Wipfli Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$50.3M	Buy	+1,700,391	New	+$55.3M	3.54%	8

Other funds holding DFUV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

FPAS

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

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

Wipfli Financial Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q3 2022: 1,700,391 shares worth $50.3M. The stake represents 3.54% of the portfolio and ranks #8 among its holdings.

424 funds tracked by Wall St. Rank hold DFUV as of Q3 2022.

Wipfli Financial Advisors held 1,700,391 shares of Dimensional US Marketwide Value ETF worth $50.3M as of Q3 2022.
Dimensional US Marketwide Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
Dimensional US Marketwide Value ETF made up 3.54% of Wipfli Financial Advisors's portfolio in Q3 2022, its #8 holding.
424 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2022.

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