WFA
DFAI

Wipfli Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Wipfli Financial Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$9.16M Buy
424,694
+122,269
+40% +$2.94M 0.64% 20
2022
Q2 		$7.3M Buy
302,425
+131,153
+77% +$3.44M 0.79% 15
2022
Q1 		$4.83M Buy
+171,272
New +$4.88M 0.49% 22

Other funds holding DFAI

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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Wipfli Financial Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 40% in Q3 2022, buying an estimated $2.94M and bringing the position to 424,694 shares worth $9.16M. The position accounts for 0.64% of the portfolio, ranked #20.

Wipfli Financial Advisors first reported a position in DFAI in Q1 2022 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold DFAI as of Q3 2022.

  • Wipfli Financial Advisors held 424,694 shares of Dimensional International Core Equity Market ETF worth $9.16M as of Q3 2022.
  • Wipfli Financial Advisors bought 122,269 Dimensional International Core Equity Market ETF shares in Q3 2022, an estimated $2.94M.
  • Dimensional International Core Equity Market ETF made up 0.64% of Wipfli Financial Advisors's portfolio in Q3 2022, its #20 holding.
  • Wipfli Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2022.

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