Ullmann Wealth Partners Group, LLC DFIC Holdings History
Ullmann Wealth Partners Group, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 1.25 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $38.74 Mil. This investment constitutes 4.58% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.4% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2023Q1. And since then Ullmann Wealth Partners Group, LLC has made 9 purchases of DFIC, at an average price of $24.50, for a total of 1.28 Mil shares. In addition, there have been 1 sales at an average price of $29.27 for 30,433.00 shares. Based on historical transaction data and DFIC's current price of $31.08, Ullmann Wealth Partners Group, LLC's estimated gain on his DFIC holdings is $8.34 Mil, reflecting a 26.67% gain to date.
Ullmann Wealth Partners Group, LLC DFIC ($31.08) Holding Chart
Ullmann Wealth Partners Group, LLC DFIC ($31.08) 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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