WFA
Wipfli Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $53.1M | Sell |
1,362,995
-158,208
| -10% | -$6.17M | 3.73% | 7 |
|
|
2022
Q2 | $61.2M | Buy |
1,521,203
+290,017
| +24% | +$11.7M | 6.65% | 6 |
|
|
2022
Q1 | $57.3M | Sell |
1,231,186
-17,957
| -1% | -$836K | 5.79% | 7 |
|
|
2021
Q4 | $59.4M | Sell |
1,249,143
-51,600
| -4% | -$2.45M | 6.81% | 7 |
|
|
2021
Q3 | $57.8M | Sell |
1,300,743
-55,526
| -4% | -$2.47M | 7.36% | 6 |
|
|
2021
Q2 | $60.8M | Buy |
+1,356,269
| New | +$60.8M | 8.58% | 5 |
|