Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional Transaction History

Ullmann Wealth Partners Group, LLC

$749 Million
Q1 2025

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 1,276,581 shares of DFIC stock, worth $36.5 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

1,276,581

Previous 1,242,757 2.72%

Holding current value

$36.5 Million

Previous $32.1 Million 11.34%

% of portfolio

4.77%

Previous 4.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$25.54 - $28.79 $863,864 - $973,792	33,824 Added 2.72%	1,276,581 $35.8 Million
Q4 2024 Jan 14, 2025	BUY	$25.61 - $28.0 $485,949 - $531,300	18,975 Added 1.55%	1,242,757 $32.1 Million
Q3 2024 Oct 15, 2024	BUY	$25.36 - $28.37 $662,073 - $740,655	26,107 Added 2.18%	1,223,782 $34.4 Million
Q2 2024 Aug 07, 2024	BUY	$25.73 - $27.44 $1.62 Million - $1.73 Million	62,876 Added 5.54%	1,197,675 $31.5 Million
Q1 2024 May 10, 2024	BUY	$24.62 - $26.83 $967,467 - $1.05 Million	39,296 Added 3.59%	1,134,799 $30.4 Million
Q4 2023 Jan 11, 2024	BUY	$22.18 - $25.58 $2.34 Million - $2.7 Million	105,666 Added 10.68%	1,095,503 $28 Million
Q3 2023 Oct 13, 2023	BUY	$23.25 - $25.17 $13 Million - $14 Million	558,075 Added 129.26%	989,837 $23.1 Million
Q2 2023 Jul 13, 2023	BUY	$23.45 - $24.88 $9.57 Million - $10.2 Million	408,090 Added 1723.94%	431,762 $10.5 Million
Q1 2023 Apr 11, 2023	BUY	$22.5 - $24.64 $532,620 - $583,278	23,672 New	23,672 $569,000

Others Institutions Holding DFIC

# of Institutions

449

Shares Held

267M

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.

Account

Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional Transaction History