Ullmann Wealth Partners Group, LLC DFCF Holdings History
Ullmann Wealth Partners Group, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 856,406.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $36.19 Mil. This investment constitutes 4.28% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.51% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q2. And since then Ullmann Wealth Partners Group, LLC has made 12 purchases of DFCF, at an average price of $43.19, for a total of 887,068.00 shares. In addition, there have been 1 sales at an average price of $41.71 for 30,662.00 shares. Based on historical transaction data and DFCF's current price of $41.83, Ullmann Wealth Partners Group, LLC's estimated gain on his DFCF holdings is $-1.22 Mil, reflecting a -3.18% gain to date.
Ullmann Wealth Partners Group, LLC DFCF ($41.83) Holding Chart
Ullmann Wealth Partners Group, LLC DFCF ($41.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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