Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ULLMANN WEALTH PARTNERS GROUP LLC 01-11-2024 12-31-2023 104 612,630,688
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $108,635,664 227,447 0.02 0.02 4,388 1.97 12-31-2023
ISHARES TR CORE S&P TTL STK 2 $70,491,038 669,876 0.01 0.01 -25,015 -3.60 12-31-2023
ISHARES TR U S EQUITY FACTR 3 $65,544,871 1,357,318 0.01 0.01 122,692 9.94 12-31-2023
DIMENSIONAL ETF TRUST US HIGH PROFITAB 4 $31,283,958 1,093,462 0.01 0.00 89,385 8.90 12-31-2023
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