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Wipfli Financial Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wipfli Financial Advisors’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.3M Sell
231,950
-113,651
-33% -$2.37M 0.3% 39
2022
Q2 		$7.27M Buy
+345,601
New +$8.01M 0.79% 16

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 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 $11.8B AUM 25.68% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.29B AUM 23.67% 1-Year Est. Return

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

Wipfli Financial Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 33% in Q3 2022, selling an estimated $2.37M and leaving 231,950 shares worth $4.3M. The position accounts for 0.3% of the portfolio, ranked #39.

Wipfli Financial Advisors first reported a position in DISV in Q2 2022 and has held it in 2 quarters since. The position peaked at $7.27M in Q2 2022. 74 funds tracked by Wall St. Rank hold DISV as of Q3 2022.

  • Wipfli Financial Advisors held 231,950 shares of Dimensional International Small Cap Value ETF worth $4.3M as of Q3 2022.
  • Wipfli Financial Advisors sold 113,651 Dimensional International Small Cap Value ETF shares in Q3 2022, an estimated $2.37M.
  • Dimensional International Small Cap Value ETF made up 0.3% of Wipfli Financial Advisors's portfolio in Q3 2022, its #39 holding.
  • Wipfli Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 2 quarters since.
  • Wipfli Financial Advisors's Dimensional International Small Cap Value ETF position peaked at $7.27M in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2022.

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