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 836,754 shares of DUHP stock, worth $30.3 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
836,754
Previous 1,176,015
28.85%
Holding current value
$30.3 Million
Previous $38.6 Million
22.98%
% of portfolio
3.54%
Previous 5.16%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio