Wipfli Financial Advisors Llc, Dimensional ETF Tr Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 121,583 shares of DFAU stock, worth $4.47 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
121,583
Previous 942,180
87.1%
Holding current value
$4.47 Million
Previous $24.9 Million
87.72%
% of portfolio
0.21%
Previous 2.95%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
486Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$72.9 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$182 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$153 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio