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 $14.5 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
424,694
Previous 302,425 40.43%
Holding current value
$14.5 Million
Previous $7.3 Million 25.49%
% of portfolio
0.64%
Previous 0.87%

Shares

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

Oct 26, 2022
BUY
$21.44 - $25.78 $2.62 Million - $3.15 Million
122,269 Added 40.43%
424,694 $9.16 Million
Q2 2022

Jul 07, 2022
BUY
$23.87 - $28.49 $3.13 Million - $3.74 Million
131,153 Added 76.58%
302,425 $7.3 Million
Q1 2022

Apr 22, 2022
BUY
$25.94 - $30.08 $4.44 Million - $5.15 Million
171,272 New
171,272 $4.82 Million

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Wipfli Financial Advisors Llc, Portfolio

Follow Wipfli Financial Advisors Llc, and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wipfli Financial Advisors Llc,, based on Form 13F filings with the SEC.

News

Stay updated on Wipfli Financial Advisors Llc, with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email