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 1,228,456 shares of DFIV stock, worth $48.5 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
1,228,456
Previous 1,380,704 11.03%
Holding current value
$48.5 Million
Previous $39.9 Million 20.67%
% of portfolio
2.22%
Previous 4.73%

Shares

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

Oct 26, 2022
SELL
$25.71 - $30.57 $3.91 Million - $4.65 Million
-152,248 Reduced 11.03%
1,228,456 $31.6 Million
Q2 2022

Jul 07, 2022
SELL
$28.66 - $33.84 $4.84 Million - $5.72 Million
-169,042 Reduced 10.91%
1,380,704 $39.9 Million
Q1 2022

Apr 22, 2022
SELL
$30.75 - $35.49 $648,825 - $748,839
-21,100 Reduced 1.34%
1,549,746 $51.9 Million
Q4 2021

Jan 28, 2022
SELL
$31.61 - $34.21 $1.84 Million - $1.99 Million
-58,141 Reduced 3.57%
1,570,846 $51.6 Million
Q3 2021

Oct 13, 2021
BUY
$32.25 - $33.65 $52.5 Million - $54.8 Million
1,628,987 New
1,628,987 $53.3 Million

Others Institutions Holding DFIV

# of Institutions
625
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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