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 $36.1 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
856,406
Previous 887,068
3.46%
Holding current value
$36.1 Million
Previous $37.3 Million
2.86%
% of portfolio
4.31%
Previous 4.97%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio