Ullmann Wealth Partners Group, LLC Sells in Q2 2025

Ullmann Wealth Partners Group, LLC

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
-339K
- 28.85%
$29.36 - $35.56 $9.96M - $12.1M
837K $29.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-44.6K
- 33.12%
$45.2 - $46.6 $2.01M - $2.08M
90K $4.17M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-30.7K
- 3.46%
$41.1 - $42.37 $1.26M - $1.3M
856K $36.2M
EMGF
Ishares Msci Emerging Markets

ETFs
-24.2K
- 20.77%
$41.37 - $52.07 $1M - $1.26M
92.5K $4.82M
UNH
Unitedhealth Group Inc

Healthcare
-261
- 21.31%
$274.35 - $599.47 $71.6K - $156K
964 $300K
PG
Procter & Gamble CO

Consumer Defensive
-539
- 2.95%
$157.66 - $172.39 $85K - $92.9K
17.7K $2.82M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-51.4K
- 9.16%
$54.28 - $67.95 $2.79M - $3.5M
510K $34.7M
NFE
New Fortress Energy Inc.

Utilities
-18.7K
- 50.0%
$2.04 - $8.57 $38.2K - $161K
18.7K $62K
JNJ
Johnson & Johnson

Healthcare
-123
- 0.8%
$146.36 - $159.82 $18K - $19.7K
15.2K $2.32M
CVX
Chevron Corp

Energy
-229
- 5.61%
$133.73 - $168.51 $30.6K - $38.6K
3.86K $552K
ICE
Intercontinental Exchange, Inc.

Financial Services
-798
- 21.76%
$151.62 - $183.47 $121K - $146K
2.87K $526K
LLY
Eli Lilly & CO

Healthcare
-53
- 8.92%
$713.71 - $898.95 $37.8K - $47.6K
541 $421K
MRK
Merck & Co., Inc.

Healthcare
-95
- 2.57%
$73.47 - $87.12 $6.98K - $8.28K
3.61K $285K
IWN
Ishares Russell2000 Val ETF

ETFs
-383
- 9.66%
$131.84 - $157.76 $50.5K - $60.4K
3.58K $565K
DFAX
Dimensional ETF Tr
-1.83K
- 15.87%
$23.37 - $29.39 $42.8K - $53.9K
9.72K $285K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.24K
- 5.55%
$90.56 - $109.49 $113K - $136K
21.2K $2.31M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.04K
- 0.61%
$22.54 - $23.17 $23.5K - $24.2K
171K $3.94M
KO
Coca Cola CO

Consumer Defensive
-19
- 0.13%
$68.37 - $73.9 $1.3K - $1.4K
14.6K $1.03M
UNP
Union Pacific Corp

Industrials
-22
- 2.38%
$208.27 - $238.46 $4.58K - $5.25K
902 $207K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.11K
- 3.61%
$103.88 - $123.68 $219K - $261K
56.2K $6.95M
ABT
Abbott Laboratories

Healthcare
-15
- 0.47%
$123.95 - $138.08 $1.86K - $2.07K
3.14K $427K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.06K
- 13.59%
$60.22 - $80.1 $124K - $165K
13.1K $1.05M
USB
Us Bancorp \De\

Financial Services
-40
- 0.33%
$36.4 - $45.76 $1.46K - $1.83K
12.2K $550K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-254
- 2.84%
$72.96 - $90.39 $18.5K - $23K
8.68K $776K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.2%
$908.13 - $1056.85 $3.63K - $4.23K
2.03K $2.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
-538
- 1.78%
$166.82 - $194.23 $89.7K - $104K
29.7K $5.78M
WMT
Walmart Inc.

Consumer Defensive
-105
- 0.69%
$81.79 - $99.98 $8.59K - $10.5K
15.2K $1.48M
CAT
Caterpillar Inc

Industrials
-2
- 0.08%
$273.94 - $388.21 $548 - $776
2.64K $1.02M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-39
- 0.22%
$108.87 - $133.04 $4.25K - $5.19K
17.7K $2.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.63K
- 3.75%
$51.16 - $62.02 $237K - $287K
119K $7.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.61K
- 4.45%
$152.42 - $182.82 $398K - $477K
56K $10.2M
IXUS
Ishares Tr

ETFs
-10.9K
- 3.47%
$62.37 - $77.63 $677K - $843K
302K $23.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-30.4K
- 2.38%
$24.94 - $31.15 $759K - $948K
1.25M $38.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-206
- 0.27%
$320.42 - $421.7 $66K - $86.9K
76.7K $32.3M
LRGF
Ishares Tr

ETFs
-58K
- 3.81%
$51.37 - $64.13 $2.98M - $3.72M
1.46M $93.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.74K
- 0.27%
$108.12 - $135.04 $188K - $234K
641K $86.6M
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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