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Ullmann Wealth Partners Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 19 July, 2023

Are you curious about the changes in the holdings of Ullmann Wealth Partners Group, LLC from Q1 2023 to Q2 2023? In this article, we will explore the significant differences in their 13F holdings during this period. So, let's dive into the numbers and discover the intriguing trends.

ITOT - iShares TR:

In Q1 2023, Ullmann Wealth Partners held 723,563 shares of ITOT, which decreased to 704,179 shares in Q2 2023. The value of their investment also changed, with a decrease from $65,518,000 to $68,896,000. This represents a 5.2% change in holdings.

IVV - iShares TR:

Ullmann Wealth Partners saw a significant increase in their holdings of IVV in Q2 2023 compared to Q1 2023. While they held 90,902 shares in Q1, the number surged to 153,063 shares in Q2. The value of their investment soared from $37,368,000 to $68,221,000, indicating a substantial 82.6% change.

DFAU - Dimensional ETF Trust:

The holdings of DFAU experienced a dramatic decrease from Q1 2023 to Q2 2023. Ullmann Wealth Partners held 2,203,386 shares in Q1, which plummeted to 1,165,561 shares in Q2. The value of their investment saw a significant decline from $63,391,000 to $36,120,000, resulting in a negative change of -43%.

LRGF - iShares TR:

Another notable change can be seen in Ullmann Wealth Partners' holdings of LRGF. In Q1 2023, they held 16,073 shares, which skyrocketed to 557,002 shares in Q2 2023. The value also experienced a substantial increase from $666,000 to $24,820,000, marking an impressive 3,626.3% change.

These are just a few examples of the changes that occurred in Ullmann Wealth Partners Group, LLC's 13F holdings. The data reveals a mix of positive and negative shifts in their investments across various companies and sectors.

It's important to note that 13F filings provide transparency into the holdings of institutional investment managers with more than $100 million in assets under management. These reports allow investors and the public to monitor the activities and strategies of these significant players in the financial market.

In conclusion, Ullmann Wealth Partners Group, LLC experienced notable changes in their holdings from Q1 2023 to Q2 2023. While some investments saw increases, others faced declines. The world of finance is ever-evolving, and keeping a close eye on these changes can provide valuable insights for investors and analysts alike.

Please be aware that the information provided is based solely on the data from the above-mentioned CSV file and does not constitute financial advice or a recommendation to buy or sell any securities. Always conduct thorough research and consult with a professional financial advisor before making any investment decisions.

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