Wipfli Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$81K	Buy	+1,740	New	+$88.9K	0.01%	827
2022 Q1	–	Sell	-3,430	Closed	-$206K	–	97
2021 Q4	$206K	Sell	3,430 -1,323	-28%	-$79.9K	0.02%	46
2021 Q3	$273K	Buy	4,753 +2,633	+124%	+$152K	0.03%	40
2021 Q2	$283K	Buy	+2,120	New	+$123K	0.04%	38

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q3 2022: 1,740 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in DFAS as recently as Q4 2021.

Wipfli Financial Advisors first reported a position in DFAS in Q2 2021 and has held it in 4 quarters since. The position peaked at $283K in Q2 2021. 370 funds tracked by Wall St. Rank hold DFAS as of Q3 2022.

Wipfli Financial Advisors held 1,740 shares of Dimensional US Small Cap ETF worth $81K as of Q3 2022.
Dimensional US Small Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
Dimensional US Small Cap ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #827 holding.
Wipfli Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 4 quarters since.
Wipfli Financial Advisors's Dimensional US Small Cap ETF position peaked at $283K in Q2 2021.
370 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2022.

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