Wipfli Financial Advisors Llc, Dimensional ETF Tr U S Core Eq Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 209,878 shares of DFAC stock, worth $6.97 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
209,878
Previous 203,144
3.31%
Holding current value
$6.97 Million
Previous $4.73 Million
1.37%
% of portfolio
0.33%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio