Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ullmann Wealth Partners Group, LLC
- $840 Million
- Q2 2025
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 856,406 shares of DFCF stock, worth $36.7 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
856,406
Previous 887,068
3.46%
Holding current value
$36.7 Million
Previous $37.3 Million
2.86%
% of portfolio
4.31%
Previous 4.97%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio