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Wipfli Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Wipfli Financial Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.67M Buy
209,878
+6,734
+3% +$165K 0.33% 37
2022
Q2 		$4.73M Sell
203,144
-6,220
-3% -$157K 0.51% 26
2022
Q1 		$5.77M Buy
209,364
+10,218
+5% +$280K 0.58% 18
2021
Q4 		$5.77M Sell
199,146
-29,574
-13% -$835K 0.66% 14
2021
Q3 		$6.08M Sell
228,720
-4,309
-2% -$117K 0.77% 14
2021
Q2 		$6.29M Buy
+233,029
New +$6.19M 0.89% 13

Other funds holding DFAC

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wipfli Financial Advisors's DFAC Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.3% in Q3 2022, buying an estimated $165K and bringing the position to 209,878 shares worth $4.67M. The position accounts for 0.33% of the portfolio, ranked #37.

Wipfli Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.29M in Q2 2021. 544 funds tracked by Wall St. Rank hold DFAC as of Q3 2022.

  • Wipfli Financial Advisors held 209,878 shares of Dimensional US Core Equity 2 ETF worth $4.67M as of Q3 2022.
  • Wipfli Financial Advisors bought 6,734 Dimensional US Core Equity 2 ETF shares in Q3 2022, an estimated $165K.
  • Dimensional US Core Equity 2 ETF made up 0.33% of Wipfli Financial Advisors's portfolio in Q3 2022, its #37 holding.
  • Wipfli Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 6 quarters since.
  • Wipfli Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $6.29M in Q2 2021.
  • 544 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.