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 $8.14 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
209,878
Previous 203,144
3.31%
Holding current value
$8.14 Million
Previous $4.73 Million
1.37%
% of portfolio
0.33%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio