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 $7.25 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
209,878
Previous 203,144
3.31%
Holding current value
$7.25 Million
Previous $4.73 Million
1.37%
% of portfolio
0.33%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.96 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.73 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$613 Million0.28% of portfolio