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 $13.5 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
424,694
Previous 302,425
40.43%
Holding current value
$13.5 Million
Previous $7.3 Million
25.49%
% of portfolio
0.64%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$199 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$174 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$163 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$135 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$132 Million0.22% of portfolio