WIPFLI FINANCIAL ADVISORS LLC, DFAT Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 1.36 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $53.12 Mil. This investment constitutes 3.73% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 0.84% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 2 purchases of DFAT, at an average price of $44.17, for a total of 1.59 Mil shares. In addition, there have been 3 sales at an average price of $43.88 for 227,765.00 shares. Based on historical transaction data and DFAT's current price of $56.17, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his DFAT holdings is $16.29 Mil, reflecting a 23.18% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, DFAT ($56.17) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, DFAT ($56.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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