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 424,694 shares of DFAI stock, worth $14.6 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
424,694
Previous 302,425
40.43%
Holding current value
$14.6 Million
Previous $7.3 Million
25.49%
% of portfolio
0.64%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
664Shares Held
241MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$645 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$255 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$241 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$229 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$196 Million18.44% of portfolio