Wipfli Financial Advisors Llc, Reduced Holdings in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
-163K
- 7.1%
$47.63 - $53.37 $7.76M - $8.69M
2.13M $97.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
-158K
- 10.4%
$39.41 - $46.6 $6.23M - $7.37M
1.36M $53.1M
DFIV
Dimensional ETF Tr

ETFs
-152K
- 11.03%
$26.42 - $30.57 $4.02M - $4.65M
1.23M $31.6M
DFAU
Dimensional ETF Tr

ETFs
-821K
- 87.1%
$25.77 - $30.14 $21.1M - $24.7M
122K $3.06M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.26K
- 2.91%
N/A
142K $10.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
-114K
- 32.89%
$18.95 - $22.57 $2.15M - $2.57M
232K $4.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.91K
- 2.35%
N/A
121K $6.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.77K
- 1.72%
N/A
101K $5.92M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-674
- 2.24%
$205.83 - $248.43 $139K - $167K
29.4K $6.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.69K
- 9.27%
N/A
75.3K $5M
VB
Vanguard Small Cap ETF

ETFs
-1.9K
- 12.71%
N/A
13.1K $2.23M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-8.37K
- 83.17%
$56.96 - $67.2 $477K - $563K
1.7K $95K
AVLV
American Centy ETF Tr Avantis
-2.34K
- 17.52%
$44.84 - $51.78 $105K - $121K
11K $490K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.27K
- 64.54%
N/A
2.35K $174K
AVES
American Centy ETF Tr Avantis

ETFs
-2.63K
- 23.39%
$39.1 - $43.49 $103K - $114K
8.6K $322K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-6.9K
- 44.64%
N/A
8.56K $217K
VEA
Vanguard Ftse Developed Market

ETFs
-2.25K
- 28.12%
$37.0 - $43.74 $83.1K - $98.3K
5.74K $209K
JHMM
John Hancock Multifactor Mid C

ETFs
-5.93K
- 69.17%
$43.36 - $50.76 $257K - $301K
2.64K $113K
BNDX
Vanguard Total International B

ETFs
-5.46K
- 77.67%
N/A
1.57K $75K
VXF
Vanguard Extended Market ETF

ETFs
-797
- 43.53%
N/A
1.03K $131K
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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