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 121,583 shares of DFAU stock, worth $5.29 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
121,583
Previous 942,180
87.1%
Holding current value
$5.29 Million
Previous $24.9 Million
87.72%
% of portfolio
0.21%
Previous 2.95%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio