Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 458,170 shares of DFAE stock, worth $11.7 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
458,170
Previous 455,532
0.58%
Holding current value
$11.7 Million
Previous $12.5 Million
6.94%
% of portfolio
1.35%
Previous 1.52%
Shares
11 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$397 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$324 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$229 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$117 Million0.01% of portfolio