Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,205,662 shares of DUHP stock, worth $42.5 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
1,205,662
Previous 1,212,168
0.54%
Holding current value
$42.5 Million
Previous $41.3 Million
1.35%
% of portfolio
5.27%
Previous 5.35%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio