Wipfli Financial Advisors Llc, Dimensional ETF Tr Dimensional Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	BUY	$21.35 - $25.2 $365,362 - $431,247	17,113 New	17,113 $368,000

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

23.8M
Shares

$654 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$642 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.3M
Shares

$419 Million
8.27% of portfolio
Evensky & Katz LLC

5.74M
Shares

$158 Million
10.51% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$130 Million
16.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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