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 70,589 shares of DFAX stock, worth $1.8 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
70,589
Previous 50,834 38.86%
Holding current value
$1.8 Million
Previous $1.09 Million 22.41%
% of portfolio
0.09%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022
BUY
$18.89 - $22.64 $373,171 - $447,253
19,755 Added 38.86%
70,589 $1.33 Million
Q2 2022

Jul 07, 2022
SELL
$21.22 - $25.37 $62,980 - $75,298
-2,968 Reduced 5.52%
50,834 $1.09 Million
Q1 2022

Apr 22, 2022
BUY
$23.26 - $26.72 $562,380 - $646,036
24,178 Added 81.62%
53,802 $1.34 Million
Q4 2021

Jan 28, 2022
SELL
$25.17 - $26.82 $400,530 - $426,786
-15,913 Reduced 34.95%
29,624 $773,000
Q3 2021

Oct 13, 2021
BUY
$25.83 - $27.21 $1.18 Million - $1.24 Million
45,537 New
45,537 $1.18 Million

Others Institutions Holding DFAX

# of Institutions
527
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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