Wipfli Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$53.1M	Sell	1,362,995 -158,208	-10%	-$6.75M	3.73%	7
2022 Q2	$61.2M	Buy	1,521,203 +290,017	+24%	+$12.7M	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%	-$2.42M	6.81%	7
2021 Q3	$57.8M	Sell	1,300,743 -55,526	-4%	-$2.46M	7.36%	6
2021 Q2	$60.8M	Buy	+1,356,269	New	+$60.9M	8.58%	5

Other funds holding DFAT

BSW

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

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

Wipfli Financial Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 10% in Q3 2022, selling an estimated $6.75M and leaving 1,362,995 shares worth $53.1M. The position accounts for 3.73% of the portfolio, ranked #7.

Wipfli Financial Advisors first reported a position in DFAT in Q2 2021 and has held it in 6 quarters since. The position peaked at $61.2M in Q2 2022. 405 funds tracked by Wall St. Rank hold DFAT as of Q3 2022.

Wipfli Financial Advisors held 1,362,995 shares of Dimensional US Targeted Value ETF worth $53.1M as of Q3 2022.
Wipfli Financial Advisors sold 158,208 Dimensional US Targeted Value ETF shares in Q3 2022, an estimated $6.75M.
Dimensional US Targeted Value ETF made up 3.73% of Wipfli Financial Advisors's portfolio in Q3 2022, its #7 holding.
Wipfli Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 6 quarters since.
Wipfli Financial Advisors's Dimensional US Targeted Value ETF position peaked at $61.2M in Q2 2022.
405 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2022.

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