WIPFLI FINANCIAL ADVISORS LLC, – Dimensional U.S. Core Equity 2 ETF Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$4.66M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.31% | 6.73K shares | -65.25K | $22.24 | 209.87K |
| Q2 2022 | share | Decrease | -2.97% | -6.22K shares | -1.04M | $23.3 | 203.14K |
| Q1 2022 | share | Increase | +5.13% | 10.21K shares | 4.98K | $27.58 | 209.36K |
| Q4 2021 | share | Decrease | -12.93% | -29.57K shares | -307.81K | $29.03 | 199.14K |
| Q3 2021 | share | Decrease | -1.85% | -4.30K shares | -210.03K | $26.57 | 228.72K |
| Q2 2021 | share | Increase | 0.00% | 233.02K shares | 6.28M | $26.9 | 233.02K |