Wipfli Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wipfli Financial Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$22M	Buy	1,094,471 +638,424	+140%	+$14.4M	1.55%	12
2022 Q2	$10.6M	Buy	456,047 +17,989	+4%	+$440K	1.15%	12
2022 Q1	$11.5M	Buy	438,058 +404,303	+1,198%	+$10.8M	1.16%	12
2021 Q4	$924K	Buy	+33,755	New	+$927K	0.11%	21

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wipfli Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 140% in Q3 2022, buying an estimated $14.4M and bringing the position to 1,094,471 shares worth $22M. The position accounts for 1.55% of the portfolio, ranked #12.

Wipfli Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold DFAE as of Q3 2022.

Wipfli Financial Advisors held 1,094,471 shares of Dimensional Emerging Core Equity Market ETF worth $22M as of Q3 2022.
Wipfli Financial Advisors bought 638,424 Dimensional Emerging Core Equity Market ETF shares in Q3 2022, an estimated $14.4M.
Dimensional Emerging Core Equity Market ETF made up 1.55% of Wipfli Financial Advisors's portfolio in Q3 2022, its #12 holding.
Wipfli Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2022.

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