Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 10,439 shares of DFAR stock, worth $244,585. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,439
Previous 10,439
-0.0%
Holding current value
$244,585
Previous $244,000
1.64%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio