WFA
Wipfli Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.67M | Buy |
209,878
+6,734
| +3% | +$150K | 0.33% | 37 |
|
|
2022
Q2 | $4.73M | Sell |
203,144
-6,220
| -3% | -$145K | 0.51% | 26 |
|
|
2022
Q1 | $5.77M | Buy |
209,364
+10,218
| +5% | +$282K | 0.58% | 18 |
|
|
2021
Q4 | $5.77M | Sell |
199,146
-29,574
| -13% | -$857K | 0.66% | 14 |
|
|
2021
Q3 | $6.08M | Sell |
228,720
-4,309
| -2% | -$114K | 0.77% | 14 |
|
|
2021
Q2 | $6.29M | Buy |
+233,029
| New | +$6.29M | 0.89% | 13 |
|