Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 886,300 shares of DFCF stock, worth $37.4 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares

886,300

Previous 841,090 5.38%

Holding current value

$37.4 Million

Previous $36.3 Million 0.91%

% of portfolio

4.74%

Previous 4.7%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$41.17 - $43.34 $1.86 Million - $1.96 Million	45,210 Added 5.38%	886,300 $36.7 Million
Q3 2024 Oct 15, 2024	BUY	$41.34 - $43.55 $1.41 Million - $1.48 Million	34,006 Added 4.21%	841,090 $36.3 Million
Q2 2024 Aug 07, 2024	BUY	$40.79 - $41.97 $1.56 Million - $1.6 Million	38,226 Added 4.97%	807,084 $33.5 Million
Q1 2024 May 10, 2024	BUY	$41.54 - $42.6 $1.53 Million - $1.57 Million	36,817 Added 5.03%	768,858 $32.3 Million
Q4 2023 Jan 11, 2024	BUY	$39.52 - $42.54 $59,991 - $64,575	1,518 Added 0.21%	732,041 $31 Million
Q3 2023 Oct 13, 2023	BUY	$40.3 - $42.05 $2.65 Million - $2.76 Million	65,711 Added 9.88%	730,523 $29.5 Million
Q2 2023 Jul 13, 2023	BUY	$41.55 - $42.94 $1.14 Million - $1.17 Million	27,323 Added 4.29%	664,812 $27.7 Million
Q1 2023 Apr 11, 2023	BUY	$41.26 - $43.27 $976,500 - $1.02 Million	23,667 Added 3.86%	637,489 $27.1 Million
Q4 2022 Jan 18, 2023	BUY	$39.82 - $42.74 $2.68 Million - $2.88 Million	67,353 Added 12.33%	613,822 $0
Q3 2022 Oct 12, 2022	BUY	$40.64 - $44.91 $5.98 Million - $6.61 Million	147,105 Added 36.83%	546,469 $22.4 Million
Q2 2022 Jul 13, 2022	BUY	$42.49 - $46.23 $17 Million - $18.5 Million	399,364 New	399,364 $17.4 Million

Others Institutions Holding DFCF

# of Institutions

403

Shares Held

3.56B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Core Fxd In Transaction History