Wipfli Financial Advisors Llc, Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 1,362,995 shares of DFAT stock, worth $70.6 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
1,362,995
Previous 1,521,203
10.4%
Holding current value
$70.6 Million
Previous $61.2 Million
13.18%
% of portfolio
3.73%
Previous 7.26%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$723 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$645 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$460 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$327 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$262 Million1.97% of portfolio