Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional Transaction History
Ullmann Wealth Partners Group, LLC
- $700 Million
- Q2 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,197,675 shares of DFIC stock, worth $33.8 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
1,197,675
Previous 1,134,799
5.54%
Holding current value
$33.8 Million
Previous $30.4 Million
3.73%
% of portfolio
4.49%
Previous 4.52%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio