- New Purchases: AVEM, AVUS, AVUV, AVDE, DFAT, AVDV, DFIV, DFAX, NULV, IDOG, NUBD, DFAS, NULG,
- Added Positions: IDEV, IJR, IWN, MUB,
- Reduced Positions: IWO, VBK, SCHG, SPY, SCHZ, FBND, SCHD, DFAC, IVV, VOO,
- Sold Out: FLRN, SPHD,
For the details of WIPFLI FINANCIAL ADVISORS LLC,'s stock buys and sells, go to https://www.gurufocus.com/guru/wipfli+financial+advisors+llc%2C/current-portfolio/portfolio
These are the top 5 holdings of WIPFLI FINANCIAL ADVISORS LLC,- iShares Core MSCI International Developed Markets (IDEV) - 2,058,165 shares, 17.53% of the total portfolio. Shares added by 10.12%
- Avantis Emerging Markets Equity ETF (AVEM) - 1,961,477 shares, 16.13% of the total portfolio. New Position
- Avantis U.S. Equity ETF (AVUS) - 1,641,689 shares, 15.43% of the total portfolio. New Position
- Avantis U.S. Small Cap Value ETF (AVUV) - 987,373 shares, 9.52% of the total portfolio. New Position
- Avantis International Equity ETF (AVDE) - 993,177 shares, 7.91% of the total portfolio. New Position
Wipfli Financial Advisors Llc, initiated holding in Avantis Emerging Markets Equity ETF. The purchase prices were between $63.1 and $69.23, with an estimated average price of $66.32. The stock is now traded at around $65.110000. The impact to a portfolio due to this purchase was 16.13%. The holding were 1,961,477 shares as of 2021-09-30.
New Purchase: Avantis U.S. Equity ETF (AVUS)Wipfli Financial Advisors Llc, initiated holding in Avantis U.S. Equity ETF. The purchase prices were between $71.84 and $76.95, with an estimated average price of $75.05. The stock is now traded at around $74.950000. The impact to a portfolio due to this purchase was 15.43%. The holding were 1,641,689 shares as of 2021-09-30.
New Purchase: Avantis U.S. Small Cap Value ETF (AVUV)Wipfli Financial Advisors Llc, initiated holding in Avantis U.S. Small Cap Value ETF. The purchase prices were between $69.36 and $77.76, with an estimated average price of $74.01. The stock is now traded at around $77.720000. The impact to a portfolio due to this purchase was 9.52%. The holding were 987,373 shares as of 2021-09-30.
New Purchase: Avantis International Equity ETF (AVDE)Wipfli Financial Advisors Llc, initiated holding in Avantis International Equity ETF. The purchase prices were between $61.06 and $65.7, with an estimated average price of $63.89. The stock is now traded at around $63.211200. The impact to a portfolio due to this purchase was 7.91%. The holding were 993,177 shares as of 2021-09-30.
New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)Wipfli Financial Advisors Llc, initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $41.55 and $45.75, with an estimated average price of $44.23. The stock is now traded at around $45.480000. The impact to a portfolio due to this purchase was 7.36%. The holding were 1,300,743 shares as of 2021-09-30.
New Purchase: Avantis International Small Cap Value ETF (AVDV)Wipfli Financial Advisors Llc, initiated holding in Avantis International Small Cap Value ETF. The purchase prices were between $62.22 and $67.58, with an estimated average price of $65.49. The stock is now traded at around $65.470000. The impact to a portfolio due to this purchase was 7.08%. The holding were 860,040 shares as of 2021-09-30.
Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)Wipfli Financial Advisors Llc, sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $30.59 and $30.65, with an estimated average price of $30.62.
Sold Out: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)Wipfli Financial Advisors Llc, sold out a holding in Invesco S&P 500 High Dividend Low Volatility ETF. The sale prices were between $42.3 and $44.68, with an estimated average price of $43.67.
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