Ullmann Wealth Partners Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investing in the stock market can be an intricate and complex process. Traders and investors need to stay updated with the latest trends and changes in holdings to make informed decisions. One important document that provides valuable insights is the 13F filing, which contains important information about institutional investment managers' holdings.

In this article, we will analyze the Q3 2023 vs. Q4 2023 13F Holdings Comparison for Ullmann Wealth Partners Group, LLC. By examining the changes in their holdings, we can gain a better understanding of their investment strategy and identify potential opportunities for other investors.

Let's dive into the data and explore the significant changes in holdings for Ullmann Wealth Partners Group, LLC:

1. ISHARES TR (IVV):

In Q3 2023, Ullmann Wealth Partners had 223,059 shares of IVV, which increased to 227,447 shares in Q4 2023. The value of their holdings also rose from $95,788,000 to $108,635,000, indicating a 13.4% change.

2. ISHARES TR (ITOT):

Ullmann Wealth Partners held 694,891 shares of ITOT in Q3 2023, which decreased to 669,876 shares in Q4 2023. Although the number of shares decreased, the value of their holdings increased from $65,451,000 to $70,491,000, signifying a 7.7% change.

3. ISHARES TR (LRGF):

The holdings of LRGF increased significantly for Ullmann Wealth Partners. In Q3 2023, they had 1,234,626 shares, which rose to 1,357,318 shares in Q4 2023. The value of their holdings also increased from $53,483,000 to $65,544,000, representing a 22.6% change.

4. DIMENSIONAL ETF TRUST (DUHP):

Ullmann Wealth Partners held 1,004,077 shares of DUHP in Q3 2023, which increased to 1,093,462 shares in Q4 2023. The value of their holdings also rose from $25,794,000 to $31,283,000, indicating a 21.3% change.

5. DIMENSIONAL ETF TRUST:

Ullmann Wealth Partners had 730,523 shares of DIMENSIONAL ETF TRUST in Q3 2023, and this number remained stable at 732,041 shares in Q4 2023. The value of their holdings slightly increased from $29,491,000 to $31,038,000, representing a 5.2% change.

These are just a few examples of the changes in holdings for Ullmann Wealth Partners Group, LLC. By analyzing the 13F filings, investors can gain valuable insights into the investment strategies of institutional managers and potentially identify new investment opportunities.

It is important to note that the stock market is subject to volatility and unpredictable changes. Investors should conduct thorough research and consult with financial professionals before making any investment decisions.