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Wipfli Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wipfli Financial Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.06M Sell
121,583
-820,597
-87% -$22.9M 0.21% 49
2022
Q2 		$24.9M Buy
942,180
+821,042
+678% +$23.6M 2.71% 10
2022
Q1 		$3.82M Buy
+121,138
New +$3.76M 0.39% 23

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Wipfli Financial Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 87% in Q3 2022, selling an estimated $22.9M and leaving 121,583 shares worth $3.06M. The position accounts for 0.21% of the portfolio, ranked #49.

Wipfli Financial Advisors first reported a position in DFAU in Q1 2022 and has held it in 3 quarters since. The position peaked at $24.9M in Q2 2022. 226 funds tracked by Wall St. Rank hold DFAU as of Q3 2022.

  • Wipfli Financial Advisors held 121,583 shares of Dimensional US Core Equity Market ETF worth $3.06M as of Q3 2022.
  • Wipfli Financial Advisors sold 820,597 Dimensional US Core Equity Market ETF shares in Q3 2022, an estimated $22.9M.
  • Dimensional US Core Equity Market ETF made up 0.21% of Wipfli Financial Advisors's portfolio in Q3 2022, its #49 holding.
  • Wipfli Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $24.9M in Q2 2022.
  • 226 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2022.

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