan 18, 2023
BUY
$20.25 - $22.36 $738,841 - $815,826
36,486 Added 2.78%
1,347,570 $0
Q3 2022

Oct 12, 2022
BUY
$19.38 - $22.64 $641,478 - $749,384
33,100 Added 2.59%
1,311,084 $24.8 Million
Q2 2022

Jul 13, 2022
BUY
$21.22 - $25.37 $1.63 Million - $1.95 Million
76,876 Added 6.4%
1,277,984 $27.4 Million
Q1 2022

Apr 14, 2022
BUY
$23.26 - $26.72 $771,929 - $886,756
33,187 Added 2.84%
1,201,108 $30 Million
Q4 2021

Jan 26, 2022
BUY
$25.17 - $26.82 $29.4 Million - $31.3 Million
1,167,921 New
1,167,921 $30.5 Million

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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