Wipfli Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$79K	Buy	+2,031	New	+$87.3K	0.01%	840

Other funds holding DFUS

IFA

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

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

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

GCM

G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2022: 2,031 shares worth $79K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings.

390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

Wipfli Financial Advisors held 2,031 shares of Dimensional US Equity ETF worth $79K as of Q3 2022.
Dimensional US Equity ETF was a new Wipfli Financial Advisors position in Q3 2022.
Dimensional US Equity ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #840 holding.
390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

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