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 $4.95 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
121,583
Previous 942,180
87.1%
Holding current value
$4.95 Million
Previous $24.9 Million
87.72%
% of portfolio
0.21%
Previous 2.95%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio