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Wipfli Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Wipfli Financial Advisors’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$31.6M Sell
1,228,456
-152,248
-11% -$4.35M 2.22% 10
2022
Q2 		$39.9M Sell
1,380,704
-169,042
-11% -$5.39M 4.34% 8
2022
Q1 		$51.9M Sell
1,549,746
-21,100
-1% -$712K 5.24% 8
2021
Q4 		$51.6M Sell
1,570,846
-58,141
-4% -$1.93M 5.91% 8
2021
Q3 		$53.4M Buy
+1,628,987
New +$53.8M 6.81% 8

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PL
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
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

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

Wipfli Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 11% in Q3 2022, selling an estimated $4.35M and leaving 1,228,456 shares worth $31.6M. The position accounts for 2.22% of the portfolio, ranked #10.

Wipfli Financial Advisors first reported a position in DFIV in Q3 2021 and has held it in 5 quarters since. The position peaked at $53.4M in Q3 2021. 308 funds tracked by Wall St. Rank hold DFIV as of Q3 2022.

  • Wipfli Financial Advisors held 1,228,456 shares of Dimensional International Value ETF worth $31.6M as of Q3 2022.
  • Wipfli Financial Advisors sold 152,248 Dimensional International Value ETF shares in Q3 2022, an estimated $4.35M.
  • Dimensional International Value ETF made up 2.22% of Wipfli Financial Advisors's portfolio in Q3 2022, its #10 holding.
  • Wipfli Financial Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 5 quarters since.
  • Wipfli Financial Advisors's Dimensional International Value ETF position peaked at $53.4M in Q3 2021.
  • 308 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2022.

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