WIPFLI FINANCIAL ADVISORS LLC, DFIV Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Dimensional International Value ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 1.23 Mil shares of Dimensional International Value ETF(DFIV), totaling $31.64 Mil. This investment constitutes 2.22% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 0.92% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 1 purchases of DFIV, at an average price of $32.96, for a total of 1.63 Mil shares. In addition, there have been 4 sales at an average price of $30.85 for 400,531.00 shares. Based on historical transaction data and DFIV's current price of $43.43, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his DFIV holdings is $12.02 Mil, reflecting a 22.38% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, DFIV ($43.43) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, DFIV ($43.43) 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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