Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 841,090 shares of DFCF stock, worth $35.1 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
841,090
Previous 807,084
4.21%
Holding current value
$35.1 Million
Previous $33.5 Million
8.35%
% of portfolio
4.7%
Previous 4.79%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.9 Million12.12% of portfolio