WFA
Wipfli Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $81K | Buy |
+1,740
| New | +$81K | 0.01% | 827 |
|
|
2022
Q1 | – | Sell |
-3,430
| Closed | -$206K | – | 97 |
|
|
2021
Q4 | $206K | Sell |
3,430
-1,323
| -28% | -$79.4K | 0.02% | 46 |
|
|
2021
Q3 | $273K | Buy |
4,753
+2,633
| +124% | +$151K | 0.03% | 40 |
|
|
2021
Q2 | $283K | Buy |
+2,120
| New | +$283K | 0.04% | 38 |
|