Wipfli Financial Advisors Llc, Dimensional ETF Tr Dimensional Transaction History

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 231,950 shares of DISV stock, worth $6.15 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
231,950
Previous 345,601 32.89%
Holding current value
$6.15 Million
Previous $7.27 Million 40.82%
% of portfolio
0.3%
Previous 0.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022
SELL
$18.36 - $22.57 $2.09 Million - $2.57 Million
-113,651 Reduced 32.89%
231,950 $4.31 Million
Q2 2022

Jul 07, 2022
BUY
$21.05 - $25.01 $7.27 Million - $8.64 Million
345,601 New
345,601 $7.27 Million

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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