WIPFLI FINANCIAL ADVISORS LLC, – Dimensional U.S. Targeted Value ETF Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$53.11M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.40% | -158.20K shares | -8.06M | $38.97 | 1.36M |
| Q2 2022 | share | Increase | +23.56% | 290.01K shares | 3.83M | $40.22 | 1.52M |
| Q1 2022 | share | Decrease | -1.44% | -17.95K shares | -2.01M | $46.58 | 1.23M |
| Q4 2021 | share | Decrease | -3.97% | -51.6K shares | 1.60M | $47.4 | 1.24M |
| Q3 2021 | share | Decrease | -4.09% | -55.52K shares | -3.01M | $44.4 | 1.30M |
| Q2 2021 | share | Increase | 0.00% | 1.35M shares | 60.76M | $44.69 | 1.35M |