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 $79.2 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
$79.2 Million
Previous $61.2 Million
13.18%
% of portfolio
3.73%
Previous 7.26%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio