Ullmann Wealth Partners Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,246,148 shares of DFIC stock, worth $40 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
1,246,148
Previous 1,276,581 2.38%
Holding current value
$40 Million
Previous $35.8 Million 8.31%
% of portfolio
4.61%
Previous 4.77%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$24.94 - $31.15 $758,999 - $947,987
-30,433 Reduced 2.38%
1,246,148 $38.7 Million
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
513
Shares Held
296M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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