WIPFLI FINANCIAL ADVISORS LLC, DFUV Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Dimensional US Marketwide Value ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 1.70 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $50.35 Mil. This investment constitutes 3.54% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 0.72% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 1 purchases of DFUV, at an average price of $32.52, for a total of 1.70 Mil shares. Based on historical transaction data and DFUV's current price of $43.47, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his DFUV holdings is $18.62 Mil, reflecting a 33.67% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, DFUV ($43.47) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, DFUV ($43.47) 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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